LPL Financial
LPLA
341 hedge funds and large institutions have $7.07B invested in LPL Financial in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 25 closing their positions.
1,432% more call options, than puts
Call options by funds: $70.7M | Put options by funds: $4.61M
156% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 25
120% more funds holding in top 10
Funds holding in top 10: 5 → 11 (+6)
13% more capital invested
Capital invested by funds: $6.28B → $7.07B (+$793M)
9% more funds holding
Funds holding: 312 → 341 (+29)
1.5% more ownership
Funds ownership: 93.37% → 94.87% (+1.5%)
22% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 135
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Samlyn Capital
New York
|
+$175M |
| 2 |
HCM
Highline Capital Management
New York
|
+$44.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$38.1M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$31.6M |
| 5 |
Bank of New York Mellon
New York
|
+$29.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$61.3M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$54.1M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
-$42.9M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$32.5M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$25.5M |
LPLA Hedge Fund Activity: Q4 2019 in Review
341 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q4 2019, worth a combined $7.07B — up 13% from $6.28B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new LPLA positions and 25 closed out — a net gain of 39 holders — while 105 added to existing stakes and 135 trimmed.
The largest buyer was Samlyn Capital, adding an estimated $175M. The largest seller was First Pacific Advisors, cutting an estimated $61.3M.
- 341 institutional investors held LPL Financial (LPLA) as of Q4 2019, up from 312 in Q3 2019.
- Funds reported $7.07B of LPL Financial stock for Q4 2019, up 13% quarter-over-quarter.
- 64 funds opened new LPL Financial positions in Q4 2019 and 25 closed out, a net change of +39 holders.
- The largest LPL Financial buyer in Q4 2019 was Samlyn Capital, an estimated $175M added.
- The largest LPL Financial seller in Q4 2019 was First Pacific Advisors, an estimated $61.3M sold.
Based on aggregated 13F filings for Q4 2019.