LPL Financial
LPLA
LPLA
645 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 207 reducing their positions, and 66 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 capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
5% more funds holding
Funds holding: 615 → 645 (+30)
2.87% more ownership
Funds ownership: 94.64% → 97.5% (+2.9%)
Holders
645
Holding in Top 10
18
Calls
$106M
Puts
$24.1M
Top Buyers
| 1 | +$195M | |
| 2 | +$130M | |
| 3 | +$98.1M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.7M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$72.7M |
Top Sellers
| 1 | -$161M | |
| 2 | -$148M | |
| 3 | -$110M | |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$70.8M |
| 5 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$41M |