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LPL Financial

188 hedge funds and large institutions have $2.96B invested in LPL Financial in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 11

94.24% more ownership

Funds ownership: 0%94.24% (+94%)

37% more funds holding

Funds holding: 137188 (+51)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

4% more capital invested

Capital invested by funds: $2.85B → $2.96B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

71% less call options, than puts

Call options by funds: $3.77M | Put options by funds: $13.2M

Holders
188
Holders Change
+51
Holders Change %
+37.23%
% of All Funds
4.7%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
64
Increased
54
Reduced
52
Closed
11
Calls
$3.77M
Puts
$13.2M
Net Calls
-$9.43M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
51
Capital Fund Management (CFM)
France
$6.17M -$292K -8,361 -5%
Morgan Stanley
52
Morgan Stanley
New York
$4.67M +$4.32M +123,680 +1,398%
TA
53
Teachers Advisors
New York
$4.63M -$1.3M -37,113 -22%
IP
54
Interval Partners
New York
$4.58M +$4.54M +130,000 New
Swiss National Bank
55
Swiss National Bank
Switzerland
$4.38M +$73.4K +2,100 +2%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$3.54M +$2.9K +83 +0.1%
MIM
57
Monashee Investment Management
Massachusetts
$3.52M +$3.49M +100,000 New
EVM
58
Eaton Vance Management
Massachusetts
$3.5M
JP Morgan Chase
59
JP Morgan Chase
New York
$3.43M -$7.63M -218,464 -69%
Skandinaviska Enskilda Banken (SEB)
60
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.31M
PP
61
PDT Partners
New York
$2.84M +$2.81M +80,534 New
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$2.77M +$367K +10,511 +15%
EGM
63
Engineers Gate Manager
New York
$2.75M +$1.91M +54,648 +233%
BG
64
BlackRock Group
United Kingdom
$2.66M +$167K +4,779 +7%
PI
65
PineBridge Investments
New York
$2.52M +$2.5M +71,453 New
CS
66
Credit Suisse
Switzerland
$2.48M +$343K +9,812 +16%
ARTA
67
A.R.T. Advisors
New York
$2.29M +$2.27M +64,900 New
SEI Investments
68
SEI Investments
Pennsylvania
$2.12M +$2.1M +59,957 +17,279%
AllianceBernstein
69
AllianceBernstein
Tennessee
$1.99M -$41.2K -1,180 -2%
CCM
70
Century Capital Management
Massachusetts
$1.89M -$198K -5,679 -10%
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.86M +$511K +14,618 +46%
Legal & General Group
72
Legal & General Group
United Kingdom
$1.85M -$6.71K -192 -0.4%
UBS AM
73
UBS AM
Illinois
$1.79M -$780K -22,333 -31%
BA
74
BlackRock Advisors
Delaware
$1.75M +$248K +7,101 +17%
SIM
75
Spark Investment Management
New York
$1.74M +$1.73M +49,500 New