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LPL Financial

275 hedge funds and large institutions have $4.83B invested in LPL Financial in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

31% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 124

34% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 47

64% less call options, than puts

Call options by funds: $2.82M | Put options by funds: $7.78M

Holders
275
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.82M
Puts
$7.78M
Net Calls
Net Calls Change

Top Buyers

1 +$46.1M
2 +$35.9M
3 +$32.6M
4
JCM
Junto Capital Management
New York
+$31.2M
5
SCA
Southpoint Capital Advisors
New York
+$27.5M

Top Sellers

1 -$58.2M
2 -$47.8M
3 -$41M
4
Invesco
Invesco
Georgia
-$29.6M
5
Renaissance Technologies
Renaissance Technologies
New York
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$203K
227
$202K
228
$193K
229
$143K
230
$127K
231
$87K
232
$79K
233
$68K
234
$63.6K
235
$62K
236
$61K
237
$46K
238
$36K
239
$34K
240
$29K
241
$27K
242
$26K
243
$19K
244
$18K
245
$17K
246
$16K
247
$14K
248
$14K
249
$13K
250
$13K