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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
BlackRock
1
BlackRock
New York
$395M +$17.6M +25,374 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$249M +$1.35M +1,945 +0.4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$185M -$79.2M -114,120 -25%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$117M +$448K +646 +0.3%
Artisan Partners
5
Artisan Partners
Wisconsin
$107M -$9.93M -14,314 -7%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$101M -$796K -1,148 -0.6%
CS
7
Credit Suisse
Switzerland
$99.7M +$8.87M +12,785 +7%
State Street
8
State Street
Massachusetts
$76.8M +$5.53M +7,972 +6%
Invesco
9
Invesco
Georgia
$66.1M -$3.78M -5,445 -4%
GIM
10
Granahan Investment Management
Massachusetts
$63.5M -$14M -20,236 -15%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$46M +$744K +1,073 +1%
Federated Hermes
12
Federated Hermes
Pennsylvania
$44.6M +$6.94M +10,000 +14%
NAMA
13
Nikko Asset Management Americas
New York
$41.4M +$48.9M +70,482 +1,090%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$41.2M +$51M +73,465 +2,108%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$40.3M +$1.49M +2,145 +3%
Northern Trust
16
Northern Trust
Illinois
$36.8M -$82.5K -119 -0.2%
Macquarie Group
17
Macquarie Group
Australia
$34.8M -$866K -1,248 -2%
GIP
18
Granite Investment Partners
California
$28M -$2.09M -3,020 -5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$26.6M -$1.36M -1,961 -4%
Citigroup
20
Citigroup
New York
$22.1M +$5.5M +7,931 +24%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$21.3M
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$19.7M -$5.71M -8,237 -18%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$17.8M +$17.7M +25,447 +325%
MIFH
24
Migdal Insurance & Financial Holdings
Israel
$17.1M -$463K -668 -2%
Norges Bank
25
Norges Bank
Norway
$16.8M

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.