LPL Financial
LPLA
LPLA
197 hedge funds and large institutions have $3.48B invested in LPL Financial in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.21% less ownership
Funds ownership: 91.98% → 90.77% (-1.2%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
83% less call options, than puts
Call options by funds: $2.94M | Put options by funds: $17.1M
Holders
197
Holding in Top 10
7
Calls
$2.94M
Puts
$17.1M
Top Buyers
| 1 | +$399M | |
| 2 | +$35.1M | |
| 3 | +$22.5M | |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$12.4M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$11.9M |
Top Sellers
| 1 | -$27.1M | |
| 2 | -$24.6M | |
| 3 | -$22.5M | |
| 4 |
LCM
Laurion Capital Management
New York
|
-$21.9M |
| 5 |
SA
SPO Advisory
San Anselmo,
California
|
-$19M |