LPL Financial
LPLA
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.
0.73% less ownership
Funds ownership: 97.54% → 96.81% (-0.73%)
3% less capital invested
Capital invested by funds: $6.03B → $5.85B (-$180M)
4% less funds holding
Funds holding: 341 → 326 (-15)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
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
Top Buyers
Top Sellers
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$101M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$59.1M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$40.2M |
| 4 |
Holocene Advisors
New York
|
-$38.1M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$34.2M |
LPLA Hedge Fund Activity: Q3 2020 in Review
326 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2020, worth a combined $5.85B — down 3% from $6.03B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of LPLA and 39 opened new positions — a net loss of 14 holders — while 132 trimmed existing stakes and 113 added.
The largest buyer was Wellington Management Group, adding an estimated $241M. The largest seller was Deutsche Bank, cutting an estimated $101M.
- 326 institutional investors held LPL Financial (LPLA) as of Q3 2020, down from 341 in Q2 2020.
- Funds reported $5.85B of LPL Financial stock for Q3 2020, down 3% quarter-over-quarter.
- 39 funds opened new LPL Financial positions in Q3 2020 and 53 closed out, a net change of -14 holders.
- The largest LPL Financial buyer in Q3 2020 was Wellington Management Group, an estimated $241M added.
- The largest LPL Financial seller in Q3 2020 was Deutsche Bank, an estimated $101M sold.
Based on aggregated 13F filings for Q3 2020.