LPLA icon

LPL Financial

292 hedge funds and large institutions have $5.24B invested in LPL Financial in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 114

2.33% less ownership

Funds ownership: 94.9%92.57% (-2.3%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7M
Puts
$5.06M
Net Calls
Net Calls Change

Top Sellers

1 -$147M
2 -$48.8M
3 -$36.6M
4
Two Sigma Investments
Two Sigma Investments
New York
-$25.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$1.62M
127
$1.51M
128
$1.48M
129
$1.47M
130
$1.43M
131
$1.43M
132
$1.37M
133
$1.36M
134
$1.35M
135
$1.33M
136
$1.33M
137
$1.28M
138
$1.27M
139
$1.24M
140
$1.19M
141
$1.17M
142
$1.17M
143
$1.14M
144
$1.13M
145
$1.13M
146
$1.12M
147
$1.12M
148
$1.08M
149
$1.06M
150
$1.05M