LPL Financial
LPLA
LPLA
610 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 229 increasing their positions, 230 reducing their positions, and 86 closing their positions.
New
Increased
Maintained
Reduced
Closed
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
7% less capital invested
Capital invested by funds: $16.3B → $15.1B (-$1.21B)
26% less call options, than puts
Call options by funds: $59.1M | Put options by funds: $80.3M
42% less funds holding in top 10
Funds holding in top 10: 19 → 11 (-8)
Holders
610
Holding in Top 10
11
Calls
$59.1M
Puts
$80.3M
Top Buyers
| 1 | +$418M | |
| 2 | +$153M | |
| 3 | +$77M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$74.8M |
| 5 |
EC
Eminence Capital
New York
|
+$56.8M |
Top Sellers
| 1 | -$172M | |
| 2 | -$154M | |
| 3 | -$130M | |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$115M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$109M |