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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Solel Partners
Boston,
Massachusetts
|
+$10.4M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$4.67M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$3.32M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$3.24M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Starboard Value
New York
|
-$10.7M |
| 2 |
Millennium Management
New York
|
-$8.17M |
| 3 |
D.E. Shaw & Co
New York
|
-$5.04M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$4.74M |
| 5 |
Two Sigma Investments
New York
|
-$2.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Wolverine Trading
Chicago,
Illinois
| – | -$91.9K | -1,350 | Closed |
|
|
HT
152
Headlands Technologies
Chicago,
Illinois
| – | -$85.7K | -1,264 | Closed |
|
|
NRD
153
Nebula Research & Development
New York
| – | -$65.6K | -968 | Closed |
|
|
AIM
154
Aigen Investment Management
New York
| – | -$59.2K | -873 | Closed |
|
|
MFS
155
Mirabella Financial Services
London,
United Kingdom
| – | -$57.3K | -846 | Closed |
|
|
PCM
156
Prelude Capital Management
New York
| – | -$49.7K | -732 | Closed |
|
|
BAM
157
Byrne Asset Management
Kingston,
New Jersey
| – | -$27K | -400 | Closed |
|
|
BAM
158
Bosun Asset Management
Chicago,
Illinois
| – | -$22.6K | -333 | Closed |
|
|
TRSOTSOK
159
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| – | -$11K | -165 | Closed |
|
|
CG
160
Cutler Group
San Francisco,
California
| – | -$9K | -140 | Closed |
|
|
QCG
161
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$290 | -4 | Closed |
|
|
WWM
162
Wolff Wiese Magana
Carslbad,
California
| – | -$249 | -4 | Closed |
|
|
EC
163
Elequin Capital
New York
| – | -$27 | – | – |
|
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.