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LivePerson

234 hedge funds and large institutions have $2.51B invested in LivePerson in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0.39% less ownership

Funds ownership: 6.86%6.46% (-0.39%)

6% less funds holding

Funds holding: 250234 (-16)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 55

40% less capital invested

Capital invested by funds: $4.16B → $2.51B (-$1.64B)

51% less call options, than puts

Call options by funds: $4.96M | Put options by funds: $10.2M

Holders
234
Holders Change
-16
Holders Change %
-6.4%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
41
Increased
83
Reduced
82
Closed
55
Calls
$4.96M
Puts
$10.2M
Net Calls
-$5.24M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$16.6M +$631K +909 +3%
Deutsche Bank
27
Deutsche Bank
Germany
$16.5M +$2.57M +3,704 +14%
JP
28
Jana Partners
New York
$16.3M +$21.1M +30,362 New
Principal Financial Group
29
Principal Financial Group
Iowa
$16M -$312K -450 -1%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$15.8M -$1.25M -1,802 -6%
HIM
31
Herald Investment Management
United Kingdom
$15.2M
FAM
32
Fred Alger Management
New York
$15.2M -$5.85M -8,432 -23%
Handelsbanken Fonder
33
Handelsbanken Fonder
Sweden
$14.7M +$4.62M +6,667 +32%
SG Americas Securities
34
SG Americas Securities
New York
$13.9M +$1.62M +2,332 +10%
Goldman Sachs
35
Goldman Sachs
New York
$13.8M +$4.76M +6,861 +36%
Morgan Stanley
36
Morgan Stanley
New York
$13.3M +$5.77M +8,311 +50%
JP Morgan Chase
37
JP Morgan Chase
New York
$13.2M +$12.7M +18,340 +293%
AIC
38
AWM Investment Company
New York
$12.9M +$462K +666 +3%
Renaissance Technologies
39
Renaissance Technologies
New York
$10.7M +$8.32M +11,994 +149%
Barclays
40
Barclays
United Kingdom
$10.6M +$4.14M +5,975 +43%
Ameriprise
41
Ameriprise
Minnesota
$10M +$180K +259 +1%
UBS AM
42
UBS AM
Illinois
$9.99M -$254K -366 -2%
RI
43
Redwood Investments
Massachusetts
$9.68M -$187K -269 -1%
PC
44
Pier Capital
Connecticut
$9.61M +$4.18M +6,026 +51%
KCM
45
Kennedy Capital Management
Missouri
$9.52M +$1.61M +2,325 +15%
Millennium Management
46
Millennium Management
New York
$9.29M +$7.68M +11,071 +177%
Bank of America
47
Bank of America
North Carolina
$8.85M -$290K -418 -2%
N
48
Nuveen
North Carolina
$8.6M -$30.7M -44,316 -73%
PAM
49
Panagora Asset Management
Massachusetts
$8.34M -$2.93M -4,224 -21%
WCM Investment Management
50
WCM Investment Management
California
$8.15M +$230K +332 +2%

LPSN Hedge Fund Activity: Q4 2021 in Review

234 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q4 2021, worth a combined $2.51B — down 40% from $4.16B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of LPSN and 41 opened new positions — a net loss of 14 holders — while 82 trimmed existing stakes and 83 added.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $51M. The largest seller was Fidelity Investments, cutting an estimated $79.2M.

  • 234 institutional investors held LivePerson (LPSN) as of Q4 2021, down from 250 in Q3 2021.
  • Funds reported $2.51B of LivePerson stock for Q4 2021, down 40% quarter-over-quarter.
  • 41 funds opened new LivePerson positions in Q4 2021 and 55 closed out, a net change of -14 holders.
  • The largest LivePerson buyer in Q4 2021 was Sumitomo Mitsui Trust Group, an estimated $51M added.
  • The largest LivePerson seller in Q4 2021 was Fidelity Investments, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2021.