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LPL Financial
LPLA
LPLA
420 hedge funds and large institutions have $12B invested in LPL Financial in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 48 closing their positions.
New
Increased
Maintained
Reduced
Closed
55% more funds holding in top 10
Funds holding in top 10: 11 → 17 (+6)
37% more call options, than puts
Call options by funds: $11.2M | Put options by funds: $8.16M
18% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 137
18% more capital invested
Capital invested by funds: $10.3B → $12B (+$1.79B)
17% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 48
0.76% more ownership
Funds ownership: 95.1% → 95.86% (+0.76%)
1% more funds holding
Funds holding: 417 → 420 (+3)
Holders
420
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
7.35%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.3%
New
56
Increased
161
Reduced
137
Closed
48
Calls
$11.2M
Puts
$8.16M
Net Calls
+$3.01M
Net Calls Change
-$25.8M
Top Buyers
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$70.5M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$51.7M |
| 3 |
Bank of New York Mellon
New York
|
+$51M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$47.2M |
| 5 |
JCM
Junto Capital Management
New York
|
+$38.6M |
