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LPL Financial

162 hedge funds and large institutions have $4.12B invested in LPL Financial in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

90% less call options, than puts

Call options by funds: $63K | Put options by funds: $612K

Holders
162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63K
Puts
$612K
Net Calls
Net Calls Change

Top Buyers

1 +$246M
2 +$78.7M
3 +$62.8M
4
SC
Samlyn Capital
New York
+$51.7M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$29.8M

Top Sellers

1 -$392M
2 -$113M
3 -$57.3M
4
GC
Guggenheim Capital
Illinois
-$20.4M
5
Millennium Management
Millennium Management
New York
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$249K
127
$241K
128
$222K
129
$217K
130
$211K
131
$197K
132
$186K
133
$158K
134
$150K
135
$125K
136
$122K
137
$107K
138
$101K
139
$91.8K
140
$84K
141
$50K
142
$37K
143
$36K
144
$33K
145
$22K
146
$21K
147
$19K
148
$17K
149
$14K
150
$14K