LPL Financial
LPLA
LPLA
182 hedge funds and large institutions have $4.29B invested in LPL Financial in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
18% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 68
87% less call options, than puts
Call options by funds: $146K | Put options by funds: $1.1M
Holders
182
Holding in Top 10
10
Calls
$146K
Puts
$1.1M
Top Buyers
| 1 | +$101M | |
| 2 | +$32.8M | |
| 3 | +$32.7M | |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$24.6M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$22.6M |
Top Sellers
| 1 | -$32M | |
| 2 | -$27.4M | |
| 3 | -$26.6M | |
| 4 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$24.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.5M |