LPLA icon

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
426
$343K
427
$341K
428
$340K
429
$335K
430
$334K
431
$326K
432
$325K
433
$324K
434
$321K
435
$317K
436
$311K
437
$305K
438
$305K
439
$300K
440
$293K
441
$290K
442
$289K
443
$288K
444
$277K
445
$277K
446
$277K
447
$272K
448
$272K
449
$265K
450
$262K