LivePerson
LPSN
146 hedge funds and large institutions have $261M invested in LivePerson in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 58 reducing their positions, and 40 closing their positions.
0.64% less ownership
Funds ownership: 5.52% → 4.88% (-0.64%)
6% less capital invested
Capital invested by funds: $277M → $261M (-$16M)
9% less funds holding
Funds holding: 160 → 146 (-14)
26% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 58
33% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 40
38% less call options, than puts
Call options by funds: $1.35M | Put options by funds: $2.17M
Top Buyers
| 1 |
Millennium Management
New York
|
+$8.71M |
| 2 |
SP
Solel Partners
Boston,
Massachusetts
|
+$5.85M |
| 3 |
D.E. Shaw & Co
New York
|
+$4.78M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.23M |
| 5 |
AIC
AWM Investment Company
New York
|
+$3.79M |
Top Sellers
| 1 |
BlackRock
New York
|
-$26.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.1M |
| 3 |
State Street
Boston,
Massachusetts
|
-$5.28M |
| 4 |
Squarepoint
New York
|
-$3.96M |
| 5 |
Morgan Stanley
New York
|
-$3.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ST
176
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$5.71K | -86 | Closed |
|
|
AAM
177
Advisors Asset Management
Monument,
Colorado
| – | -$5.41K | -82 | Closed |
|
178
Walleye Trading
New York
| – | -$2.79K | -43 | Closed |
|
|
PFBT
179
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1.71K | -26 | Closed |
|
180
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1.57K | -24 | Closed |
|
|
PA
181
Parallel Advisors
San Francisco,
California
| – | -$657 | -10 | Closed |
|
|
BAM
182
Belpointe Asset Management
Reno,
Nevada
| – | -$388 | -6 | Closed |
|
183
Cerity Partners
New York
| – | -$314K | -4 | Closed |
|
LPSN Hedge Fund Activity: Q2 2023 in Review
146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q2 2023, worth a combined $261M — down 5.8% from $277M a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of LPSN and 27 opened new positions — a net loss of 13 holders — while 58 trimmed existing stakes and 43 added.
The largest buyer was Millennium Management, adding an estimated $8.71M. The largest seller was BlackRock, cutting an estimated $26.3M.
- 146 institutional investors held LivePerson (LPSN) as of Q2 2023, down from 160 in Q1 2023.
- Funds reported $261M of LivePerson stock for Q2 2023, down 5.8% quarter-over-quarter.
- 27 funds opened new LivePerson positions in Q2 2023 and 40 closed out, a net change of -13 holders.
- The largest LivePerson buyer in Q2 2023 was Millennium Management, an estimated $8.71M added.
- The largest LivePerson seller in Q2 2023 was BlackRock, an estimated $26.3M sold.
Based on aggregated 13F filings for Q2 2023.