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LivePerson
LPSN

Overview Fund Activity

191 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, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-22
Holders Change %
-10.33%
% of All Funds
3.23%
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
66
Closed
41
Calls
$13.3M
Puts
$17.3M
Net Calls
-$3.99M
Net Calls Change
+$2.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$119M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$23.3M
3
BlackRock
3
BlackRock
New York
$174M
4
SV
4
Starboard Value
New York
$99.1M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$8.27M

Top Sellers

1
CCPM
1
Cooper Creek Partners Management
New York
$0
2
CS
2
Credit Suisse
Switzerland
$22.5M
3
PCM
3
Portolan Capital Management
Massachusetts
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$700K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
201
Blueshift Asset Management
New Jersey
– -$546K -22,370 Closed
RPCONE
202
Retirement Planning Company of New England
Rhode Island
– -$496K -20,339 Closed
PFO
203
Pathstone Family Office
New Jersey
– -$449K -18,393 Closed
GT
204
Glenmede Trust
Pennsylvania
– -$435K -17,835 Closed
DTL
205
Dynamic Technology Lab
Singapore
– -$414K -16,940 Closed
GPCM
206
Granite Point Capital Management
Massachusetts
– -$366K -15,000 Closed
ProShare Advisors
207
ProShare Advisors
Maryland
– -$358K -14,682 Closed
SEI Investments
208
SEI Investments
Pennsylvania
– -$322K -13,196 Closed
Envestnet Asset Management
209
Envestnet Asset Management
Illinois
– -$275K -11,276 Closed
ECM
210
Everence Capital Management
Indiana
– -$232K -9,500 Closed
DT
211
Diversified Trust
Tennessee
– -$227K -9,279 Closed
MWM
212
Modera Wealth Management
New Jersey
– -$208K -8,532 Closed
YC
213
Yarbrough Capital
Tennessee
– -$208K -8,518 Closed
NICM
214
Neo Ivy Capital Management
New York
– -$86K -3,546 Closed
AF
215
Allworth Financial
California
– -$25K -1,020 Closed
BBHC
216
Brown Brothers Harriman & Co
New York
– -$4K -155 Closed
TFO
217
Tarbox Family Office
California
– -$3K -112 Closed
NFSG
218
Newbridge Financial Services Group
Florida
– -$2K -97 Closed
PCG
219
Private Capital Group
Connecticut
– -$2K -74 Closed
TWA
220
TCI Wealth Advisors
Arizona
– -$1K -56 Closed
PWMG
221
Prestige Wealth Management Group
New Jersey
– -$1K -45 Closed
WT
222
Whittier Trust
California
– -$1K -41 Closed
PCA
223
Providence Capital Advisors
North Carolina
– -$1K -41 Closed
FPS
224
Fieldpoint Private Securities
Connecticut
– -$1K -30 Closed
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