We are live on ! Find out more
LPSN icon

LivePerson

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: 146136 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
JF
101
Jump Financial
Illinois
$62.3K -$1.09M -16,554 -94%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$58.5K +$64.7K +983 New
TC
103
TwinBeech Capital
New York
$54.6K +$61.6K +936 New
DT
104
Diversified Trust
Tennessee
$53.8K +$60.6K +921 New
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$51.3K +$329 +5 +0.6%
PFS
106
Prospera Financial Services
Texas
$51.2K +$57.7K +877 New
AB
107
Amalgamated Bank
New York
$39K
TRCT
108
Tower Research Capital (TRC)
New York
$38.1K -$70.5K -1,071 -62%
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$38K
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$37.7K -$395 -6 -0.9%
Group One Trading
111
Group One Trading
Illinois
$34.1K +$38.5K +585 New
AIP
112
Ameritas Investment Partners
Nebraska
$28.1K +$9.41K +143 +42%
US Bancorp
113
US Bancorp
Minnesota
$24.3K +$1.19K +18 +5%
Allspring Global Investments
114
Allspring Global Investments
North Carolina
$22K +$21.5K +327 +667%
Osaic Holdings
115
Osaic Holdings
Arizona
$18.5K +$5.66K +86 +37%
MIA
116
Milestone Investment Advisors
Wisconsin
$17.2K +$19.4K +294 New
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$15.3K
Canada Life
118
Canada Life
Manitoba, Canada
$14K
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$6.89K +$197 +3 +3%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$3K +$724 +11 +29%
FFA
121
Farther Finance Advisors
California
$2.66K
WWP
122
WR Wealth Planners
Missouri
$1.87K
Comerica Bank
123
Comerica Bank
Texas
$1.4K +$1.58K +24 New
VCM
124
Versant Capital Management
Arizona
$1.36K +$263 +4 +21%
Simplex Trading
125
Simplex Trading
Illinois
$1K -$71.2K -1,081 -98%

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.