LPL Financial
LPLA
298 hedge funds and large institutions have $4.08B invested in LPL Financial in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 115 reducing their positions, and 81 closing their positions.
919% more call options, than puts
Call options by funds: $43.7M | Put options by funds: $4.28M
0.17% more ownership
Funds ownership: 94.87% → 95.04% (+0.17%)
10% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 115
13% less funds holding
Funds holding: 341 → 298 (-43)
42% less capital invested
Capital invested by funds: $7.07B → $4.08B (-$3B)
45% less funds holding in top 10
Funds holding in top 10: 11 → 6 (-5)
49% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$105M |
| 2 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$65M |
| 3 |
FCIM
Fairview Capital Investment Management
Greenbrae,
California
|
+$50.8M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$41.9M |
| 5 |
Barclays
London,
United Kingdom
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$85.7M |
| 2 |
ECM
Engle Capital Management
Greenwich,
Connecticut
|
-$55.4M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$52.2M |
| 4 |
HCM
Highline Capital Management
New York
|
-$47.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$47.2M |
LPLA Hedge Fund Activity: Q1 2020 in Review
298 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q1 2020, worth a combined $4.08B — down 42% from $7.07B a quarter earlier.
Sellers outnumbered buyers: 81 funds closed out of LPLA and 41 opened new positions — a net loss of 40 holders — while 115 trimmed existing stakes and 104 added.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $105M. The largest seller was APG Asset Management, cutting an estimated $85.7M.
- 298 institutional investors held LPL Financial (LPLA) as of Q1 2020, down from 341 in Q4 2019.
- Funds reported $4.08B of LPL Financial stock for Q1 2020, down 42% quarter-over-quarter.
- 41 funds opened new LPL Financial positions in Q1 2020 and 81 closed out, a net change of -40 holders.
- The largest LPL Financial buyer in Q1 2020 was Point72 Asset Management, an estimated $105M added.
- The largest LPL Financial seller in Q1 2020 was APG Asset Management, an estimated $85.7M sold.
Based on aggregated 13F filings for Q1 2020.