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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
Legal & General Group
76
Legal & General Group
United Kingdom
$822K +$237K +9,431 +35%
KGI
77
KBI Global Investors
Ireland
$811K +$903K +35,978 New
SAM
78
Shell Asset Management
Netherlands
$748K +$834K +33,201 New
BlackRock
79
BlackRock
New York
$679K +$488K +19,427 +181%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$665K -$829K -33,004 -53%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$609K -$249K -9,916 -27%
WSTAM
82
Wilbanks Smith & Thomas Asset Management
Virginia
$590K +$657K +26,175 New
NIT
83
NumerixS Investment Technologies
British Columbia, Canada
$543K +$605K +24,099 New
CIM
84
Cambria Investment Management
California
$481K -$285K -11,355 -35%
CCM
85
Cadence Capital Management
Massachusetts
$461K +$127K +5,046 +33%
PP
86
Paloma Partners
Connecticut
$444K +$495K +19,700 New
CIBC World Market
87
CIBC World Market
Ontario, Canada
$441K +$491K +19,560 New
QIM
88
Quantitative Investment Management
Virginia
$425K +$475K +18,900 New
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$415K -$978K -38,939 -68%
Principal Financial Group
90
Principal Financial Group
Iowa
$385K +$22.5K +897 +6%
SSG
91
Summit Securities Group
New York
$385K +$430K +17,106 New
BOTW
92
Bank of the West
California
$359K +$110K +4,400 +38%
RJT
93
Raymond James Trust
Florida
$357K -$42.6K -1,696 -10%
URS
94
Utah Retirement Systems
Utah
$354K +$42.7K +1,700 +12%
Walleye Trading
95
Walleye Trading
New York
$333K +$371K +14,763 New
PAG
96
Private Advisor Group
New Jersey
$320K +$56.6K +2,255 +18%
GAM
97
Gotham Asset Management
New York
$300K +$12.1K +483 +4%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$298K +$332K +13,230 New
AB
99
Amalgamated Bank
New York
$294K +$27.8K +1,107 +11%
Barclays
100
Barclays
United Kingdom
$278K +$295K +11,741 +1,987%