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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
326
$922K
327
$896K
328
$896K
329
$890K
330
$883K
331
$879K
332
$878K
333
$875K
334
$874K
335
$874K
336
$874K
337
$862K
338
$855K
339
$846K
340
$837K
341
$837K
342
$835K
343
$831K
344
$827K
345
$808K
346
$803K
347
$762K
348
$757K
349
$756K
350
$747K