LPL Financial
LPLA
153 hedge funds and large institutions have $2.31B invested in LPL Financial in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 37 closing their positions.
152% more call options, than puts
Call options by funds: $38.9M | Put options by funds: $15.4M
24% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 49
8% less funds holding
Funds holding: 166 → 153 (-13)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
27% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 37
47% less capital invested
Capital invested by funds: $4.35B → $2.31B (-$2.04B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$59.1M |
| 2 |
FCIM
Fairview Capital Investment Management
Greenbrae,
California
|
+$36.7M |
| 3 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
+$26M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$22.4M |
| 5 |
HCM
HMI Capital Management
San Francisco,
California
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Marcato Capital Management
San Francisco,
California
|
-$258M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$75.7M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$70.7M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$69.6M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$35.9M |
LPLA Hedge Fund Activity: Q1 2016 in Review
153 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q1 2016, worth a combined $2.31B — down 47% from $4.35B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of LPLA and 27 opened new positions — a net loss of 10 holders — while 49 trimmed existing stakes and 61 added.
The largest buyer was Clarkston Capital Partners, adding an estimated $59.1M. The largest seller was Marcato Capital Management, exiting entirely with an estimated $258M sold.
- 153 institutional investors held LPL Financial (LPLA) as of Q1 2016, down from 166 in Q4 2015.
- Funds reported $2.31B of LPL Financial stock for Q1 2016, down 47% quarter-over-quarter.
- 27 funds opened new LPL Financial positions in Q1 2016 and 37 closed out, a net change of -10 holders.
- The largest LPL Financial buyer in Q1 2016 was Clarkston Capital Partners, an estimated $59.1M added.
- The largest LPL Financial seller in Q1 2016 was Marcato Capital Management, an estimated $258M sold.
Based on aggregated 13F filings for Q1 2016.