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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
BlackRock
1
BlackRock
New York
$174M +$11.7M +41,627 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$119M +$21.7M +77,131 +16%
SV
3
Starboard Value
New York
$99.1M +$11.3M +40,000 +9%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$39.9M +$15.8K +56 +0%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$39.1M -$7.34M -26,108 -12%
State Street
6
State Street
Massachusetts
$35.8M +$4.36M +15,507 +10%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$23.3M +$16.2M +57,447 +110%
CS
8
Credit Suisse
Switzerland
$22.5M -$22M -78,051 -42%
GIM
9
Granahan Investment Management
Massachusetts
$19.1M -$6.81M -24,198 -21%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$17.5M +$2.28M +8,118 +11%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$16.7M -$1.32M -4,690 -6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$12.9M -$14.9M -53,134 -47%
AIC
13
AWM Investment Company
New York
$11.6M +$4.27M +15,189 +39%
Morgan Stanley
14
Morgan Stanley
New York
$10.2M +$6.66M +23,688 +97%
Northern Trust
15
Northern Trust
Illinois
$10.1M -$410K -1,459 -3%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$9.88M -$6.15M -21,846 -32%
Fisher Asset Management
17
Fisher Asset Management
Washington
$9.69M +$10.7M +38,073 +499%
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$9.44M -$82.4K -293 -0.7%
Capital Research Global Investors
19
Capital Research Global Investors
California
$8.84M +$5.38M +19,113 +85%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$8.49M -$1.16M -4,119 -9%
ClearBridge Investments
21
ClearBridge Investments
New York
$8.27M +$11M +38,979 New
CI
22
Clal Insurance
Israel
$7.46M
1M
23
13D Management
New York
$7.24M +$596K +2,120 +7%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$7.12M +$9.44M +33,571 New
Citigroup
25
Citigroup
New York
$7.02M -$1.48M -5,271 -14%

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.