LPLA icon

LPL Financial

188 hedge funds and large institutions have $2.96B invested in LPL Financial in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% more capital invested

Capital invested by funds: $2.85B → $2.96B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

71% less call options, than puts

Call options by funds: $3.77M | Put options by funds: $13.2M

Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.77M
Puts
$13.2M
Net Calls
Net Calls Change

Top Buyers

1 +$63.7M
2 +$38.6M
3 +$36.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$31.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$18.8M

Top Sellers

1 -$193M
2 -$184M
3 -$141M
4
BBHC
Brown Brothers Harriman & Co
New York
-$86.1M
5
Invesco
Invesco
Georgia
-$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$743K
102
$703K
103
$684K
104
$668K
105
$651K
106
$646K
107
$630K
108
$604K
109
$562K
110
$552K
111
$544K
112
$506K
113
$500K
114
$473K
115
$465K
116
$464K
117
$454K
118
$440K
119
$438K
120
$419K
121
$391K
122
$384K
123
$372K
124
$356K
125
$352K