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LPL Financial

341 hedge funds and large institutions have $6.03B invested in LPL Financial in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 99 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.5% more ownership

Funds ownership: 95.04%97.54% (+2.5%)

19% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $16.2M

20% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 123

Holders
341
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.1M
Puts
$16.2M
Net Calls
Net Calls Change

Top Buyers

1 +$230M
2 +$72.1M
3 +$60.4M
4
Invesco
Invesco
Georgia
+$46.9M
5
Deutsche Bank
Deutsche Bank
Germany
+$46.1M

Top Sellers

1 -$93.2M
2 -$85.8M
3 -$51.2M
4
JCM
Junto Capital Management
New York
-$46.2M
5
Citadel Advisors
Citadel Advisors
Florida
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$3.24M
127
$3.17M
128
$3.13M
129
$3.12M
130
$3.08M
131
$2.93M
132
$2.85M
133
$2.56M
134
$2.55M
135
$2.53M
136
$2.48M
137
$2.33M
138
$2.29M
139
$2.29M
140
$2.28M
141
$2.26M
142
$2.23M
143
$2.22M
144
$2.2M
145
$2.17M
146
$2.13M
147
$2.13M
148
$2.07M
149
$2.05M
150
$2.05M