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LPL Financial

433 hedge funds and large institutions have $12.3B invested in LPL Financial in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 151 increasing their positions, 156 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.04% less ownership

Funds ownership: 95.86%95.82% (-0.04%)

3% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 156

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
433
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$8.68M
Net Calls
Net Calls Change

Top Buyers

1 +$161M
2 +$111M
3 +$47.6M
4
GL
Governors Lane
New York
+$33.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.8M

Top Sellers

1 -$330M
2 -$125M
3 -$80.7M
4
SC
Samlyn Capital
New York
-$60.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$49.1M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$375K
302
$374K
303
$372K
304
$370K
305
$365K
306
$363K
307
$354K
308
$344K
309
$344K
310
$336K
311
$335K
312
$326K
313
$320K
314
$320K
315
$316K
316
$311K
317
$305K
318
$302K
319
$298K
320
$296K
321
$288K
322
$283K
323
$277K
324
$277K
325
$276K