We are live on ! Find out more
LPLA icon

LPL Financial

171 hedge funds and large institutions have $4.33B invested in LPL Financial in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

34% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 50

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more funds holding

Funds holding: 162171 (+9)

5% more capital invested

Capital invested by funds: $4.12B → $4.33B (+$210M)

6% more call options, than puts

Call options by funds: $224K | Put options by funds: $211K

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
4.56%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
31
Increased
67
Reduced
50
Closed
21
Calls
$224K
Puts
$211K
Net Calls
+$13K
Net Calls Change
+$562K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$65K -$153K -3,473 -70%
PAM
152
Panagora Asset Management
Massachusetts
$50K -$808K -18,288 -94%
US Bancorp
153
US Bancorp
Minnesota
$37K +$354 +8 +1%
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$35K -$221 -5 -0.6%
FNBT
155
FineMark National Bank & Trust
Florida
$35K +$2.25K +51 +7%
PHK
156
Point72 Hong Kong
Hong Kong
$29K +$28.8K +652 New
CFG
157
CKW Financial Group
Hawaii
$26K +$9.59K +217 +58%
RCG
158
Ruggie Capital Group
Florida
$16K -$4.91K -111 -24%
WA
159
WealthTrust-Arizona
Arizona
$13K -$751 -17 -6%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$12K +$12.2K +275 New
Lazard Asset Management
161
Lazard Asset Management
New York
$12K +$12.9K +291 New
BRWM
162
B. Riley Wealth Management
Tennessee
$8K
WP
163
WealthPLAN Partners
Nebraska
$6K +$6.05K +137 New
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$4K +$884 +20 +40%
ASN
165
Advisory Services Network
Georgia
$3K +$1.1K +25 +50%
WCM
166
Wealthcare Capital Management
Virginia
$3K +$2.52K +57 New
CIM
167
Cambria Investment Management
California
$2.1K +$105K +2,379 +5%
Federated Hermes
168
Federated Hermes
Pennsylvania
$1K -$13.7K -310 -97%
FPFS
169
First Personal Financial Services
North Carolina
$1K
S
170
SignatureFD
Georgia
$1K
Manulife (Manufacturers Life Insurance)
171
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$124
SC
172
Samlyn Capital
New York
-$51.7M -1,159,490 Closed
SC
173
Salzman & Co
New York
-$25.1M -562,785 Closed
MSA
174
Mason Street Advisors
Wisconsin
-$23.3M -523,392 Closed
Westfield Capital Management
175
Westfield Capital Management
Massachusetts
-$15.2M -341,875 Closed