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LPL Financial
LPLA
LPLA
202 hedge funds and large institutions have $4.78B invested in LPL Financial in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 46 increasing their positions, 96 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
122% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 18
11% more capital invested
Capital invested by funds: $4.29B → $4.78B (+$489M)
11% more funds holding
Funds holding: 182 → 202 (+20)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
52% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 96
56% less call options, than puts
Call options by funds: $1.2M | Put options by funds: $2.74M
Holders
202
Holders Change
+20
Holders Change %
+10.99%
% of All Funds
5.83%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
40
Increased
46
Reduced
96
Closed
18
Calls
$1.2M
Puts
$2.74M
Net Calls
-$1.54M
Net Calls Change
-$580K
Top Buyers
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$450M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$272M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$48.9M |
| 4 |
Millennium Management
New York
|
+$23.9M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$22.6M |
