LPL Financial
LPLA
LPLA
627 hedge funds and large institutions have $16.3B invested in LPL Financial in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 195 increasing their positions, 263 reducing their positions, and 62 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: →
less call options, than puts
Call options by funds: $ | Put options by funds: $
less ownership
Funds ownership: →
11% less capital invested
Capital invested by funds: $18.4B → $16.3B (-$2.11B)
26% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 263
27% less funds holding in top 10
Funds holding in top 10: 26 → 19 (-7)
Holders
627
Holding in Top 10
19
Calls
$42.3M
Puts
$43.3M
Top Buyers
| 1 | +$340M | |
| 2 | +$186M | |
| 3 | +$175M | |
| 4 |
Goldman Sachs
New York
|
+$107M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$105M |
Top Sellers
| 1 | -$1.89B | |
| 2 | -$233M | |
| 3 | -$233M | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$210M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$161M |