LPL Financial
LPLA
LPLA
312 hedge funds and large institutions have $6.28B invested in LPL Financial in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 133 reducing their positions, and 49 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
18% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 49
26% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 133
Holders
312
Holding in Top 10
5
Calls
$115M
Puts
$6.73M
Top Buyers
| 1 | +$84.1M | |
| 2 | +$53.8M | |
| 3 | +$37.9M | |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$35M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$30.7M |
Top Sellers
| 1 | -$67.7M | |
| 2 | -$59.3M | |
| 3 | -$45M | |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$44.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$43.1M |