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LPL Financial

145 hedge funds and large institutions have $2.12B invested in LPL Financial in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 42

5% less funds holding

Funds holding: 153145 (-8)

8% less capital invested

Capital invested by funds: $2.31B → $2.12B (-$195M)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

36% less call options, than puts

Call options by funds: $2.47M | Put options by funds: $3.84M

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
29
Increased
64
Reduced
42
Closed
34
Calls
$2.47M
Puts
$3.84M
Net Calls
-$1.37M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$30K +$2.59K +103 +8%
AIM
127
Acrospire Investment Management
Illinois
$29K +$32.6K +1,300 New
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$23K
MFS
129
MSI Financial Services
Massachusetts
$23K +$25.1K +1,000 +4,545%
EA
130
Emerald Acquisition
Washington
$19K +$21.4K +852 New
WP
131
WealthPLAN Partners
Nebraska
$14.9K +$24.1K +961 New
CCA
132
Checchi Capital Advisers
California
$11K -$18.9K -753 -60%
Creative Planning
133
Creative Planning
Kansas
$11K +$7.53K +300 +175%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$10K -$1.71K -68 -12%
Citigroup
135
Citigroup
New York
$7K -$9.64K -384 -55%
SEI Investments
136
SEI Investments
Pennsylvania
$5K -$352 -14 -6%
WA
137
WealthTrust-Arizona
Arizona
$5K +$50 +2 +1%
DADC
138
D.A. Davidson & Co
Montana
$3K -$13.4K -535 -79%
AG
139
Advisor Group
Arizona
$3K +$5.85K +233 New
US Bancorp
140
US Bancorp
Minnesota
$2K -$552 -22 -21%
KT
141
Kanaly Trust
Texas
$2K -$352 -14 -12%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.18K +47 New
AWE
143
Avidian Wealth Enterprises
Texas
$342 +$381K +15,187 New
SC
144
Samlyn Capital
New York
-$7.87M -317,200 Closed
HS
145
HighVista Strategies
Massachusetts
-$7.71M -310,974 Closed
Capital Fund Management (CFM)
146
Capital Fund Management (CFM)
France
-$5.26M -212,000 Closed
Fidelity Investments
147
Fidelity Investments
Massachusetts
-$3.76M -151,700 Closed
LCM
148
Laurion Capital Management
New York
-$3.53M -142,450 Closed
CB
149
Cooke & Bieler
Pennsylvania
-$3.52M -142,120 Closed
SCM
150
Stonerise Capital Management
California
-$2.7M -108,700 Closed