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LivePerson

279 hedge funds and large institutions have $4.41B invested in LivePerson in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 91 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $32.7M | Put options by funds: $6.74M

123% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 30

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

22% more capital invested

Capital invested by funds: $3.61B → $4.41B (+$806M)

14% more funds holding

Funds holding: 245279 (+34)

0.07% more ownership

Funds ownership: 7%7.07% (+0.07%)

5% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 96

Holders
279
Holders Change
+34
Holders Change %
+13.88%
% of All Funds
4.94%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
67
Increased
91
Reduced
96
Closed
30
Calls
$32.7M
Puts
$6.74M
Net Calls
+$25.9M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$600M +$23.6M +27,410 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$435M -$91.3M -106,147 -19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$407M +$8.25M +9,594 +2%
Artisan Partners
4
Artisan Partners
Wisconsin
$202M +$4.66M +5,423 +3%
GIM
5
Granahan Investment Management
Massachusetts
$188M +$16.2M +18,843 +10%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$170M -$5.26M -6,116 -3%
Invesco
7
Invesco
Georgia
$136M +$19M +22,069 +18%
State Street
8
State Street
Massachusetts
$117M +$1.23M +1,432 +1%
CS
9
Credit Suisse
Switzerland
$110M -$3.23M -3,754 -3%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$107M +$26.1M +30,389 +36%
NAMA
11
Nikko Asset Management Americas
New York
$82.9M +$31.4M +36,527 +70%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$81.4M +$30.3M +35,288 +68%
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$77.4M +$5.06M +5,883 +8%
PCH
14
Polar Capital Holdings
United Kingdom
$72.8M +$67M +77,942 New
Northern Trust
15
Northern Trust
Illinois
$63.5M +$571K +664 +1%
Federated Hermes
16
Federated Hermes
Pennsylvania
$62.2M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$59.5M +$3.2M +3,718 +6%
WRF
18
Waddell & Reed Financial
Kansas
$54.8M +$73.9K +86 +0.1%
GIP
19
Granite Investment Partners
California
$50.9M -$1.29M -1,496 -3%
JCAM
20
Jericho Capital Asset Management
New York
$50.8M +$10.5M +12,267 +29%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$46.1M -$548K -637 -1%
N
22
Nuveen
North Carolina
$45M +$13.8M +16,017 +50%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$44.8M -$274K -319 -0.7%
Norges Bank
24
Norges Bank
Norway
$38.1M +$216K +251 +0.6%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$30.4M -$2.13M -2,474 -7%

LPSN Hedge Fund Activity: Q4 2020 in Review

279 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q4 2020, worth a combined $4.41B — up 22% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new LPSN positions and 30 closed out — a net gain of 37 holders — while 91 added to existing stakes and 96 trimmed.

The largest buyer was Nikko Asset Management Americas, adding an estimated $31.4M. The largest seller was Fidelity Investments, cutting an estimated $91.3M.

  • 279 institutional investors held LivePerson (LPSN) as of Q4 2020, up from 245 in Q3 2020.
  • Funds reported $4.41B of LivePerson stock for Q4 2020, up 22% quarter-over-quarter.
  • 67 funds opened new LivePerson positions in Q4 2020 and 30 closed out, a net change of +37 holders.
  • The largest LivePerson buyer in Q4 2020 was Nikko Asset Management Americas, an estimated $31.4M added.
  • The largest LivePerson seller in Q4 2020 was Fidelity Investments, an estimated $91.3M sold.

Based on aggregated 13F filings for Q4 2020.