LPLA icon

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.77M
Puts
$13.2M
Net Calls
Net Calls Change

Top Buyers

1 +$63.7M
2 +$38.6M
3 +$36.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$31.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$18.8M

Top Sellers

1 -$193M
2 -$184M
3 -$141M
4
BBHC
Brown Brothers Harriman & Co
New York
-$86.1M
5
Invesco
Invesco
Georgia
-$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$1.69M
77
$1.67M
78
$1.66M
79
$1.58M
80
$1.52M
81
$1.39M
82
$1.37M
83
$1.31M
84
$1.27M
85
$1.24M
86
$1.22M
87
$1.2M
88
$1.11M
89
$1.11M
90
$1.08M
91
$1.04M
92
$1.01M
93
$990K
94
$989K
95
$983K
96
$955K
97
$932K
98
$835K
99
$822K
100
$767K