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LPL Financial

579 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 203 increasing their positions, 216 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

9% more funds holding

Funds holding: 531579 (+48)

3.69% more ownership

Funds ownership: 102.23%105.92% (+3.7%)

6% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 216

Holders
579
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$37M
Puts
$29.8M
Net Calls
Net Calls Change

Top Sellers

1 -$151M
2 -$120M
3 -$120M
4
SC
Samlyn Capital
New York
-$101M
5
Invesco
Invesco
Georgia
-$101M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$1.27M
302
$1.24M
303
$1.19M
304
$1.18M
305
$1.16M
306
$1.12M
307
$1.12M
308
$1.08M
309
$1.08M
310
$1.08M
311
$1.08M
312
$1.07M
313
$1.07M
314
$1.06M
315
$1.06M
316
$1.06M
317
$1.04M
318
$1.03M
319
$1.03M
320
$1.02M
321
$984K
322
$983K
323
$957K
324
$951K
325
$928K