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LPL Financial

188 hedge funds and large institutions have $2.96B invested in LPL Financial in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% more capital invested

Capital invested by funds: $2.85B → $2.96B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

71% less call options, than puts

Call options by funds: $3.77M | Put options by funds: $13.2M

Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.77M
Puts
$13.2M
Net Calls
Net Calls Change

Top Buyers

1 +$63.7M
2 +$38.6M
3 +$36.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$31.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$18.8M

Top Sellers

1 -$193M
2 -$184M
3 -$141M
4
BBHC
Brown Brothers Harriman & Co
New York
-$86.1M
5
Invesco
Invesco
Georgia
-$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$338K
127
$332K
128
$307K
129
$307K
130
$301K
131
$282K
132
$280K
133
$277K
134
$262K
135
$262K
136
$260K
137
$254K
138
$245K
139
$243K
140
$242K
141
$222K
142
$221K
143
$211K
144
$209K
145
$208K
146
$203K
147
$136K
148
$114K
149
$107K
150
$104K