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LivePerson

190 hedge funds and large institutions have $935M invested in LivePerson in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 64 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 64

0.21% less ownership

Funds ownership: 6.15%5.94% (-0.21%)

10% less funds holding

Funds holding: 212190 (-22)

23% less call options, than puts

Call options by funds: $13.3M | Put options by funds: $17.3M

43% less capital invested

Capital invested by funds: $1.63B → $935M (-$698M)

44% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 41

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
190
Holders Change
-22
Holders Change %
-10.38%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
81
Reduced
64
Closed
41
Calls
$13.3M
Puts
$17.3M
Net Calls
-$3.98M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Blueshift Asset Management
New Jersey
-$546K -1,491 Closed
RPCONE
202
Retirement Planning Company of New England
Rhode Island
-$496K -1,356 Closed
PFO
203
Pathstone Family Office
New Jersey
-$449K -1,226 Closed
GT
204
Glenmede Trust
Pennsylvania
-$435K -1,189 Closed
DTL
205
Dynamic Technology Lab
Singapore
-$414K -1,129 Closed
GPCM
206
Granite Point Capital Management
Massachusetts
-$366K -1,000 Closed
ProShare Advisors
207
ProShare Advisors
Maryland
-$358K -979 Closed
SEI Investments
208
SEI Investments
Pennsylvania
-$322K -880 Closed
Envestnet Asset Management
209
Envestnet Asset Management
Illinois
-$275K -752 Closed
ECM
210
Everence Capital Management
Indiana
-$232K -633 Closed
DT
211
Diversified Trust
Tennessee
-$227K -619 Closed
MWM
212
Modera Wealth Management
New Jersey
-$208K -569 Closed
YC
213
Yarbrough Capital
Tennessee
-$208K -568 Closed
NICM
214
Neo Ivy Capital Management
New York
-$86K -236 Closed
AF
215
Allworth Financial
California
-$25K -68 Closed
PFBT
216
Parkside Financial Bank & Trust
Missouri
-$4.22K -15 -88%
BBHC
217
Brown Brothers Harriman & Co
New York
-$4K -10 Closed
TFO
218
Tarbox Family Office
California
-$3K -7 Closed
NFSG
219
Newbridge Financial Services Group
Florida
-$2K -6 Closed
STCOSD
220
Sageworth Trust Company of South Dakota
South Dakota
-$1.69K -6 -86%
PCG
221
Private Capital Group
Connecticut
-$2K -5 Closed
TWA
222
TCI Wealth Advisors
Arizona
-$1K -4 Closed
PWMG
223
Prestige Wealth Management Group
New Jersey
-$1K -3 Closed
PCA
224
Providence Capital Advisors
North Carolina
-$1K -3 Closed
WT
225
Whittier Trust
California
-$1K -3 Closed

LPSN Hedge Fund Activity: Q2 2022 in Review

190 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q2 2022, worth a combined $935M — down 43% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of LPSN and 23 opened new positions — a net loss of 18 holders — while 64 trimmed existing stakes and 81 added.

The largest buyer was Vanguard Group, adding an estimated $21.7M. The largest seller was Credit Suisse, cutting an estimated $22M.

  • 190 institutional investors held LivePerson (LPSN) as of Q2 2022, down from 212 in Q1 2022.
  • Funds reported $935M of LivePerson stock for Q2 2022, down 43% quarter-over-quarter.
  • 23 funds opened new LivePerson positions in Q2 2022 and 41 closed out, a net change of -18 holders.
  • The largest LivePerson buyer in Q2 2022 was Vanguard Group, an estimated $21.7M added.
  • The largest LivePerson seller in Q2 2022 was Credit Suisse, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2022.