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LPL Financial

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
Holders
290
Holders Change
+47
Holders Change %
+19.34%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
73
Increased
102
Reduced
91
Closed
22
Calls
$13.5M
Puts
$16.2M
Net Calls
-$2.74M
Net Calls Change
-$5.73M
Name Holding Trade Value Shares
Change
Shares
Change %
Axa
301
Axa
France
-$383K -6,700 Closed
MWM
302
Meridian Wealth Management
Kentucky
-$316K -6,125 Closed
FPF
303
FNY Partners Fund
New York
-$228K -4,000 Closed
C
304
Cerebellum
California
-$122K -2,136 Closed
Fuller & Thaler Asset Management
305
Fuller & Thaler Asset Management
California
-$57K -1,000 Closed
DCM
306
Delpha Capital Management
New York
-$46K -806 Closed
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
-$29K -506 Closed
STA
308
Summit Trail Advisors
New York
-$13K -215 Closed
SPI
309
Santori & Peters Inc
Pennsylvania
-$4K -65 Closed
TG
310
TLP Group
Illinois
-$1K -14 Closed