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LivePerson

234 hedge funds and large institutions have $2.51B invested in LivePerson in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0.39% less ownership

Funds ownership: 6.86%6.46% (-0.39%)

6% less funds holding

Funds holding: 250234 (-16)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 55

40% less capital invested

Capital invested by funds: $4.16B → $2.51B (-$1.64B)

51% less call options, than puts

Call options by funds: $4.96M | Put options by funds: $10.2M

Holders
234
Holders Change
-16
Holders Change %
-6.4%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
41
Increased
83
Reduced
82
Closed
55
Calls
$4.96M
Puts
$10.2M
Net Calls
-$5.24M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
176
PEAK6 Investments
Illinois
$335K +$434K +626 New
DT
177
Diversified Trust
Tennessee
$331K -$148K -213 -26%
MWM
178
Modera Wealth Management
New Jersey
$325K +$421K +607 New
TCM
179
Teza Capital Management
Illinois
$319K +$413K +595 New
BCI
180
Brinker Capital Investments
Pennsylvania
$318K -$164K -236 -28%
PFO
181
Pathstone Family Office
New Jersey
$311K +$403K +581 New
Baird Financial Group
182
Baird Financial Group
Wisconsin
$291K +$9.02K +13 +2%
SIGI
183
Susquehanna International Group (Ireland)
Ireland
$290K +$20.8K +30 +6%
Osaic Holdings
184
Osaic Holdings
Arizona
$273K +$60.4K +87 +21%
Victory Capital Management
185
Victory Capital Management
Texas
$265K -$20.1K -29 -6%
CAM
186
Cresset Asset Management
Illinois
$263K +$160K +231 +89%
OQS
187
Occudo Quantitative Strategies
Florida
$261K -$259K -374 -43%
GS
188
Gagnon Securities
New York
$260K +$22.9K +33 +7%
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$250K -$306K -441 -49%
MF
190
Magnetar Financial
Illinois
$249K +$323K +465 New
PP
191
Paloma Partners
Connecticut
$248K +$321K +463 New
II
192
Inspire Investing
Idaho
$243K +$144K +208 +85%
YC
193
Yarbrough Capital
Tennessee
$236K +$306K +441 New
PP
194
PDT Partners
New York
$235K +$63.8K +92 +27%
PA
195
Profund Advisors
Maryland
$234K +$12.5K +18 +4%
CGH
196
Crossmark Global Holdings
Texas
$220K -$195K -281 -41%
OAM
197
Oppenheimer Asset Management
New York
$200K -$101K -146 -28%
WWM
198
Wolff Wiese Magana
California
$197K -$77K -111 -23%
AIP
199
Ameritas Investment Partners
Nebraska
$181K
PIP
200
Permian Investment Partners
Texas
$168K +$217K +313 New

LPSN Hedge Fund Activity: Q4 2021 in Review

234 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q4 2021, worth a combined $2.51B — down 40% from $4.16B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of LPSN and 41 opened new positions — a net loss of 14 holders — while 82 trimmed existing stakes and 83 added.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $51M. The largest seller was Fidelity Investments, cutting an estimated $79.2M.

  • 234 institutional investors held LivePerson (LPSN) as of Q4 2021, down from 250 in Q3 2021.
  • Funds reported $2.51B of LivePerson stock for Q4 2021, down 40% quarter-over-quarter.
  • 41 funds opened new LivePerson positions in Q4 2021 and 55 closed out, a net change of -14 holders.
  • The largest LivePerson buyer in Q4 2021 was Sumitomo Mitsui Trust Group, an estimated $51M added.
  • The largest LivePerson seller in Q4 2021 was Fidelity Investments, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2021.