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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
Norges Bank
26
Norges Bank
Norway
$25.1M -$8.45M -9,127 -22%
Principal Financial Group
27
Principal Financial Group
Iowa
$23.6M +$178K +192 +0.6%
Citigroup
28
Citigroup
New York
$22.6M +$13.8M +14,948 +110%
Charles Schwab
29
Charles Schwab
California
$22.6M +$1M +1,081 +4%
HIM
30
Herald Investment Management
United Kingdom
$22.5M
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$20.3M +$4.24M +4,574 +22%
William Blair Investment Management
32
William Blair Investment Management
Illinois
$19.9M +$1.77M +1,914 +8%
SC
33
Shellback Capital
Massachusetts
$19.6M +$3.57M +3,856 +18%
AIC
34
AWM Investment Company
New York
$18.5M -$623K -673 -3%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$17.9M +$17.8M +19,235 +560%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$17.5M +$15.7M +17,000 +330%
Morgan Stanley
37
Morgan Stanley
New York
$17.1M +$6.36M +6,866 +46%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$16.8M +$19.7M +21,223 +31,210%
UBS AM
39
UBS AM
Illinois
$15.8M -$101K -109 -0.5%
Ameriprise
40
Ameriprise
Minnesota
$15.7M +$1.52M +1,643 +9%
RI
41
Redwood Investments
Massachusetts
$15.4M -$2.99M -3,225 -14%
PAM
42
Panagora Asset Management
Massachusetts
$15.1M +$2.49M +2,689 +16%
Citadel Advisors
43
Citadel Advisors
Florida
$14.3M +$3.61M +3,892 +28%
William Blair & Company
44
William Blair & Company
Illinois
$14.2M +$62.1K +67 +0.4%
JP Morgan Chase
45
JP Morgan Chase
New York
$14.1M +$9.91M +10,703 +150%
Handelsbanken Fonder
46
Handelsbanken Fonder
Sweden
$13.8M +$2.47M +2,666 +18%
SFM
47
Sphera Funds Management
Israel
$13.7M +$16.1M +17,333 New
Bank of America
48
Bank of America
North Carolina
$13.4M +$3.87M +4,177 +33%
FAM
49
Fred Alger Management
New York
$12.9M +$2.11M +2,273 +16%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$12.6M -$2.3M -2,480 -13%

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.