LPL Financial
LPLA
LPLA
193 hedge funds and large institutions have $3.3B invested in LPL Financial in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.26% less ownership
Funds ownership: 94.24% → 91.98% (-2.3%)
11% less call options, than puts
Call options by funds: $11.2M | Put options by funds: $12.5M
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Holders
193
Holding in Top 10
8
Calls
$11.2M
Puts
$12.5M
Top Buyers
| 1 | +$139M | |
| 2 | +$58M | |
| 3 | +$46.8M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$45.3M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$41.4M |
Top Sellers
| 1 | -$139M | |
| 2 | -$108M | |
| 3 | -$99.2M | |
| 4 |
LCM
Laurion Capital Management
New York
|
-$50.1M |
| 5 |
HCM
HMI Capital Management
San Francisco,
California
|
-$35.8M |