LPL Financial
LPLA
LPLA
531 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 189 increasing their positions, 175 reducing their positions, and 50 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
8% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 175
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
70% less call options, than puts
Call options by funds: $27.8M | Put options by funds: $93.7M
Holders
531
Holding in Top 10
20
Calls
$27.8M
Puts
$93.7M
Top Buyers
| 1 | +$435M | |
| 2 | +$291M | |
| 3 | +$256M | |
| 4 |
BlackRock
New York
|
+$180M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$129M |
Top Sellers
| 1 | -$117M | |
| 2 | -$87.1M | |
| 3 | -$63.9M | |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$63.5M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$56.5M |