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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
351
$498K
352
$495K
353
$490K
354
$487K
355
$484K
356
$476K
357
$468K
358
$459K
359
$454K
360
$452K
361
$446K
362
$440K
363
$435K
364
$429K
365
$427K
366
$424K
367
$424K
368
$420K
369
$404K
370
$397K
371
$395K
372
$391K
373
$391K
374
$382K
375
$378K