LivePerson
LPSN
279 hedge funds and large institutions have $4.41B invested in LivePerson in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 91 increasing their positions, 96 reducing their positions, and 30 closing their positions.
384% more call options, than puts
Call options by funds: $32.7M | Put options by funds: $6.74M
123% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 30
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
22% more capital invested
Capital invested by funds: $3.61B → $4.41B (+$806M)
14% more funds holding
Funds holding: 245 → 279 (+34)
0.07% more ownership
Funds ownership: 7% → 7.07% (+0.07%)
5% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAMA
Nikko Asset Management Americas
New York
|
+$31.4M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$30.3M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$26.1M |
| 4 |
BlackRock
New York
|
+$23.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$91.3M |
| 2 |
RG
Rathbones Group
Liverpool,
United Kingdom
|
-$40.7M |
| 3 |
RC
RGM Capital
Naples,
Florida
|
-$21.7M |
| 4 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$12.1M |
| 5 |
SC
Shellback Capital
Boston,
Massachusetts
|
-$11.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
301
Parallel Advisors
San Francisco,
California
| – | -$170K | -219 | Closed |
|
|
HFM
302
Harvest Fund Management
Beijing,
China
| – | -$106K | -132 | Closed |
|
|
PCM
303
Prelude Capital Management
New York
| – | -$88K | -113 | Closed |
|
|
FC
304
FORA Capital
Miami,
Florida
| – | -$74K | -95 | Closed |
|
|
CFA
305
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$11K | -14 | Closed |
|
|
FHA
306
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$10K | -13 | Closed |
|
|
BWM
307
BNC Wealth Management
Beaverton,
Oregon
| – | -$3K | -4 | Closed |
|
308
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -3 | Closed |
|
|
AWA
309
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | +$860 | +1 | New |
|
LPSN Hedge Fund Activity: Q4 2020 in Review
279 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q4 2020, worth a combined $4.41B — up 22% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new LPSN positions and 30 closed out — a net gain of 37 holders — while 91 added to existing stakes and 96 trimmed.
The largest buyer was Nikko Asset Management Americas, adding an estimated $31.4M. The largest seller was Fidelity Investments, cutting an estimated $91.3M.
- 279 institutional investors held LivePerson (LPSN) as of Q4 2020, up from 245 in Q3 2020.
- Funds reported $4.41B of LivePerson stock for Q4 2020, up 22% quarter-over-quarter.
- 67 funds opened new LivePerson positions in Q4 2020 and 30 closed out, a net change of +37 holders.
- The largest LivePerson buyer in Q4 2020 was Nikko Asset Management Americas, an estimated $31.4M added.
- The largest LivePerson seller in Q4 2020 was Fidelity Investments, an estimated $91.3M sold.
Based on aggregated 13F filings for Q4 2020.