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LPL Financial
LPLA
LPLA
628 hedge funds and large institutions have $16.3B invested in LPL Financial in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 196 increasing their positions, 263 reducing their positions, and 62 closing their positions.
New
Increased
Maintained
Reduced
Closed
95% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 62
8% more funds holding
Funds holding: 581 → 628 (+47)
2% less call options, than puts
Call options by funds: $42.3M | Put options by funds: $43.3M
9.85% less ownership
Funds ownership: 105.96% → 96.11% (-9.8%)
11% less capital invested
Capital invested by funds: $18.4B → $16.3B (-$2.1B)
25% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 263
27% less funds holding in top 10
Funds holding in top 10: 26 → 19 (-7)
Holders
628
Holders Change
+47
Holders Change %
+8.09%
% of All Funds
10.09%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.31%
New
121
Increased
196
Reduced
263
Closed
62
Calls
$42.3M
Puts
$43.3M
Net Calls
-$1.02M
Net Calls Change
-$8.23M
Top Buyers
| 1 |
BlackRock
New York
|
+$340M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$186M |
| 3 |
D.E. Shaw & Co
New York
|
+$175M |
| 4 |
Goldman Sachs
New York
|
+$107M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$105M |
