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LivePerson
LPSN

Overview Fund Activity

251 hedge funds and large institutions have $4.16B invested in LivePerson in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 96 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-9
Holders Change %
-3.46%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.07%
New
25
Increased
86
Reduced
96
Closed
31
Calls
$31.5M
Puts
$10.1M
Net Calls
+$21.4M
Net Calls Change
-$8.55M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$407M
2
AIM
ARK Investment Management
Florida
$56M
3
CS
Credit Suisse
Switzerland
$153M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$192M
5
SG Americas Securities
SG Americas Securities
New York
$20.9M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$4.09M
2
GIM
Granahan Investment Management
Massachusetts
$123M
3
SFM
Sphera Funds Management
Israel
$0
4
Deutsche Bank
Deutsche Bank
Germany
$23.9M
5
JG
Jefferies Group
New York
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
226
Archer Investment Corporation
Indiana
$62.9K – – –
SWA
227
Sutton Wealth Advisors
Florida
$57.7K +$2.3K +39 +4%
CG
228
Cutler Group
California
$47K – – –
AAM
229
Advisors Asset Management
Colorado
$46K +$46K +782 New
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$29K +$1.48K +25 +5%
TWA
231
TCI Wealth Advisors
Arizona
$14K – – –
IA
232
IFP Advisors
Florida
$12K – – –
FHA
233
First Horizon Advisors
Tennessee
$11K – – –
PFBT
234
Parkside Financial Bank & Trust
Missouri
$10K +$899 +16 +10%
ST
235
Sageworth Trust
Pennsylvania
$9K – – –
TFO
236
Tarbox Family Office
California
$7K – – –
QCG
237
Quadrant Capital Group
Ohio
$7K +$339 +6 +5%
FPS
238
Fieldpoint Private Securities
Connecticut
$6K +$2.67K +48 +80%
FF
239
FourThought Financial
Florida
$6K +$5.14K +96 +600%
FP
240
Financial Perspectives
Minnesota
$4.37K – – –
PA
241
Parallel Advisors
California
$4K +$579 +11 +17%
IFAM
242
Institutional & Family Asset Management
Colorado
$4K +$4K +64 New
WQ
243
Wealth Quarterback
New Jersey
$2K – – –
MGIM
244
M&G Investment Management
United Kingdom
$1.54K -$61 -1,039 -4%
NFSG
245
Newbridge Financial Services Group
Florida
$1K -$692 -9 -41%
HI
246
Harbour Investments
Wisconsin
$1K -$214 -3 -18%
MAM
247
Meeder Asset Management
Ohio
$1K -$45 -1 -4%
Nisa Investment Advisors
248
Nisa Investment Advisors
Missouri
$35 – – –
SFM
249
Sphera Funds Management
Israel
– -$14.2M -225,000 Closed
SC
250
Shellback Capital
Massachusetts
– -$8.39M -132,696 Closed
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