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LivePerson
LPSN

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: 160 → 146 (-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

Top Buyers

1
Millennium Management
Millennium Management
New York
+$8.71M
2
SP
Solel Partners
Massachusetts
+$5.85M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.78M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.23M
5
AIC
AWM Investment Company
New York
+$3.79M

Top Sellers

1
BlackRock
BlackRock
New York
-$26.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.1M
3
State Street
State Street
Massachusetts
-$5.28M
4
Squarepoint
Squarepoint
New York
-$3.96M
5
Morgan Stanley
Morgan Stanley
New York
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
151
TwinBeech Capital
New York
– -$547K -8,275 Closed
Public Sector Pension Investment Board (PSP Investments)
152
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$543K -8,214 Closed
DTL
153
Dynamic Technology Lab
Singapore
– -$383K -5,793 Closed
CSS
154
Cubist Systematic Strategies
Connecticut
– -$352K -5,328 Closed
COPPSERS
155
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$327K -4,945 Closed
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
– -$306K -4,628 Closed
Prudential Financial
157
Prudential Financial
New Jersey
– -$300K -4,538 Closed
TPSF
158
Texas Permanent School Fund
Texas
– -$299K -4,522 Closed
SOADOR
159
State of Alaska Department of Revenue
Alaska
– -$211K -3,198 Closed
JFG
160
Jefferies Financial Group
New York
– -$182K -2,744 Closed
YCM
161
Yousif Capital Management
Michigan
– -$177K -2,671 Closed
AAP
162
Ardsley Advisory Partners
Connecticut
– -$154K -2,333 Closed
LSERS
163
Louisiana State Employees Retirement System
Louisiana
– -$144K -2,180 Closed
MSRPS
164
Maryland State Retirement & Pension System
Maryland
– -$125K -1,891 Closed
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
– -$102K -1,549 Closed
LI
166
LMCG Investments
Massachusetts
– -$77.9K -1,178 Closed
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
– -$185K -983 Closed
CC
168
Corton Capital
Ontario, Canada
– -$64.1K -970 Closed
VanEck Associates
169
VanEck Associates
New York
– -$63K -958 Closed
Victory Capital Management
170
Victory Capital Management
Texas
– -$53.4K -808 Closed
ProShare Advisors
171
ProShare Advisors
Maryland
– -$52.4K -792 Closed
DU
172
Delphia (USA)
Ontario, Canada
– -$52K -786 Closed
IFU
173
iSAM Funds (UK)
United Kingdom
– -$51.3K -775 Closed
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
– -$50K -753 Closed
KBC Group
175
KBC Group
Belgium
– -$27K -401 Closed
4 5 6
7
8

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.