LivePerson
LPSN
131 hedge funds and large institutions have $252M invested in LivePerson in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 30 closing their positions.
173% more call options, than puts
Call options by funds: $1.75M | Put options by funds: $640K
46% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 35
22% more capital invested
Capital invested by funds: $207M → $252M (+$45.5M)
0.93% more ownership
Funds ownership: 4.56% → 5.49% (+0.93%)
4% less funds holding
Funds holding: 136 → 131 (-5)
10% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vector Capital Management
San Francisco,
California
|
+$30M |
| 2 |
ACM
AIGH Capital Management
Baltimore,
Maryland
|
+$4.94M |
| 3 |
DSCM
Divisadero Street Capital Management
Miami,
Florida
|
+$3.71M |
| 4 |
Morgan Stanley
New York
|
+$3.3M |
| 5 |
SP
Solel Partners
Boston,
Massachusetts
|
+$3.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.76M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.14M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$4.01M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$2.62M |
| 5 |
D.E. Shaw & Co
New York
|
-$1.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Allspring Global Investments
Charlotte,
North Carolina
| – | -$22K | -376 | Closed |
|
|
MIA
152
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$17.2K | -294 | Closed |
|
153
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$14K | -245 | Closed |
|
|
WWP
154
WR Wealth Planners
Columbia,
Missouri
| – | -$1.87K | -32 | Closed |
|
|
QC
155
Quent Capital
New York
| – | -$926 | -16 | Closed |
|
|
S
156
SignatureFD
Atlanta,
Georgia
| – | -$762 | -13 | Closed |
|
|
LC
157
Lindbrook Capital
Calabasas,
California
| – | -$408 | -7 | Closed |
|
|
AS
158
Altshuler Shaham
Tel Aviv,
Israel
| – | -$295 | -5 | Closed |
|
|
FMII
159
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$171 | -3 | Closed |
|
LPSN Hedge Fund Activity: Q4 2023 in Review
131 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q4 2023, worth a combined $252M — up 22% from $207M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of LPSN and 27 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 51 added.
The largest buyer was Vector Capital Management, opening a new position worth an estimated $30M. The largest seller was Ameriprise, exiting entirely with an estimated $6.76M sold.
- 131 institutional investors held LivePerson (LPSN) as of Q4 2023, down from 136 in Q3 2023.
- Funds reported $252M of LivePerson stock for Q4 2023, up 22% quarter-over-quarter.
- 27 funds opened new LivePerson positions in Q4 2023 and 30 closed out, a net change of -3 holders.
- The largest LivePerson buyer in Q4 2023 was Vector Capital Management, an estimated $30M added.
- The largest LivePerson seller in Q4 2023 was Ameriprise, an estimated $6.76M sold.
Based on aggregated 13F filings for Q4 2023.