LPL Financial
LPLA
LPLA
595 hedge funds and large institutions have $17.1B invested in LPL Financial in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 247 increasing their positions, 192 reducing their positions, and 53 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
10% more capital invested
Capital invested by funds: $15.6B → $17.1B (+$1.49B)
2.09% more ownership
Funds ownership: 92.84% → 94.93% (+2.1%)
2% more funds holding
Funds holding: 585 → 595 (+10)
Holders
595
Holding in Top 10
18
Calls
$165M
Puts
$39.8M
Top Buyers
| 1 | +$496M | |
| 2 | +$128M | |
| 3 | +$84.9M | |
| 4 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
+$56.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$54.5M |
Top Sellers
| 1 | -$126M | |
| 2 | -$110M | |
| 3 | -$84.8M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$77.8M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$77.7M |