LPL Financial
LPLA
LPLA
616 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 172 increasing their positions, 259 reducing their positions, and 72 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
5% less capital invested
Capital invested by funds: $17.1B → $16.3B (-$799M)
6% less funds holding in top 10
Funds holding in top 10: 18 → 17 (-1)
34% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 259
Holders
616
Holding in Top 10
17
Calls
$61.5M
Puts
$31.4M
Top Buyers
| 1 | +$205M | |
| 2 | +$140M | |
| 3 | +$125M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$120M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
+$110M |
Top Sellers
| 1 | -$174M | |
| 2 | -$114M | |
| 3 | -$104M | |
| 4 |
BlackRock
New York
|
-$87.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$80.3M |