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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
Amundi
201
Amundi
France
$128K
NFG
202
Next Financial Group
Texas
$124K +$98.5K +142 +161%
ACM
203
Aquatic Capital Management
Illinois
$118K +$153K +220 New
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$110K -$34K -49 -19%
AAM
205
Advisors Asset Management
Colorado
$97K +$90.2K +130 +250%
TRCT
206
Tower Research Capital (TRC)
New York
$58K -$7.63K -11 -9%
NICM
207
Neo Ivy Capital Management
New York
$51K -$34.7K -50 -34%
EVM
208
Eaton Vance Management
Massachusetts
$43K -$8.32K -12 -13%
AIC
209
Archer Investment Corporation
Indiana
$38.1K
SWA
210
Sutton Wealth Advisors
Florida
$34.5K -$694 -1 -2%
KCM
211
KRS Capital Management
Michigan
$33K +$43K +62 New
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$20K +$2.77K +4 +12%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$18K
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$15K +$19.4K +28 New
EWA
215
EverSource Wealth Advisors
Alabama
$13K +$16.6K +24 New
DFCM
216
Dark Forest Capital Management
Puerto Rico
$13K +$17.3K +25 New
AIM
217
ARK Investment Management
Florida
$11K -$43.9M -63,326 -100%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$10K -$396K -571 -97%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$8K +$2.08K +3 +25%
FHA
220
First Horizon Advisors
Tennessee
$7K
TWA
221
TCI Wealth Advisors
Arizona
$4K -$5.55K -8 -50%
QCG
222
Quadrant Capital Group
Ohio
$4K
TFO
223
Tarbox Family Office
California
$4K
STCOSD
224
Sageworth Trust Company of South Dakota
South Dakota
$4K +$4.86K +7 New
PA
225
Parallel Advisors
California
$3K

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.