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LPL Financial

326 hedge funds and large institutions have $5.85B invested in LPL Financial in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 132 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

14% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 132

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

45% less call options, than puts

Call options by funds: $8.09M | Put options by funds: $14.7M

Holders
326
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.09M
Puts
$14.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
151
$1.48M
152
$1.48M
153
$1.46M
154
$1.43M
155
$1.43M
156
$1.42M
157
$1.37M
158
$1.31M
159
$1.28M
160
$1.28M
161
$1.22M
162
$1.21M
163
$1.21M
164
$1.2M
165
$1.18M
166
$1.16M
167
$1.12M
168
$1.11M
169
$1.11M
170
$1.1M
171
$1.1M
172
$1.06M
173
$1.02M
174
$1.01M
175
$983K