LPL Financial
LPLA
LPLA
175 hedge funds and large institutions have $4.18B invested in LPL Financial in 2014 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
12% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 26
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Holders
175
Holding in Top 10
6
Calls
$695K
Puts
$668K
Top Buyers
| 1 | +$29.5M | |
| 2 | +$27.6M | |
| 3 | +$26.7M | |
| 4 |
Millennium Management
New York
|
+$14.8M |
| 5 |
TAM
Toscafund Asset Management
London,
United Kingdom
|
+$12M |
Top Sellers
| 1 | -$34.8M | |
| 2 | -$28.1M | |
| 3 | -$24.5M | |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$24.3M |
| 5 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$19.8M |