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LPL Financial

320 hedge funds and large institutions have $5.51B invested in LPL Financial in 2019 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

13% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 105

2.53% more ownership

Funds ownership: 91.39%93.91% (+2.5%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
320
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.4M
Puts
$7.68M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
76
$8.9M
77
$8.35M
78
$8.25M
79
$8.01M
80
$7.81M
81
$7.75M
82
$7.56M
83
$7.48M
84
$7.42M
85
$7.25M
86
$7.08M
87
$6.49M
88
$6.31M
89
$6.29M
90
$6.26M
91
$5.86M
92
$5.76M
93
$5.24M
94
$5.09M
95
$4.96M
96
$4.77M
97
$4.72M
98
$4.65M
99
$4.57M
100
$4.51M