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LivePerson

136 hedge funds and large institutions have $207M invested in LivePerson in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 43

0.32% less ownership

Funds ownership: 4.88%4.56% (-0.32%)

7% less funds holding

Funds holding: 146136 (-10)

14% less call options, than puts

Call options by funds: $523K | Put options by funds: $607K

21% less capital invested

Capital invested by funds: $261M → $207M (-$54.7M)

34% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 29

Holders
136
Holders Change
-10
Holders Change %
-6.85%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
53
Reduced
43
Closed
29
Calls
$523K
Puts
$607K
Net Calls
-$84K
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$31.1M +$1.34M +20,375 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$30M -$2.56M -38,813 -7%
SP
3
Solel Partners
Massachusetts
$14.5M +$10.4M +158,711 +176%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$8.53M -$67.2K -1,021 -0.6%
AIC
5
AWM Investment Company
New York
$8.11M
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$6.8M -$5.04M -76,627 -40%
Jacobs Levy Equity Management
7
Jacobs Levy Equity Management
New Jersey
$6.76M +$3.32M +50,396 +77%
Ameriprise
8
Ameriprise
Minnesota
$6.76M +$255K +3,871 +3%
State Street
9
State Street
Massachusetts
$6.48M -$354K -5,378 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.96M +$398K +6,042 +6%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$4.5M -$349K -5,307 -6%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$4.14M +$4.67M +70,948 New
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$4.02M +$242K +3,679 +6%
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$4.01M
Federated Hermes
15
Federated Hermes
Pennsylvania
$3.31M -$23.5K -357 -0.6%
Citadel Advisors
16
Citadel Advisors
Florida
$3.08M -$1.42M -21,543 -29%
GC
17
Guggenheim Capital
Illinois
$2.87M +$3.24M +49,226 New
Two Sigma Investments
18
Two Sigma Investments
New York
$2.83M -$2.77M -42,006 -46%
Northern Trust
19
Northern Trust
Illinois
$2.76M +$321K +4,880 +12%
Marshall Wace
20
Marshall Wace
United Kingdom
$2.62M +$2.46M +37,337 +499%
Charles Schwab
21
Charles Schwab
California
$2.24M +$435K +6,604 +21%
Goldman Sachs
22
Goldman Sachs
New York
$2.04M -$907K -13,773 -28%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$2.02M +$310K +4,707 +16%
CSS
24
Cubist Systematic Strategies
Connecticut
$1.98M +$2.23M +33,900 New
Renaissance Technologies
25
Renaissance Technologies
New York
$1.96M -$685K -10,410 -24%

LPSN Hedge Fund Activity: Q3 2023 in Review

136 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q3 2023, worth a combined $207M — down 21% from $261M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of LPSN and 19 opened new positions — a net loss of 10 holders — while 43 trimmed existing stakes and 53 added.

The largest buyer was Solel Partners, adding an estimated $10.4M. The largest seller was Starboard Value, exiting entirely with an estimated $10.7M sold.

  • 136 institutional investors held LivePerson (LPSN) as of Q3 2023, down from 146 in Q2 2023.
  • Funds reported $207M of LivePerson stock for Q3 2023, down 21% quarter-over-quarter.
  • 19 funds opened new LivePerson positions in Q3 2023 and 29 closed out, a net change of -10 holders.
  • The largest LivePerson buyer in Q3 2023 was Solel Partners, an estimated $10.4M added.
  • The largest LivePerson seller in Q3 2023 was Starboard Value, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2023.