LPL Financial
LPLA
LPLA
153 hedge funds and large institutions have $2.31B invested in LPL Financial in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less funds holding in top 10
Funds holding in top 10: →
27% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 37
47% less capital invested
Capital invested by funds: $4.35B → $2.31B (-$2.04B)
Holders
153
Holding in Top 10
10
Calls
$38.9M
Puts
$15.4M
Top Buyers
| 1 | +$54.3M | |
| 2 | +$33.8M | |
| 3 | +$23.9M | |
| 4 |
Invesco
Atlanta,
Georgia
|
+$20.6M |
| 5 |
HCM
HMI Capital Management
San Francisco,
California
|
+$18.8M |
Top Sellers
| 1 | -$258M | |
| 2 | -$75.7M | |
| 3 | -$69.6M | |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$64.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$33M |