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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
AEPI
51
AH Equity Partners IV
California
$8.09M +$10.5M +15,101 New
NNPTE
52
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$8.07M +$149K +215 +1%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$7.87M +$80.5K +116 +0.8%
PCM
54
Portolan Capital Management
Massachusetts
$7.59M -$424K -611 -4%
N
55
Natixis
France
$7.23M -$694 -1 -0%
Legal & General Group
56
Legal & General Group
United Kingdom
$6.76M +$363K +523 +4%
MTWSIF
57
Mivtachim The Workers Social Insurance Fund
Israel
$6.63M -$1.54M -2,227 -15%
Squarepoint
58
Squarepoint
New York
$6.27M +$5.38M +7,758 +197%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$6.23M +$2.82M +4,062 +54%
MOACM
60
Mutual of America Capital Management
New York
$5.66M +$2.29M +3,303 +45%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$5.53M +$198K +286 +3%
UBS Group
62
UBS Group
Switzerland
$5.31M +$5.47M +7,888 +390%
Swiss National Bank
63
Swiss National Bank
Switzerland
$5.21M +$46.5K +67 +0.7%
Axa
64
Axa
France
$4.86M
Public Sector Pension Investment Board (PSP Investments)
65
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.79M +$139K +200 +2%
PPA
66
Parametric Portfolio Associates
Washington
$4.7M -$736K -1,061 -11%
MAP
67
Moody Aldrich Partners
Massachusetts
$4.63M -$2.87M -4,132 -32%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$4.59M
HI
69
Handelsinvest Investeringsforvaltning
Denmark
$4.46M
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$4.42M
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$4.33M +$5.61M +8,086 New
EAM
72
Eagle Asset Management
Florida
$4.13M -$701K -1,011 -12%
Fisher Asset Management
73
Fisher Asset Management
Washington
$4.04M +$366K +527 +8%
CIS
74
Connors Investor Services
Pennsylvania
$3.58M +$1.49M +2,145 +47%
CSS
75
Cubist Systematic Strategies
Connecticut
$3.53M +$3.34M +4,811 +270%

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.