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LivePerson
LPSN

136 hedge funds and large institutions have $207M invested in LivePerson in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 43

0.32% less ownership

Funds ownership: 4.88% → 4.56% (-0.32%)

7% less funds holding

Funds holding: 146 → 136 (-10)

14% less call options, than puts

Call options by funds: $523K | Put options by funds: $607K

21% less capital invested

Capital invested by funds: $261M → $207M (-$54.7M)

34% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 29

Holders
136
Holders Change
-10
Holders Change %
-6.85%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
53
Reduced
43
Closed
29
Calls
$523K
Puts
$607K
Net Calls
-$84K
Net Calls Change
+$735K

Top Buyers

1
SP
Solel Partners
Massachusetts
+$10.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$4.67M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$3.32M
4
GC
Guggenheim Capital
Illinois
+$3.24M
5
Marshall Wace
Marshall Wace
United Kingdom
+$2.46M

Top Sellers

1
SV
Starboard Value
New York
-$10.7M
2
Millennium Management
Millennium Management
New York
-$8.17M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.04M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$4.74M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
DSCM
26
Divisadero Street Capital Management
Florida
$1.91M +$618K +9,394 +40%
Fuller & Thaler Asset Management
27
Fuller & Thaler Asset Management
California
$1.91M +$2.15M +32,652 New
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$1.78M +$577K +8,765 +41%
N
29
Nuveen
North Carolina
$1.7M +$1.31M +19,942 +217%
HIM
30
Herald Investment Management
United Kingdom
$1.65M – – –
PVM
31
Palogic Value Management
Texas
$1.52M -$876K -13,313 -34%
Citigroup
32
Citigroup
New York
$1.41M +$127K +1,927 +9%
EPA
33
Element Pointe Advisors
Florida
$1.36M – – –
Millennium Management
34
Millennium Management
New York
$1.23M -$8.17M -124,112 -85%
GCP
35
GSA Capital Partners
United Kingdom
$1M +$162K +2,468 +17%
Squarepoint
36
Squarepoint
New York
$978K -$480K -7,297 -30%
UBS Group
37
UBS Group
Switzerland
$947K +$314K +4,774 +42%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$923K +$22.6K +343 +2%
Morgan Stanley
39
Morgan Stanley
New York
$883K -$609K -9,250 -38%
AQR Capital Management
40
AQR Capital Management
Connecticut
$842K +$950K +14,435 New
ASN
41
Advisory Services Network
Georgia
$817K +$580K +8,803 +169%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$814K +$919K +13,957 New
Jane Street
43
Jane Street
New York
$805K -$1.42M -21,550 -61%
Bank of America
44
Bank of America
North Carolina
$610K +$160K +2,436 +30%
Swiss National Bank
45
Swiss National Bank
Switzerland
$608K +$33.3K +506 +5%
DFCM
46
Dark Forest Capital Management
Puerto Rico
$592K +$79.1K +1,202 +13%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$572K +$141K +2,149 +28%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$492K +$280K +4,247 +102%
Deutsche Bank
49
Deutsche Bank
Germany
$491K -$45.2K -687 -8%
CS
50
Credit Suisse
Switzerland
$469K -$11.2K -170 -2%
1
2
3 4 5

LPSN Hedge Fund Activity: Q3 2023 in Review

136 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q3 2023, worth a combined $207M — down 21% from $261M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of LPSN and 19 opened new positions — a net loss of 10 holders — while 43 trimmed existing stakes and 53 added.

The largest buyer was Solel Partners, adding an estimated $10.4M. The largest seller was Starboard Value, exiting entirely with an estimated $10.7M sold.

  • 136 institutional investors held LivePerson (LPSN) as of Q3 2023, down from 146 in Q2 2023.
  • Funds reported $207M of LivePerson stock for Q3 2023, down 21% quarter-over-quarter.
  • 19 funds opened new LivePerson positions in Q3 2023 and 29 closed out, a net change of -10 holders.
  • The largest LivePerson buyer in Q3 2023 was Solel Partners, an estimated $10.4M added.
  • The largest LivePerson seller in Q3 2023 was Starboard Value, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2023.