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LPL Financial

530 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 189 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

8% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 175

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

70% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $93.7M

Holders
530
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.8M
Puts
$93.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
326
$629K
327
$626K
328
$623K
329
$622K
330
$620K
331
$619K
332
$614K
333
$610K
334
$605K
335
$604K
336
$585K
337
$578K
338
$573K
339
$573K
340
$571K
341
$570K
342
$569K
343
$553K
344
$553K
345
$538K
346
$528K
347
$510K
348
$509K
349
$506K
350
$506K