LPL Financial
LPLA
LPLA
290 hedge funds and large institutions have $5.14B invested in LPL Financial in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 22 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
7% more capital invested
Capital invested by funds: $4.82B → $5.14B (+$325M)
0.09% more ownership
Funds ownership: 93.46% → 93.56% (+0.09%)
17% less call options, than puts
Call options by funds: $13.5M | Put options by funds: $16.2M
Holders
290
Holding in Top 10
14
Calls
$13.5M
Puts
$16.2M
Top Buyers
| 1 | +$75.8M | |
| 2 | +$61.1M | |
| 3 | +$43.3M | |
| 4 |
NMVA
New Mountain Vantage Advisers
New York
|
+$35.7M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$26.4M |
Top Sellers
| 1 | -$85.4M | |
| 2 | -$63.8M | |
| 3 | -$63.2M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$49.5M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$46.1M |