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LivePerson
LPSN

Overview Fund Activity

225 hedge funds and large institutions have $2.38B invested in LivePerson in 2019 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+21
Holders Change %
+10.29%
% of All Funds
4.44%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
47
Increased
75
Reduced
66
Closed
19
Calls
$14M
Puts
$22.2M
Net Calls
-$8.2M
Net Calls Change
-$7.45M

Top Buyers

1
Invesco
1
Invesco
Georgia
$60.6M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$103M
3
VEPM
3
Vista Equity Partners Management
California
$21.5M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$10.4M
5
AS
5
Altshuler Shaham
Israel
$9.92M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$0
2
HRCM
2
Hood River Capital Management
Florida
$8.54M
3
RI
3
Redwood Investments
Massachusetts
$13.7M
4
PM
4
Pembroke Management
Quebec, Canada
$0
5
NCGI
5
Next Century Growth Investors
Minnesota
$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
201
Psagot Value Holdings
Israel
$34K -$16.5K -441 -33%
Simplex Trading
202
Simplex Trading
Illinois
$33K +$33K +917 New
SWA
203
Sutton Wealth Advisors
Florida
$27.9K – – –
VCM
204
Versant Capital Management
Arizona
$24K – – –
DWA
205
Dorsey Wright & Associates
California
$23K – – –
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
AAM
207
Advisors Asset Management
Colorado
$18K +$18K +485 New
BBHC
208
Brown Brothers Harriman & Co
New York
$13K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
209
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12K +$12K +330 New
VFA
210
Valeo Financial Advisors
Indiana
$11K – – –
FHA
211
First Horizon Advisors
Tennessee
$9K – – –
SIS
212
Sound Income Strategies
Florida
$7K – – –
QCG
213
Quadrant Capital Group
Ohio
$6K – – –
TFO
214
Tarbox Family Office
California
$5K – – –
SFS
215
Sowell Financial Services
Arkansas
$5K – – –
HR
216
Howe & Rusling
New York
$5K – – –
PFBT
217
Parkside Financial Bank & Trust
Missouri
$4K – – –
TWA
218
TCI Wealth Advisors
Arizona
$4K – – –
HMS
219
Hanseatic Management Services
New Mexico
$2K – – –
CAW
220
Cornerstone Advisors (Washington)
Washington
$1K – – –
ADL
221
Asset Dedication LLC
California
$1K +$1K +27 New
TPWA
222
TRUE Private Wealth Advisors
Oregon
$1K +$1K +54 New
WQ
223
Wealth Quarterback
New Jersey
$740 +$740 +20 New
AWA
224
Arkadios Wealth Advisors
Georgia
$180 +$180 +4 New
ACH
225
ArrowMark Colorado Holdings
Colorado
– -$14.2M -398,996 Closed
6 7 8
9
10