LPL Financial
LPLA
LPLA
420 hedge funds and large institutions have $12B invested in LPL Financial in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 48 closing their positions.
New
Increased
Maintained
Reduced
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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
17% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 48
0.76% more ownership
Funds ownership: 95.1% → 95.86% (+0.76%)
1% more funds holding
Funds holding: 417 → 420 (+3)
Holders
420
Holding in Top 10
17
Calls
$11.2M
Puts
$8.16M
Top Buyers
| 1 | +$70.5M | |
| 2 | +$51.7M | |
| 3 | +$51M | |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$47.2M |
| 5 |
JCM
Junto Capital Management
New York
|
+$38.6M |
Top Sellers
| 1 | -$52.1M | |
| 2 | -$31.1M | |
| 3 | -$28.7M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$28M |
| 5 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$27.8M |