LPL Financial
LPLA
LPLA
480 hedge funds and large institutions have $14.3B invested in LPL Financial in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 178 increasing their positions, 156 reducing their positions, and 42 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 in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
14% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 156
11% more funds holding
Funds holding: 433 → 480 (+47)
1.98% more ownership
Funds ownership: 95.82% → 97.8% (+2%)
Holders
480
Holding in Top 10
20
Calls
$66.3M
Puts
$34.1M
Top Buyers
| 1 | +$152M | |
| 2 | +$146M | |
| 3 | +$117M | |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$60.4M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$60.3M |
Top Sellers
| 1 | -$119M | |
| 2 | -$94.7M | |
| 3 | -$83M | |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$62.2M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$58.2M |