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LivePerson

208 hedge funds and large institutions have $2.68B invested in LivePerson in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

92% more capital invested

Capital invested by funds: $1.4B → $2.68B (+$1.28B)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

19% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $17.3M

15% more funds holding

Funds holding: 181208 (+27)

0.12% more ownership

Funds ownership: 6.39%6.51% (+0.12%)

Holders
208
Holders Change
+27
Holders Change %
+14.92%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
52
Increased
76
Reduced
58
Closed
24
Calls
$20.6M
Puts
$17.3M
Net Calls
+$3.28M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
176
First Citizens Bank & Trust
North Carolina
$217K +$162K +349 New
WCM
177
Weld Capital Management
New York
$211K +$158K +340 New
NSEDCP
178
NJ State Employees Deferred Compensation Plan
New Jersey
$207K +$155K +333 New
ECM
179
ETrade Capital Management
Virginia
$202K +$151K +325 New
Osaic Holdings
180
Osaic Holdings
Arizona
$159K +$25.6K +55 +27%
Russell Investments Group
181
Russell Investments Group
United Kingdom
$157K -$16.3K -35 -12%
LIA
182
LS Investment Advisors
Michigan
$155K
SO
183
STRS Ohio
Ohio
$145K +$108K +233 New
PA
184
Parallel Advisors
California
$135K
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$121K +$22.3K +48 +33%
FPA
186
First Pacific Advisors
California
$95K +$71.2K +153 New
Skandinaviska Enskilda Banken (SEB)
187
Skandinaviska Enskilda Banken (SEB)
Sweden
$91K
NICM
188
Neo Ivy Capital Management
New York
$90K +$67.5K +145 New
Macquarie Group
189
Macquarie Group
Australia
$64K +$48.4K +104 New
AAM
190
Advisors Asset Management
Colorado
$53K +$3.26K +7 +9%
SFS
191
Sowell Financial Services
Arkansas
$40K +$25.6K +55 +611%
SWA
192
Sutton Wealth Advisors
Florida
$38.9K
HFM
193
Harvest Fund Management
China
$27K +$20K +43 New
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$22K
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$19K +$13.5K +29 New
NIT
196
NumerixS Investment Technologies
British Columbia, Canada
$14K +$10.7K +23 New
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K +$8.85K +19 New
CG
198
Cutler Group
California
$10K -$21.4K -46 -73%
FHA
199
First Horizon Advisors
Tennessee
$8K +$1.4K +3 +30%
FHA
200
Flagship Harbor Advisors
Massachusetts
$8K +$6.05K +13 New

LPSN Hedge Fund Activity: Q2 2020 in Review

208 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q2 2020, worth a combined $2.68B — up 92% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new LPSN positions and 24 closed out — a net gain of 28 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was Credit Suisse, adding an estimated $54.5M. The largest seller was Fidelity Investments, cutting an estimated $38.9M.

  • 208 institutional investors held LivePerson (LPSN) as of Q2 2020, up from 181 in Q1 2020.
  • Funds reported $2.68B of LivePerson stock for Q2 2020, up 92% quarter-over-quarter.
  • 52 funds opened new LivePerson positions in Q2 2020 and 24 closed out, a net change of +28 holders.
  • The largest LivePerson buyer in Q2 2020 was Credit Suisse, an estimated $54.5M added.
  • The largest LivePerson seller in Q2 2020 was Fidelity Investments, an estimated $38.9M sold.

Based on aggregated 13F filings for Q2 2020.