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LivePerson

245 hedge funds and large institutions have $3.61B invested in LivePerson in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 18

65% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $17.7M

35% more capital invested

Capital invested by funds: $2.68B → $3.61B (+$927M)

18% more funds holding

Funds holding: 208245 (+37)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0.49% more ownership

Funds ownership: 6.51%7% (+0.49%)

6% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 84

Holders
245
Holders Change
+37
Holders Change %
+17.79%
% of All Funds
4.94%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
56
Increased
79
Reduced
84
Closed
18
Calls
$29.3M
Puts
$17.7M
Net Calls
+$11.6M
Net Calls Change
+$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
26
Migdal Insurance & Financial Holdings
Israel
$27.3M +$8.08M +10,766 +44%
SC
27
Shellback Capital
Massachusetts
$26.5M -$3.56M -4,736 -12%
N
28
Nuveen
North Carolina
$25.1M +$9.4M +12,520 +64%
HIM
29
Herald Investment Management
United Kingdom
$25.1M -$866K -1,153 -3%
Principal Financial Group
30
Principal Financial Group
Iowa
$23.4M -$1.02M -1,359 -4%
Wells Fargo
31
Wells Fargo
California
$22.9M +$10.7M +14,305 +95%
RC
32
RGM Capital
Florida
$21.7M -$66.2M -88,158 -76%
Charles Schwab
33
Charles Schwab
California
$21M -$304K -405 -1%
CI Investments Inc
34
CI Investments Inc
Ontario, Canada
$18.9M +$6.57M +8,746 +57%
Citadel Advisors
35
Citadel Advisors
Florida
$18.8M +$12.8M +17,024 +242%
AIC
36
AWM Investment Company
New York
$18.7M -$6.11M -8,133 -25%
Goldman Sachs
37
Goldman Sachs
New York
$17.8M +$5.13M +6,836 +43%
William Blair Investment Management
38
William Blair Investment Management
Illinois
$16.3M +$530K +706 +3%
NNPTE
39
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$16.2M +$152K +202 +1%
UBS AM
40
UBS AM
Illinois
$16.2M -$3.44M -4,577 -18%
RI
41
Redwood Investments
Massachusetts
$15.7M -$5.44M -7,250 -26%
JP Morgan Chase
42
JP Morgan Chase
New York
$15.4M +$5.13M +6,833 +53%
Ameriprise
43
Ameriprise
Minnesota
$14.6M -$465K -620 -3%
William Blair & Company
44
William Blair & Company
Illinois
$14.5M +$10.6M +14,131 +319%
PC
45
Polar Capital
United Kingdom
$14.5M +$2.11M +2,814 +18%
MTWSIF
46
Mivtachim The Workers Social Insurance Fund
Israel
$13.9M -$526K -700 -4%
Barclays
47
Barclays
United Kingdom
$13.8M +$3.5M +4,666 +36%
CM
48
Castleark Management
Illinois
$13.8M +$3.07M +4,092 +30%
Bank of America
49
Bank of America
North Carolina
$13.6M +$2.82M +3,757 +27%
KCM
50
Kennedy Capital Management
Missouri
$13.5M -$4.98M -6,627 -28%

LPSN Hedge Fund Activity: Q3 2020 in Review

245 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q3 2020, worth a combined $3.61B — up 35% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new LPSN positions and 18 closed out — a net gain of 38 holders — while 79 added to existing stakes and 84 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $57.8M. The largest seller was RGM Capital, cutting an estimated $66.2M.

  • 245 institutional investors held LivePerson (LPSN) as of Q3 2020, up from 208 in Q2 2020.
  • Funds reported $3.61B of LivePerson stock for Q3 2020, up 35% quarter-over-quarter.
  • 56 funds opened new LivePerson positions in Q3 2020 and 18 closed out, a net change of +38 holders.
  • The largest LivePerson buyer in Q3 2020 was Baillie Gifford & Co, an estimated $57.8M added.
  • The largest LivePerson seller in Q3 2020 was RGM Capital, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2020.