LPL Financial
LPLA
LPLA
670 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 267 increasing their positions, 210 reducing their positions, and 64 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
5% more capital invested
Capital invested by funds: $19.2B → $20.1B (+$905M)
7% less call options, than puts
Call options by funds: $47.5M | Put options by funds: $50.8M
1.24% less ownership
Funds ownership: 97.5% → 96.27% (-1.2%)
Holders
670
Holding in Top 10
21
Calls
$47.5M
Puts
$50.8M
Top Buyers
| 1 | +$108M | |
| 2 | +$65.1M | |
| 3 | +$62M | |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$55.7M |
| 5 |
HCM
HMI Capital Management
San Francisco,
California
|
+$55.4M |
Top Sellers
| 1 | -$216M | |
| 2 | -$138M | |
| 3 | -$126M | |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$120M |
| 5 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
-$95.2M |