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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
401
$295K
402
$293K
403
$293K
404
$292K
405
$291K
406
$290K
407
$287K
408
$283K
409
$277K
410
$274K
411
$267K
412
$252K
413
$249K
414
$247K
415
$244K
416
$242K
417
$240K
418
$239K
419
$234K
420
$229K
421
$227K
422
$226K
423
$224K
424
$221K
425
$220K