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LPL Financial

433 hedge funds and large institutions have $12.3B invested in LPL Financial in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 151 increasing their positions, 156 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.04% less ownership

Funds ownership: 95.86%95.82% (-0.04%)

3% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 156

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
433
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$8.68M
Net Calls
Net Calls Change

Top Buyers

1 +$161M
2 +$111M
3 +$47.6M
4
GL
Governors Lane
New York
+$33.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.8M

Top Sellers

1 -$330M
2 -$125M
3 -$80.7M
4
SC
Samlyn Capital
New York
-$60.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$49.1M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$6.65M
127
$6.6M
128
$6.56M
129
$6.54M
130
$6.31M
131
$6.29M
132
$5.97M
133
$5.96M
134
$5.89M
135
$5.65M
136
$5.62M
137
$5.53M
138
$5.39M
139
$5.21M
140
$5.1M
141
$4.8M
142
$4.62M
143
$4.6M
144
$4.34M
145
$4.31M
146
$4.28M
147
$4.09M
148
$3.9M
149
$3.46M
150
$3.44M