LPL Financial
LPLA
LPLA
396 hedge funds and large institutions have $11B invested in LPL Financial in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 124 increasing their positions, 142 reducing their positions, and 55 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: →
0.6% less ownership
Funds ownership: 97.64% → 97.04% (-0.6%)
4% less call options, than puts
Call options by funds: $23.6M | Put options by funds: $24.7M
13% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 142
Holders
396
Holding in Top 10
16
Calls
$23.6M
Puts
$24.7M
Top Buyers
| 1 | +$273M | |
| 2 | +$218M | |
| 3 | +$120M | |
| 4 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$92M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$74M |
Top Sellers
| 1 | -$270M | |
| 2 | -$91.1M | |
| 3 | -$70.5M | |
| 4 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
-$64.1M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$56.5M |