LPL Financial
LPLA
LPLA
166 hedge funds and large institutions have $4.35B invested in LPL Financial in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
1% less funds holding
Funds holding: 168 → 166 (-2)
32% less call options, than puts
Call options by funds: $7.46M | Put options by funds: $10.9M
Holders
166
Holding in Top 10
13
Calls
$7.46M
Puts
$10.9M
Top Buyers
| 1 | +$234M | |
| 2 | +$56.9M | |
| 3 | +$19.8M | |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$13.3M |
| 5 |
SCM
Stonerise Capital Management
San Francisco,
California
|
+$9.3M |
Top Sellers
| 1 | -$184M | |
| 2 | -$139M | |
| 3 | -$76.4M | |
| 4 |
Invesco
Atlanta,
Georgia
|
-$45.8M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$36.1M |