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LivePerson
LPSN

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: 146 → 136 (-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

Top Buyers

Rank Fund Capital Flow
1
SP
Solel Partners
Massachusetts
+$10.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$4.67M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$3.32M
4
GC
Guggenheim Capital
Illinois
+$3.24M
5
Marshall Wace
Marshall Wace
United Kingdom
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
SV
Starboard Value
New York
-$10.7M
2
Millennium Management
Millennium Management
New York
-$8.17M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.04M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$4.74M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
126
Migdal Insurance & Financial Holdings
Israel
$1K – – –
QC
127
Quent Capital
New York
$926 – – –
SS
128
Sunbelt Securities
Texas
$778 – – –
S
129
SignatureFD
Georgia
$762 – – –
LC
130
Lindbrook Capital
California
$408 -$922 -14 -67%
AS
131
Altshuler Shaham
Israel
$295 – – –
FP
132
Financial Perspectives
Minnesota
$289 – – –
FMII
133
Farmers & Merchants Investments Inc
Nebraska
$171 – – –
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$140 -$4.15K -63 -97%
SV
135
Starboard Value
New York
– -$10.7M -157,333 Closed
Fisher Asset Management
136
Fisher Asset Management
Washington
– -$4.74M -69,899 Closed
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
– -$2.71M -39,936 Closed
Norges Bank
138
Norges Bank
Norway
– -$2.34M -34,456 Closed
E
139
Ergoteles
New York
– -$2.05M -30,275 Closed
PF
140
Phoenix Financial
Israel
– -$1.98M -29,251 Closed
Arrowstreet Capital
141
Arrowstreet Capital
Massachusetts
– -$904K -13,330 Closed
XT
142
XTX Topco
Cayman Islands
– -$737K -10,866 Closed
Walleye Capital
143
Walleye Capital
New York
– -$324K -4,774 Closed
II
144
Inspire Investing
Idaho
– -$315K -4,648 Closed
LCM
145
Laurion Capital Management
New York
– -$250K -3,694 Closed
SFI
146
Susquehanna Fundamental Investments
Pennsylvania
– -$172K -2,531 Closed
FP
147
Factorial Partners
New York
– -$167K -2,467 Closed
CC
148
Centiva Capital
New York
– -$131K -1,925 Closed
State of Tennessee, Department of Treasury
149
State of Tennessee, Department of Treasury
Tennessee
– -$108K -1,587 Closed
ECM
150
Everence Capital Management
Indiana
– -$84K -1,528 Closed
3 4 5
6
7

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.