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LivePerson

146 hedge funds and large institutions have $261M invested in LivePerson in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 58 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% less ownership

Funds ownership: 5.52%4.88% (-0.64%)

6% less capital invested

Capital invested by funds: $277M → $261M (-$16M)

9% less funds holding

Funds holding: 160146 (-14)

26% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 58

33% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 40

38% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $2.17M

Holders
146
Holders Change
-14
Holders Change %
-8.75%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
43
Reduced
58
Closed
40
Calls
$1.35M
Puts
$2.17M
Net Calls
-$819K
Net Calls Change
-$680K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$2.4M +$1.53M +23,627 +202%
Norges Bank
27
Norges Bank
Norway
$2.34M +$1.35M +20,760 +152%
Charles Schwab
28
Charles Schwab
California
$2.16M -$194K -2,983 -9%
E
29
Ergoteles
New York
$2.05M +$1.96M +30,275 New
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.03M -$10.1M -156,028 -84%
PF
31
Phoenix Financial
Israel
$1.98M +$18K +278 +1%
HIM
32
Herald Investment Management
United Kingdom
$1.92M
Morgan Stanley
33
Morgan Stanley
New York
$1.65M -$3.46M -53,327 -69%
Squarepoint
34
Squarepoint
New York
$1.63M -$3.96M -60,975 -72%
DSCM
35
Divisadero Street Capital Management
Florida
$1.58M -$735K -11,334 -33%
EPA
36
Element Pointe Advisors
Florida
$1.58M +$1.51M +23,333 New
Citigroup
37
Citigroup
New York
$1.5M -$306K -4,716 -18%
Assenagon Asset Management
38
Assenagon Asset Management
Luxembourg
$1.44M +$148K +2,281 +12%
JF
39
Jump Financial
Illinois
$1.19M +$1.07M +16,491 +1,459%
HF
40
HRT Financial
New York
$1.17M +$1.12M +17,297 New
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.05M -$1.5M -23,135 -60%
GCP
42
GSA Capital Partners
United Kingdom
$999K +$956K +14,734 New
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$904K +$865K +13,330 New
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$873K -$75.1K -1,158 -8%
JP Morgan Chase
45
JP Morgan Chase
New York
$857K +$81K +1,249 +11%
UBS Group
46
UBS Group
Switzerland
$777K +$45.4K +700 +7%
OQS
47
Occudo Quantitative Strategies
Florida
$738K -$636K -9,805 -47%
XT
48
XTX Topco
Cayman Islands
$737K +$488K +7,520 +225%
Swiss National Bank
49
Swiss National Bank
Switzerland
$672K -$25.5K -393 -4%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$625K +$72.1K +1,112 +14%

LPSN Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q2 2023, worth a combined $261M — down 5.8% from $277M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of LPSN and 27 opened new positions — a net loss of 13 holders — while 58 trimmed existing stakes and 43 added.

The largest buyer was Millennium Management, adding an estimated $8.71M. The largest seller was BlackRock, cutting an estimated $26.3M.

  • 146 institutional investors held LivePerson (LPSN) as of Q2 2023, down from 160 in Q1 2023.
  • Funds reported $261M of LivePerson stock for Q2 2023, down 5.8% quarter-over-quarter.
  • 27 funds opened new LivePerson positions in Q2 2023 and 40 closed out, a net change of -13 holders.
  • The largest LivePerson buyer in Q2 2023 was Millennium Management, an estimated $8.71M added.
  • The largest LivePerson seller in Q2 2023 was BlackRock, an estimated $26.3M sold.

Based on aggregated 13F filings for Q2 2023.