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LPL Financial

326 hedge funds and large institutions have $5.85B invested in LPL Financial in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 132 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

14% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 132

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

45% less call options, than puts

Call options by funds: $8.09M | Put options by funds: $14.7M

Holders
326
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.09M
Puts
$14.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
251
$262K
252
$261K
253
$261K
254
$260K
255
$253K
256
$245K
257
$228K
258
$216K
259
$215K
260
$214K
261
$211K
262
$209K
263
$209K
264
$207K
265
$203K
266
$168K
267
$163K
268
$160K
269
$153K
270
$148K
271
$114K
272
$85K
273
$83K
274
$73K
275
$66K