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LPL Financial
LPLA
LPLA
193 hedge funds and large institutions have $3.3B invested in LPL Financial in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
32% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 37
20% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 55
12% more capital invested
Capital invested by funds: $2.96B → $3.3B (+$342M)
3% more funds holding
Funds holding: 188 → 193 (+5)
2.26% less ownership
Funds ownership: 94.24% → 91.98% (-2.3%)
11% less call options, than puts
Call options by funds: $11.2M | Put options by funds: $12.5M
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
4.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
49
Increased
66
Reduced
55
Closed
37
Calls
$11.2M
Puts
$12.5M
Net Calls
-$1.34M
Net Calls Change
+$8.09M
Top Buyers
| 1 |
BlackRock
New York
|
+$137M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$57.2M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$46.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.7M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$40.8M |
