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LivePerson

259 hedge funds and large institutions have $4.34B invested in LivePerson in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $9.12M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

28% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 82

19% more capital invested

Capital invested by funds: $3.65B → $4.34B (+$694M)

0.05% less ownership

Funds ownership: 6.8%6.75% (-0.05%)

3% less funds holding

Funds holding: 268259 (-9)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
259
Holders Change
-9
Holders Change %
-3.36%
% of All Funds
4.51%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.17%
New
29
Increased
105
Reduced
82
Closed
36
Calls
$39.1M
Puts
$9.12M
Net Calls
+$29.9M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
226
Alpha Paradigm Partners
Illinois
$93K +$82.6K +98 New
NFG
227
Next Financial Group
Texas
$85K +$5.9K +7 +8%
PCH
228
Polar Capital Holdings
United Kingdom
$72.4K +$5.71M +6,771 +10%
AIC
229
Archer Investment Corporation
Indiana
$67.5K +$8.43K +10 +16%
QT
230
Quantbot Technologies
New York
$67K -$158K -187 -72%
SWA
231
Sutton Wealth Advisors
Florida
$59.4K
Simplex Trading
232
Simplex Trading
Illinois
$57K -$274K -325 -84%
CG
233
Cutler Group
California
$51K +$16.9K +20 +59%
DFCM
234
Dark Forest Capital Management
Puerto Rico
$42K +$37.1K +44 New
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$29K
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$22K
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.3K
TWA
238
TCI Wealth Advisors
Arizona
$15K +$6.74K +8 +100%
Walleye Trading
239
Walleye Trading
New York
$15K +$13.5K +16 New
IA
240
IFP Advisors
Florida
$13K +$11.8K +14 New
FHA
241
First Horizon Advisors
Tennessee
$12K
PFBT
242
Parkside Financial Bank & Trust
Missouri
$10K +$843 +1 +10%
ST
243
Sageworth Trust
Pennsylvania
$9K +$8.43K +10 New
QCG
244
Quadrant Capital Group
Ohio
$7K
TFO
245
Tarbox Family Office
California
$7K
ASN
246
Advisory Services Network
Georgia
$6K +$5.9K +7 New
FP
247
Financial Perspectives
Minnesota
$4.69K -$216K -256 -98%
FPS
248
Fieldpoint Private Securities
Connecticut
$4K
PA
249
Parallel Advisors
California
$4K +$843 +1 +33%
NICM
250
Neo Ivy Capital Management
New York
$4K +$4.21K +5 New

LPSN Hedge Fund Activity: Q2 2021 in Review

259 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q2 2021, worth a combined $4.34B — up 19% from $3.65B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of LPSN and 29 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 105 added.

The largest buyer was Macquarie Group, adding an estimated $56.8M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $29.4M sold.

  • 259 institutional investors held LivePerson (LPSN) as of Q2 2021, down from 268 in Q1 2021.
  • Funds reported $4.34B of LivePerson stock for Q2 2021, up 19% quarter-over-quarter.
  • 29 funds opened new LivePerson positions in Q2 2021 and 36 closed out, a net change of -7 holders.
  • The largest LivePerson buyer in Q2 2021 was Macquarie Group, an estimated $56.8M added.
  • The largest LivePerson seller in Q2 2021 was Sumitomo Mitsui Trust Group, an estimated $29.4M sold.

Based on aggregated 13F filings for Q2 2021.