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LPL Financial

188 hedge funds and large institutions have $2.96B invested in LPL Financial in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% more capital invested

Capital invested by funds: $2.85B → $2.96B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

71% less call options, than puts

Call options by funds: $3.77M | Put options by funds: $13.2M

Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.77M
Puts
$13.2M
Net Calls
Net Calls Change

Top Buyers

1 +$63.7M
2 +$38.6M
3 +$36.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$31.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$18.8M

Top Sellers

1 -$193M
2 -$184M
3 -$141M
4
BBHC
Brown Brothers Harriman & Co
New York
-$86.1M
5
Invesco
Invesco
Georgia
-$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$102K
152
$101K
153
$97K
154
$93K
155
$91K
156
$87K
157
$79K
158
$78K
159
$56K
160
$53K
161
$44K
162
$41K
163
$40K
164
$39K
165
$37K
166
$35K
167
$32K
168
$31K
169
$22K
170
$16K
171
$13.3K
172
$12K
173
$12K
174
$9K
175
$4K