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LivePerson

259 hedge funds and large institutions have $4.34B invested in LivePerson in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $9.12M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

28% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 82

19% more capital invested

Capital invested by funds: $3.65B → $4.34B (+$694M)

0.05% less ownership

Funds ownership: 6.8%6.75% (-0.05%)

3% less funds holding

Funds holding: 268259 (-9)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
259
Holders Change
-9
Holders Change %
-3.36%
% of All Funds
4.51%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.17%
New
29
Increased
105
Reduced
82
Closed
36
Calls
$39.1M
Puts
$9.12M
Net Calls
+$29.9M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
201
HRT Financial
New York
$304K -$1.8M -2,133 -87%
DADC
202
D.A. Davidson & Co
Montana
$297K +$16K +19 +6%
MFW
203
Meristem Family Wealth
Minnesota
$284K
RWM
204
Ritholtz Wealth Management
New York
$277K
Vontobel Holding
205
Vontobel Holding
Switzerland
$267K -$81.7K -97 -26%
SCM
206
Shelton Capital Management
Colorado
$262K
JF
207
Jump Financial
Illinois
$253K -$68.3K -81 -23%
CAM
208
Cresset Asset Management
Illinois
$251K +$222K +264 New
QIM
209
Quantitative Investment Management
Virginia
$249K +$222K +263 New
FCH
210
Freestone Capital Holdings
Washington
$245K
Amundi
211
Amundi
France
$245K +$217K +258 New
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$242K +$23.6K +28 +12%
TRCT
213
Tower Research Capital (TRC)
New York
$234K -$480K -570 -70%
FCBT
214
First Citizens Bank & Trust
North Carolina
$229K +$204K +242 New
PAMU
215
Pictet Asset Management (UK)
United Kingdom
$228K -$67.4K -80 -25%
MYIA
216
Mount Yale Investment Advisors
Colorado
$228K +$202K +240 New
RJA
217
Raymond James & Associates
Florida
$225K -$99.4K -118 -33%
X
218
Xponance
Pennsylvania
$222K +$197K +234 New
SO
219
STRS Ohio
Ohio
$221K +$55.6K +66 +40%
GSC
220
Ground Swell Capital
South Carolina
$220K +$196K +232 New
UCFA
221
United Capital Financial Advisors
Texas
$204K +$181K +215 New
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$194K
FPA
223
First Pacific Advisors
California
$141K
PVH
224
Psagot Value Holdings
Israel
$101K
EVM
225
Eaton Vance Management
Massachusetts
$93K +$55.6K +66 +213%

LPSN Hedge Fund Activity: Q2 2021 in Review

259 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q2 2021, worth a combined $4.34B — up 19% from $3.65B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of LPSN and 29 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 105 added.

The largest buyer was Macquarie Group, adding an estimated $56.8M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $29.4M sold.

  • 259 institutional investors held LivePerson (LPSN) as of Q2 2021, down from 268 in Q1 2021.
  • Funds reported $4.34B of LivePerson stock for Q2 2021, up 19% quarter-over-quarter.
  • 29 funds opened new LivePerson positions in Q2 2021 and 36 closed out, a net change of -7 holders.
  • The largest LivePerson buyer in Q2 2021 was Macquarie Group, an estimated $56.8M added.
  • The largest LivePerson seller in Q2 2021 was Sumitomo Mitsui Trust Group, an estimated $29.4M sold.

Based on aggregated 13F filings for Q2 2021.