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LPL Financial

162 hedge funds and large institutions have $4.12B invested in LPL Financial in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

90% less call options, than puts

Call options by funds: $63K | Put options by funds: $612K

Holders
162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63K
Puts
$612K
Net Calls
Net Calls Change

Top Buyers

1 +$246M
2 +$78.7M
3 +$62.8M
4
SC
Samlyn Capital
New York
+$51.7M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$29.8M

Top Sellers

1 -$392M
2 -$113M
3 -$57.3M
4
GC
Guggenheim Capital
Illinois
-$20.4M
5
Millennium Management
Millennium Management
New York
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$539K
102
$537K
103
$526K
104
$508K
105
$506K
106
$496K
107
$481K
108
$425K
109
$413K
110
$413K
111
$404K
112
$392K
113
$377K
114
$363K
115
$329K
116
$320K
117
$312K
118
$309K
119
$290K
120
$278K
121
$275K
122
$272K
123
$266K
124
$264K
125
$254K