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LivePerson

72 hedge funds and large institutions have $42.1M invested in LivePerson in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $532K

67% more capital invested

Capital invested by funds: $25.3M → $42.1M (+$16.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.84% less ownership

Funds ownership: 3.31%2.47% (-0.84%)

21% less funds holding

Funds holding: 9172 (-19)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

73% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 26

Holders
72
Holders Change
-19
Holders Change %
-20.88%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
17
Reduced
24
Closed
26
Calls
$2.44M
Puts
$532K
Net Calls
+$1.91M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
AS
51
Altshuler Shaham
Israel
$15.6K +$13.8K +813 New
PWM
52
Palumbo Wealth Management
New York
$15.5K +$1.32K +78 +11%
Bank of America
53
Bank of America
North Carolina
$14.5K -$246K -14,513 -95%
LWAM
54
Legacy Wealth Asset Management
Minnesota
$12.8K
AAS
55
Avantax Advisory Services
Texas
$12.8K +$11.3K +667 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$12.6K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$9K -$102 -6 -1%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$6K -$5.56K -328 -50%
Wells Fargo
59
Wells Fargo
California
$5.04K
Osaic Holdings
60
Osaic Holdings
Arizona
$4.2K
Federated Hermes
61
Federated Hermes
Pennsylvania
$3.57K -$8.95K -528 -74%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$2.43K -$35.2K -2,073 -94%
Barclays
63
Barclays
United Kingdom
$1.71K
Zurich Cantonal Bank
64
Zurich Cantonal Bank
Switzerland
$824 -$153 -9 -17%
WWP
65
WR Wealth Planners
Missouri
$614
US Bancorp
66
US Bancorp
Minnesota
$335
MAM
67
Morse Asset Management
Connecticut
$320 +$288 +17 New
SS
68
Sunbelt Securities
Texas
$256
AF
69
Allworth Financial
California
$52
VCM
70
Versant Capital Management
Arizona
$36
HI
71
Hoey Investments
Pennsylvania
$6
PA
72
Pineridge Advisors
Missouri
$1
SP
73
Solel Partners
Massachusetts
-$2.38M -272,977 Closed
ACM
74
Archon Capital Management
Washington
-$426K -48,928 Closed
Squarepoint
75
Squarepoint
New York
-$265K -30,417 Closed

LPSN Hedge Fund Activity: Q3 2024 in Review

72 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q3 2024, worth a combined $42.1M — up 67% from $25.3M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of LPSN and 7 opened new positions — a net loss of 19 holders — while 24 trimmed existing stakes and 17 added.

The largest buyer was Renaissance Technologies, adding an estimated $1.81M. The largest seller was Solel Partners, exiting entirely with an estimated $2.38M sold.

  • 72 institutional investors held LivePerson (LPSN) as of Q3 2024, down from 91 in Q2 2024.
  • Funds reported $42.1M of LivePerson stock for Q3 2024, up 67% quarter-over-quarter.
  • 7 funds opened new LivePerson positions in Q3 2024 and 26 closed out, a net change of -19 holders.
  • The largest LivePerson buyer in Q3 2024 was Renaissance Technologies, an estimated $1.81M added.
  • The largest LivePerson seller in Q3 2024 was Solel Partners, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2024.