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LivePerson
LPSN

180 hedge funds and large institutions have $651M invested in LivePerson in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 59

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

2% more capital invested

Capital invested by funds: $639M → $651M (+$12.4M)

0.36% less ownership

Funds ownership: 6.04% → 5.68% (-0.36%)

2% less funds holding

Funds holding: 183 → 180 (-3)

75% less call options, than puts

Call options by funds: $2.41M | Put options by funds: $9.69M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
2.89%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
64
Reduced
59
Closed
33
Calls
$2.41M
Puts
$9.69M
Net Calls
-$7.28M
Net Calls Change
-$9.81M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.54M
2
Ameriprise
Ameriprise
Minnesota
+$7.24M
3
NFAM
North Fourth Asset Management
New Jersey
+$2.95M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.26M
5
Goldman Sachs
Goldman Sachs
New York
+$2.26M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$28.8M
2
ClearBridge Investments
ClearBridge Investments
New York
-$5.51M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$5.18M
4
CS
Credit Suisse
Switzerland
-$4.31M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$4.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$143M +$312K +1,949 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$93.6M +$2.26M +14,136 +2%
SV
3
Starboard Value
New York
$71M – – –
State Street
4
State Street
Massachusetts
$27.7M +$464K +2,899 +2%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$27.3M -$1.24M -7,745 -4%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$26.9M -$28.8M -179,900 -50%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$20.9M +$1.68M +10,481 +8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$17.8M +$8.54M +53,329 +84%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13.9M +$929K +5,798 +7%
GIM
10
Granahan Investment Management
Massachusetts
$12.2M +$105K +658 +0.8%
Morgan Stanley
11
Morgan Stanley
New York
$12M +$2.21M +13,810 +21%
Fisher Asset Management
12
Fisher Asset Management
Washington
$10.6M +$661K +4,124 +6%
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$10.5M -$914K -5,705 -8%
Ameriprise
14
Ameriprise
Minnesota
$10.3M +$7.24M +45,206 +199%
AIC
15
AWM Investment Company
New York
$8.98M -$1.56M -9,744 -14%
Goldman Sachs
16
Goldman Sachs
New York
$7.85M +$2.26M +14,131 +38%
Northern Trust
17
Northern Trust
Illinois
$7.47M +$199K +1,242 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.15M -$177K -1,103 -3%
Charles Schwab
19
Charles Schwab
California
$5.35M +$174K +1,085 +3%
Citadel Advisors
20
Citadel Advisors
Florida
$5.18M +$330K +2,058 +6%
CI
21
Clal Insurance
Israel
$4.91M -$341K -2,130 -6%
Capital Research Global Investors
22
Capital Research Global Investors
California
$4.72M -$4.11M -25,667 -45%
1M
23
13D Management
New York
$4.65M -$142K -887 -3%
Citigroup
24
Citigroup
New York
$4.58M +$415K +2,591 +9%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.38M +$10.9K +68 +0.2%
1
2 3 4 5

LPSN Hedge Fund Activity: Q4 2022 in Review

180 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q4 2022, worth a combined $651M — up 1.9% from $639M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LPSN positions and 33 closed out — a net gain of 1 holder — while 64 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $8.54M. The largest seller was Janus Henderson Group, cutting an estimated $28.8M.

  • 180 institutional investors held LivePerson (LPSN) as of Q4 2022, down from 183 in Q3 2022.
  • Funds reported $651M of LivePerson stock for Q4 2022, up 1.9% quarter-over-quarter.
  • 34 funds opened new LivePerson positions in Q4 2022 and 33 closed out, a net change of +1 holder.
  • The largest LivePerson buyer in Q4 2022 was Fidelity Investments, an estimated $8.54M added.
  • The largest LivePerson seller in Q4 2022 was Janus Henderson Group, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2022.