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LivePerson

234 hedge funds and large institutions have $2.51B invested in LivePerson in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0.39% less ownership

Funds ownership: 6.86%6.46% (-0.39%)

6% less funds holding

Funds holding: 250234 (-16)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 55

40% less capital invested

Capital invested by funds: $4.16B → $2.51B (-$1.64B)

51% less call options, than puts

Call options by funds: $4.96M | Put options by funds: $10.2M

Holders
234
Holders Change
-16
Holders Change %
-6.4%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
41
Increased
83
Reduced
82
Closed
55
Calls
$4.96M
Puts
$10.2M
Net Calls
-$5.24M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
226
Newbridge Financial Services Group
Florida
$3K +$3.47K +5 +500%
FP
227
Financial Perspectives
Minnesota
$2.65K
FPS
228
Fieldpoint Private Securities
Connecticut
$2K -$2.08K -3 -43%
Manulife (Manufacturers Life Insurance)
229
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.19K -$694 -1 -0%
ST
230
Sageworth Trust
Pennsylvania
$1K -$5.55K -8 -80%
Bessemer Group
231
Bessemer Group
New Jersey
$1K +$694 +1 New
BIA
232
Bell Investment Advisors
California
$1K +$1.39K +2 New
MFAM
233
Motley Fool Asset Management
Virginia
$1K +$1.39K +2 New
PCH
234
Polar Capital Holdings
United Kingdom
-$71.6K -81,024 Closed
William Blair Investment Management
235
William Blair Investment Management
Illinois
-$28.4M -32,150 Closed
CI Investments Inc
236
CI Investments Inc
Ontario, Canada
-$25.6M -28,909 Closed
TIM
237
Thornburg Investment Management
New Mexico
-$11.4M -12,876 Closed
MAM
238
Melqart Asset Management
United Kingdom
-$9.37M -10,591 Closed
SAM
239
Silvercrest Asset Management
New York
-$8.37M -9,469 Closed
Neuberger Berman Group
240
Neuberger Berman Group
New York
-$7.33M -8,429 Closed
VCM
241
Venator Capital Management
Ontario, Canada
-$7.09M -8,013 Closed
CHM
242
Collaborative Holdings Management
New York
-$5.72M -6,467 Closed
RA
243
Royce & Associates
New York
-$3.48M -3,933 Closed
LIP
244
Liontrust Investment Partners
United Kingdom
-$2.24M -2,533 Closed
SST
245
S Squared Technology
New York
-$2.23M -2,520 Closed
MGIM
246
M&G Investment Management
United Kingdom
-$1.54K -1,741 Closed
KJHP
247
K.J. Harrison & Partners
Ontario, Canada
-$1.48M -1,667 Closed
PAWC
248
P.A.W. Capital
Connecticut
-$1.47M -1,667 Closed
CIP
249
Chartwell Investment Partners
Pennsylvania
-$1.44M -1,624 Closed
AI
250
Axiom Investors
Connecticut
-$917K -1,037 Closed

LPSN Hedge Fund Activity: Q4 2021 in Review

234 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q4 2021, worth a combined $2.51B — down 40% from $4.16B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of LPSN and 41 opened new positions — a net loss of 14 holders — while 82 trimmed existing stakes and 83 added.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $51M. The largest seller was Fidelity Investments, cutting an estimated $79.2M.

  • 234 institutional investors held LivePerson (LPSN) as of Q4 2021, down from 250 in Q3 2021.
  • Funds reported $2.51B of LivePerson stock for Q4 2021, down 40% quarter-over-quarter.
  • 41 funds opened new LivePerson positions in Q4 2021 and 55 closed out, a net change of -14 holders.
  • The largest LivePerson buyer in Q4 2021 was Sumitomo Mitsui Trust Group, an estimated $51M added.
  • The largest LivePerson seller in Q4 2021 was Fidelity Investments, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2021.