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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
Lazard Asset Management
251
Lazard Asset Management
New York
-$846K -957 Closed
SWP
252
Strategic Wealth Partners
Ohio
-$798K -902 Closed
AWA
253
Alta Wealth Advisors
Massachusetts
-$778K -879 Closed
Qube Research & Technologies (QRT)
254
Qube Research & Technologies (QRT)
United Kingdom
-$738K -835 Closed
VIA
255
Vident Investment Advisory
Georgia
-$712K -805 Closed
SFI
256
Susquehanna Fundamental Investments
Pennsylvania
-$604K -683 Closed
Allianz Asset Management
257
Allianz Asset Management
Germany
-$545K -617 Closed
QIM
258
Quantitative Investment Management
Virginia
-$528K -597 Closed
AG
259
Algert Global
California
-$482K -545 Closed
AS
260
Altshuler Shaham
Israel
-$308K -444 Closed
PHK
261
Point72 Hong Kong
Hong Kong
-$372K -420 Closed
AQR Capital Management
262
AQR Capital Management
Connecticut
-$369K -417 Closed
PMA
263
Prudent Man Advisors
Illinois
-$321K -363 Closed
DADC
264
D.A. Davidson & Co
Montana
-$298K -337 Closed
CIM
265
CIM Investment Management
Pennsylvania
-$295K -334 Closed
BFM
266
Boothbay Fund Management
New York
-$295K -333 Closed
NSEDCP
267
NJ State Employees Deferred Compensation Plan
New Jersey
-$295K -333 Closed
SO
268
STRS Ohio
Ohio
-$265K -300 Closed
MFW
269
Meristem Family Wealth
Minnesota
-$264K -299 Closed
PAMS
270
Pictet Asset Management (Switzerland)
Switzerland
-$258K -292 Closed
RWM
271
Ritholtz Wealth Management
New York
-$258K -292 Closed
SCM
272
Shelton Capital Management
Colorado
-$244K -276 Closed
FCH
273
Freestone Capital Holdings
Washington
-$229K -259 Closed
RJA
274
Raymond James & Associates
Florida
-$227K -256 Closed
MYIA
275
Mount Yale Investment Advisors
Colorado
-$212K -239 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.