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LPL Financial

145 hedge funds and large institutions have $2.12B invested in LPL Financial in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 42

5% less funds holding

Funds holding: 153145 (-8)

8% less capital invested

Capital invested by funds: $2.31B → $2.12B (-$195M)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

36% less call options, than puts

Call options by funds: $2.47M | Put options by funds: $3.84M

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
29
Increased
64
Reduced
42
Closed
34
Calls
$2.47M
Puts
$3.84M
Net Calls
-$1.37M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$1.82M +$542K +21,600 +36%
Asset Management One
52
Asset Management One
Japan
$1.71M +$221K +8,810 +13%
EGM
53
Engineers Gate Manager
New York
$1.63M +$1.81M +72,237 New
UBS AM
54
UBS AM
Illinois
$1.56M +$408K +16,247 +31%
First Trust Advisors
55
First Trust Advisors
Illinois
$1.53M -$14.3K -570 -0.8%
GCP
56
GSA Capital Partners
United Kingdom
$1.52M -$431K -17,179 -20%
CS
57
Credit Suisse
Switzerland
$1.5M -$363K -14,464 -18%
BG
58
BlackRock Group
United Kingdom
$1.49M +$173K +6,892 +12%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$1.46M -$171K -6,811 -10%
PAM
60
Panagora Asset Management
Massachusetts
$1.41M -$418K -16,658 -21%
CCM
61
Century Capital Management
Massachusetts
$1.34M
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$1.3M +$775K +30,854 +115%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$1.26M +$70.3K +2,800 +5%
Deutsche Bank
64
Deutsche Bank
Germany
$1.25M +$314K +12,519 +29%
UBS Group
65
UBS Group
Switzerland
$1.18M -$195K -7,755 -13%
Citadel Advisors
66
Citadel Advisors
Florida
$1.09M +$870K +34,629 +254%
N
67
Nuveen
North Carolina
$1.08M +$1.21M +48,048 New
BA
68
BlackRock Advisors
Delaware
$1.07M +$199K +7,917 +20%
B
69
Barings
North Carolina
$1.07M +$610K +24,300 +105%
LPL Financial
70
LPL Financial
California
$975K -$947K -37,709 -45%
MCM
71
Maltese Capital Management
New York
$958K -$1.38M -55,000 -56%
BIM
72
BlackRock Investment Management
Delaware
$925K +$359K +14,306 +53%
Morgan Stanley
73
Morgan Stanley
New York
$852K -$807K -32,142 -46%
GT
74
Glenmede Trust
Pennsylvania
$846K +$869K +34,620 +1,154%
BCM
75
BlueCrest Capital Management
Jersey
$826K +$920K +36,643 New