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LivePerson

212 hedge funds and large institutions have $1.63B invested in LivePerson in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 89 increasing their positions, 64 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 64

0.32% less ownership

Funds ownership: 6.46%6.15% (-0.32%)

9% less funds holding

Funds holding: 234212 (-22)

27% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $22.6M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less capital invested

Capital invested by funds: $2.51B → $1.63B (-$878M)

36% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 56

Holders
212
Holders Change
-22
Holders Change %
-9.4%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
36
Increased
89
Reduced
64
Closed
56
Calls
$16.5M
Puts
$22.6M
Net Calls
-$6.08M
Net Calls Change
-$842K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$69K +$60.6K +150 +405%
SWA
177
Sutton Wealth Advisors
Florida
$48.5K +$27.9K +69 +108%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$40K +$27.5K +68 +170%
WWM
179
Wolff Wiese Magana
California
$30K -$116K -286 -78%
AF
180
Allworth Financial
California
$25K +$27.5K +68 New
ACM
181
Aquatic Capital Management
Illinois
$24K -$61.8K -153 -70%
QCG
182
Quadrant Capital Group
Ohio
$24K +$23.4K +58 +725%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$20K +$10.9K +27 +96%
TRCT
184
Tower Research Capital (TRC)
New York
$17K -$25.1K -62 -56%
S
185
SignatureFD
Georgia
$13K +$13.7K +34 New
LC
186
Lindbrook Capital
California
$12K +$12.9K +32 New
SOW
187
State of Wyoming
Wyoming
$11K +$12.5K +31 New
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$10K +$2.83K +7 +37%
PFBT
189
Parkside Financial Bank & Trust
Missouri
$6K +$808 +2 +13%
VCM
190
Versant Capital Management
Arizona
$5K +$5.66K +14 New
EWA
191
EverSource Wealth Advisors
Alabama
$4K -$5.25K -13 -54%
BBHC
192
Brown Brothers Harriman & Co
New York
$4K +$4.04K +10 New
STCOSD
193
Sageworth Trust Company of South Dakota
South Dakota
$3K
TFO
194
Tarbox Family Office
California
$3K
EC
195
Elequin Capital
New York
$3K +$4.04K +10 New
NFSG
196
Newbridge Financial Services Group
Florida
$2K
PA
197
Parallel Advisors
California
$2K
MAM
198
Meeder Asset Management
Ohio
$2K +$2.02K +5 New
PCG
199
Private Capital Group
Connecticut
$2K +$2.02K +5 New
FP
200
Financial Perspectives
Minnesota
$1.81K

LPSN Hedge Fund Activity: Q1 2022 in Review

212 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q1 2022, worth a combined $1.63B — down 35% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of LPSN and 36 opened new positions — a net loss of 20 holders — while 64 trimmed existing stakes and 89 added.

The largest buyer was Starboard Value, opening a new position worth an estimated $173M. The largest seller was Artisan Partners, exiting entirely with an estimated $107M sold.

  • 212 institutional investors held LivePerson (LPSN) as of Q1 2022, down from 234 in Q4 2021.
  • Funds reported $1.63B of LivePerson stock for Q1 2022, down 35% quarter-over-quarter.
  • 36 funds opened new LivePerson positions in Q1 2022 and 56 closed out, a net change of -20 holders.
  • The largest LivePerson buyer in Q1 2022 was Starboard Value, an estimated $173M added.
  • The largest LivePerson seller in Q1 2022 was Artisan Partners, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2022.