LPL Financial
LPLA
LPLA
168 hedge funds and large institutions have $4.3B invested in LPL Financial in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
28% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 29
Holders
168
Holding in Top 10
13
Calls
$10.8M
Puts
$3.59M
Top Buyers
| 1 | +$68.6M | |
| 2 | +$34.9M | |
| 3 | +$31.2M | |
| 4 |
MCM
Marcato Capital Management
San Francisco,
California
|
+$21.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17.3M |
Top Sellers
| 1 | -$98.7M | |
| 2 | -$28.2M | |
| 3 | -$23.5M | |
| 4 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
-$22.6M |
| 5 |
TCGI
Three Corner Global Investors
New York
|
-$11.8M |