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LivePerson

146 hedge funds and large institutions have $261M invested in LivePerson in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 58 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% less ownership

Funds ownership: 5.52%4.88% (-0.64%)

6% less capital invested

Capital invested by funds: $277M → $261M (-$16M)

9% less funds holding

Funds holding: 160146 (-14)

26% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 58

33% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 40

38% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $2.17M

Holders
146
Holders Change
-14
Holders Change %
-8.75%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
43
Reduced
58
Closed
40
Calls
$1.35M
Puts
$2.17M
Net Calls
-$819K
Net Calls Change
-$680K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
126
Cutler Group
California
$9K +$7.14K +110 +367%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$7.82K +$5.64K +87 +311%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$4.43K -$33.9K -523 -89%
Allspring Global Investments
129
Allspring Global Investments
North Carolina
$3.3K -$16.4K -252 -84%
FFA
130
Farther Finance Advisors
California
$3.09K +$2.79K +43 +1,433%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$3K -$5.9K -91 -71%
WWP
132
WR Wealth Planners
Missouri
$2.17K
LC
133
Lindbrook Capital
California
$1.41K +$1.36K +21 New
VCM
134
Versant Capital Management
Arizona
$1.3K -$5.77K -89 -82%
QC
135
Quent Capital
New York
$1.08K
MIFH
136
Migdal Insurance & Financial Holdings
Israel
$1K -$1.43K -22 -52%
SS
137
Sunbelt Securities
Texas
$904 +$843 +13 New
S
138
SignatureFD
Georgia
$886 -$843 -13 -50%
AS
139
Altshuler Shaham
Israel
$339
FP
140
Financial Perspectives
Minnesota
$335
QCG
141
Quadrant Capital Group
Ohio
$290 -$454 -7 -64%
WWM
142
Wolff Wiese Magana
California
$249 -$19.1K -295 -99%
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$199
EC
144
Elequin Capital
New York
$27
Principal Financial Group
145
Principal Financial Group
Iowa
-$1.86M -28,178 Closed
Balyasny Asset Management
146
Balyasny Asset Management
Illinois
-$1.55M -23,473 Closed
Voloridge Investment Management
147
Voloridge Investment Management
Florida
-$1.26M -19,082 Closed
CI
148
Clal Insurance
Israel
-$1.25M -18,962 Closed
New York State Teachers Retirement System (NYSTRS)
149
New York State Teachers Retirement System (NYSTRS)
New York
-$664K -10,044 Closed
MOACM
150
Mutual of America Capital Management
New York
-$656K -9,910 Closed

LPSN Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q2 2023, worth a combined $261M — down 5.8% from $277M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of LPSN and 27 opened new positions — a net loss of 13 holders — while 58 trimmed existing stakes and 43 added.

The largest buyer was Millennium Management, adding an estimated $8.71M. The largest seller was BlackRock, cutting an estimated $26.3M.

  • 146 institutional investors held LivePerson (LPSN) as of Q2 2023, down from 160 in Q1 2023.
  • Funds reported $261M of LivePerson stock for Q2 2023, down 5.8% quarter-over-quarter.
  • 27 funds opened new LivePerson positions in Q2 2023 and 40 closed out, a net change of -13 holders.
  • The largest LivePerson buyer in Q2 2023 was Millennium Management, an estimated $8.71M added.
  • The largest LivePerson seller in Q2 2023 was BlackRock, an estimated $26.3M sold.

Based on aggregated 13F filings for Q2 2023.