LPL Financial
LPLA
LPLA
722 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 228 increasing their positions, 267 reducing their positions, and 59 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
1.25% less ownership
Funds ownership: 96.31% → 95.06% (-1.2%)
11% less call options, than puts
Call options by funds: $118M | Put options by funds: $132M
15% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 267
Holders
722
Holding in Top 10
28
Calls
$118M
Puts
$132M
Top Buyers
| 1 | +$238M | |
| 2 | +$154M | |
| 3 | +$139M | |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$134M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$124M |
Top Sellers
| 1 | -$290M | |
| 2 | -$154M | |
| 3 | -$108M | |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$106M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$104M |