LPLA icon

LPL Financial

275 hedge funds and large institutions have $4.83B invested in LPL Financial in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

31% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 124

34% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 47

64% less call options, than puts

Call options by funds: $2.82M | Put options by funds: $7.78M

Holders
275
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
$2.82M
Puts
$7.78M
Net Calls
Net Calls Change

Top Buyers

1 +$46.1M
2 +$35.9M
3 +$32.6M
4
JCM
Junto Capital Management
New York
+$31.2M
5
SCA
Southpoint Capital Advisors
New York
+$27.5M

Top Sellers

1 -$58.2M
2 -$47.8M
3 -$41M
4
Invesco
Invesco
Georgia
-$29.6M
5
Renaissance Technologies
Renaissance Technologies
New York
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$1.54M
127
$1.52M
128
$1.51M
129
$1.46M
130
$1.45M
131
$1.43M
132
$1.4M
133
$1.29M
134
$1.29M
135
$1.26M
136
$1.26M
137
$1.26M
138
$1.25M
139
$1.23M
140
$1.22M
141
$1.21M
142
$1.19M
143
$1.15M
144
$1.14M
145
$1.08M
146
$1.08M
147
$1.05M
148
$1.01M
149
$989K
150
$988K