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LivePerson

183 hedge funds and large institutions have $639M invested in LivePerson in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $9.7M | Put options by funds: $7.17M

6% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 65

0.1% more ownership

Funds ownership: 5.94%6.04% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 190183 (-7)

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

32% less capital invested

Capital invested by funds: $935M → $639M (-$297M)

Holders
183
Holders Change
-7
Holders Change %
-3.68%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
69
Reduced
65
Closed
34
Calls
$9.7M
Puts
$7.17M
Net Calls
+$2.53M
Net Calls Change
+$6.52M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
151
DZ Bank
Germany
$22.2K -$286K -1,493 -90%
Macquarie Group
152
Macquarie Group
Australia
$17K -$13.6K -71 -57%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$17K +$6.71K +35 +42%
ST
154
Sageworth Trust
Pennsylvania
$13K -$38.7K -202 -69%
AF
155
Allworth Financial
California
$12K +$16.5K +86 New
QCG
156
Quadrant Capital Group
Ohio
$10K +$4.21K +22 +42%
TWA
157
TCI Wealth Advisors
Arizona
$10K +$13.6K +71 New
SWA
158
Sutton Wealth Advisors
Florida
$7.1K -$192 -1 -2%
WFA
159
Wipfli Financial Advisors
Wisconsin
$6K +$8.62K +45 New
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$5K -$23.9K -125 -79%
MIFH
161
Migdal Insurance & Financial Holdings
Israel
$4K -$8.52M -44,470 -100%
VCM
162
Versant Capital Management
Arizona
$4K +$2.11K +11 +73%
PFBT
163
Parkside Financial Bank & Trust
Missouri
$4K +$4.6K +24 +1,200%
BTI
164
Blue Trust Inc
Georgia
$3K
MAM
165
Meeder Asset Management
Ohio
$3K
PA
166
Parallel Advisors
California
$3K +$1.72K +9 +75%
Lazard Asset Management
167
Lazard Asset Management
New York
$2K -$1.15K -6 -22%
QC
168
Quent Capital
New York
$2K
FF
169
FourThought Financial
Florida
$2K +$2.49K +13 New
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$1.67K +$55.6K +290 +3%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$1K -$13.4K -70 -89%
LC
172
Lindbrook Capital
California
$1K -$958 -5 -56%
MCM
173
Manchester Capital Management
Vermont
$1K -$575 -3 -43%
IA
174
IFP Advisors
Florida
$1K
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$1K +$958 +5 +250%

LPSN Hedge Fund Activity: Q3 2022 in Review

183 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q3 2022, worth a combined $639M — down 32% from $935M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of LPSN and 27 opened new positions — a net loss of 7 holders — while 65 trimmed existing stakes and 69 added.

The largest buyer was Janus Henderson Group, adding an estimated $33.1M. The largest seller was Credit Suisse, cutting an estimated $13.3M.

  • 183 institutional investors held LivePerson (LPSN) as of Q3 2022, down from 190 in Q2 2022.
  • Funds reported $639M of LivePerson stock for Q3 2022, down 32% quarter-over-quarter.
  • 27 funds opened new LivePerson positions in Q3 2022 and 34 closed out, a net change of -7 holders.
  • The largest LivePerson buyer in Q3 2022 was Janus Henderson Group, an estimated $33.1M added.
  • The largest LivePerson seller in Q3 2022 was Credit Suisse, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2022.