We are live on ! Find out more
LPSN icon

LivePerson

131 hedge funds and large institutions have $252M invested in LivePerson in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $640K

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

22% more capital invested

Capital invested by funds: $207M → $252M (+$45.5M)

0.93% more ownership

Funds ownership: 4.56%5.49% (+0.93%)

4% less funds holding

Funds holding: 136131 (-5)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

Holders
131
Holders Change
-5
Holders Change %
-3.68%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
51
Reduced
35
Closed
30
Calls
$1.75M
Puts
$640K
Net Calls
+$1.11M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$2.11M +$117K +2,545 +7%
Fuller & Thaler Asset Management
27
Fuller & Thaler Asset Management
California
$1.86M
Goldman Sachs
28
Goldman Sachs
New York
$1.7M -$238K -5,165 -15%
Walleye Capital
29
Walleye Capital
New York
$1.67M +$1.35M +29,353 New
HIM
30
Herald Investment Management
United Kingdom
$1.61M
WVP
31
Worth Venture Partners
New Jersey
$1.52M +$1.23M +26,714 New
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$1.43M +$517K +11,224 +80%
N
33
Nuveen
North Carolina
$1.41M -$197K -4,288 -15%
EPA
34
Element Pointe Advisors
Florida
$1.33M
AQR Capital Management
35
AQR Capital Management
Connecticut
$1.3M +$388K +8,433 +58%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.2M +$241K +5,225 +33%
ACM
37
AH Capital Management
California
$1.15M +$932K +20,248 New
Jane Street
38
Jane Street
New York
$1.11M +$266K +5,787 +42%
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$823K -$710K -15,418 -51%
ASN
40
Advisory Services Network
Georgia
$817K +$16.7K +363 +3%
Millennium Management
41
Millennium Management
New York
$750K -$364K -7,897 -37%
Barclays
42
Barclays
United Kingdom
$702K +$283K +6,145 +99%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$677K +$548K +11,909 New
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$665K +$203K +4,414 +61%
Citigroup
45
Citigroup
New York
$636K -$596K -12,944 -54%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$620K +$50.8K +1,104 +11%
JP Morgan Chase
47
JP Morgan Chase
New York
$614K +$175K +3,803 +54%
Bank of America
48
Bank of America
North Carolina
$613K +$14.7K +320 +3%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$434K +$137K +2,965 +63%
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$425K +$344K +7,474 New

LPSN Hedge Fund Activity: Q4 2023 in Review

131 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q4 2023, worth a combined $252M — up 22% from $207M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of LPSN and 27 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 51 added.

The largest buyer was Vector Capital Management, opening a new position worth an estimated $30M. The largest seller was Ameriprise, exiting entirely with an estimated $6.76M sold.

  • 131 institutional investors held LivePerson (LPSN) as of Q4 2023, down from 136 in Q3 2023.
  • Funds reported $252M of LivePerson stock for Q4 2023, up 22% quarter-over-quarter.
  • 27 funds opened new LivePerson positions in Q4 2023 and 30 closed out, a net change of -3 holders.
  • The largest LivePerson buyer in Q4 2023 was Vector Capital Management, an estimated $30M added.
  • The largest LivePerson seller in Q4 2023 was Ameriprise, an estimated $6.76M sold.

Based on aggregated 13F filings for Q4 2023.