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LivePerson

259 hedge funds and large institutions have $4.34B invested in LivePerson in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $9.12M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

28% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 82

19% more capital invested

Capital invested by funds: $3.65B → $4.34B (+$694M)

0.05% less ownership

Funds ownership: 6.8%6.75% (-0.05%)

3% less funds holding

Funds holding: 268259 (-9)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
259
Holders Change
-9
Holders Change %
-3.36%
% of All Funds
4.51%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.17%
New
29
Increased
105
Reduced
82
Closed
36
Calls
$39.1M
Puts
$9.12M
Net Calls
+$29.9M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$28.7M +$406K +482 +2%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$28.7M +$3.87M +4,593 +18%
Charles Schwab
28
Charles Schwab
California
$28M +$818K +971 +3%
Citigroup
29
Citigroup
New York
$27.9M +$731K +868 +3%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$27.6M +$5.38M +6,389 +28%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$27M +$5.31M +6,300 +28%
HIM
32
Herald Investment Management
United Kingdom
$26.9M
Handelsbanken Fonder
33
Handelsbanken Fonder
Sweden
$26.6M +$8.93M +10,594 +61%
FAM
34
Fred Alger Management
New York
$26.1M +$9.53M +11,312 +70%
AIC
35
AWM Investment Company
New York
$22.1M
Goldman Sachs
36
Goldman Sachs
New York
$22M -$10M -11,920 -34%
PCM
37
Portolan Capital Management
Massachusetts
$21.4M +$6.19M +7,349 +48%
Ameriprise
38
Ameriprise
Minnesota
$19.6M +$636K +755 +4%
WCM Investment Management
39
WCM Investment Management
California
$18.9M +$4.55M +5,398 +37%
RI
40
Redwood Investments
Massachusetts
$18.4M -$86K -102 -0.5%
UBS AM
41
UBS AM
Illinois
$18.3M -$556K -660 -3%
PAM
42
Panagora Asset Management
Massachusetts
$17.4M -$682K -809 -4%
Morgan Stanley
43
Morgan Stanley
New York
$16.6M -$3.53M -4,188 -19%
William Blair & Company
44
William Blair & Company
Illinois
$16.4M -$533K -632 -4%
JG
45
Jefferies Group
New York
$15.4M +$13.6M +16,185 New
KCM
46
Kennedy Capital Management
Missouri
$14.5M +$1.78M +2,112 +16%
SFM
47
Sphera Funds Management
Israel
$14.2M -$1.97M -2,333 -13%
Bank of America
48
Bank of America
North Carolina
$14M -$1.87M -2,215 -13%
MTWSIF
49
Mivtachim The Workers Social Insurance Fund
Israel
$13.9M +$1.6M +1,904 +15%
NNPTE
50
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$13.8M +$271K +322 +2%

LPSN Hedge Fund Activity: Q2 2021 in Review

259 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q2 2021, worth a combined $4.34B — up 19% from $3.65B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of LPSN and 29 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 105 added.

The largest buyer was Macquarie Group, adding an estimated $56.8M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $29.4M sold.

  • 259 institutional investors held LivePerson (LPSN) as of Q2 2021, down from 268 in Q1 2021.
  • Funds reported $4.34B of LivePerson stock for Q2 2021, up 19% quarter-over-quarter.
  • 29 funds opened new LivePerson positions in Q2 2021 and 36 closed out, a net change of -7 holders.
  • The largest LivePerson buyer in Q2 2021 was Macquarie Group, an estimated $56.8M added.
  • The largest LivePerson seller in Q2 2021 was Sumitomo Mitsui Trust Group, an estimated $29.4M sold.

Based on aggregated 13F filings for Q2 2021.