LPL Financial
LPLA
LPLA
417 hedge funds and large institutions have $10.3B invested in LPL Financial in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 141 reducing their positions, and 39 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 funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
1.94% less ownership
Funds ownership: 97.04% → 95.1% (-1.9%)
7% less capital invested
Capital invested by funds: $11B → $10.3B (-$765M)
31% less funds holding in top 10
Funds holding in top 10: 16 → 11 (-5)
Holders
417
Holding in Top 10
11
Calls
$35.8M
Puts
$6.99M
Top Buyers
| 1 | +$147M | |
| 2 | +$52.1M | |
| 3 | +$51.3M | |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$42.1M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$40.9M |
Top Sellers
| 1 | -$133M | |
| 2 | -$103M | |
| 3 | -$91.4M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$82.2M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$43.5M |