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LivePerson

268 hedge funds and large institutions have $3.65B invested in LivePerson in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 109 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $10.2M

14% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 96

0.27% less ownership

Funds ownership: 7.07%6.8% (-0.27%)

4% less funds holding

Funds holding: 279268 (-11)

17% less capital invested

Capital invested by funds: $4.41B → $3.65B (-$765M)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
268
Holders Change
-11
Holders Change %
-3.94%
% of All Funds
4.71%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.11%
New
35
Increased
109
Reduced
96
Closed
44
Calls
$24.4M
Puts
$10.2M
Net Calls
+$14.2M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WSC
276
White Square Capital
United Kingdom
-$2.17M -2,320 Closed
Dimensional Fund Advisors
277
Dimensional Fund Advisors
Texas
-$2.15M -2,302 Closed
RHJA
278
Rice Hall James & Associates
California
-$1.99M -2,134 Closed
IP
279
Interval Partners
New York
-$1.87M -2,000 Closed
SCM
280
Shaolin Capital Management
Florida
-$1.66M -1,773 Closed
WAM
281
Weiss Asset Management
Massachusetts
-$1.66M -1,773 Closed
Calamos Advisors
282
Calamos Advisors
Illinois
-$1.61M -1,730 Closed
Hudson Bay Capital Management
283
Hudson Bay Capital Management
Connecticut
-$1.45M -1,553 Closed
MSA
284
Mason Street Advisors
Wisconsin
-$1.44M -1,546 Closed
EI
285
EAM Investors
California
-$1.44M -1,541 Closed
EIM
286
Essex Investment Management
Massachusetts
-$1.29M -1,378 Closed
AWM
287
AE Wealth Management
Kansas
-$655K -702 Closed
SC
288
Sculptor Capital
New York
-$417K -447 Closed
YIH
289
Y-Intercept (HK)
Hong Kong
-$411K -445 Closed
MCC
290
Money Concepts Capital
Florida
-$309K -331 Closed
MYIA
291
Mount Yale Investment Advisors
Colorado
-$282K -302 Closed
BCV
292
Banque Cantonale Vaudoise
Switzerland
-$256K -275 Closed
PM
293
Parametrica Management
Hong Kong
-$251K -269 Closed
LIA
294
LS Investment Advisors
Michigan
-$248K -266 Closed
II
295
Inspire Investing
Idaho
-$247K -265 Closed
PRC
296
Pearl River Capital
Michigan
-$211K -227 Closed
UCFA
297
United Capital Financial Advisors
Texas
-$212K -227 Closed
FNBOO
298
First National Bank of Omaha
Nebraska
-$211K -226 Closed
FCBT
299
First Citizens Bank & Trust
North Carolina
-$210K -225 Closed
FTDI
300
First Trust Direct Indexing
Massachusetts
-$125K -134 Closed

LPSN Hedge Fund Activity: Q1 2021 in Review

268 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q1 2021, worth a combined $3.65B — down 17% from $4.41B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of LPSN and 35 opened new positions — a net loss of 9 holders — while 96 trimmed existing stakes and 109 added.

The largest buyer was BlackRock, adding an estimated $36.1M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 268 institutional investors held LivePerson (LPSN) as of Q1 2021, down from 279 in Q4 2020.
  • Funds reported $3.65B of LivePerson stock for Q1 2021, down 17% quarter-over-quarter.
  • 35 funds opened new LivePerson positions in Q1 2021 and 44 closed out, a net change of -9 holders.
  • The largest LivePerson buyer in Q1 2021 was BlackRock, an estimated $36.1M added.
  • The largest LivePerson seller in Q1 2021 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2021.