LPL Financial
LPLA
LPLA
578 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 216 reducing their positions, and 39 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
9% more funds holding
Funds holding: 530 → 578 (+48)
3.69% more ownership
Funds ownership: 102.2% → 105.89% (+3.7%)
6% less repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 216
Holders
578
Holding in Top 10
26
Calls
$37M
Puts
$29.8M
Top Buyers
| 1 | +$961M | |
| 2 | +$186M | |
| 3 | +$170M | |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$110M |
| 5 |
Millennium Management
New York
|
+$85.8M |
Top Sellers
| 1 | -$151M | |
| 2 | -$120M | |
| 3 | -$120M | |
| 4 |
SC
Samlyn Capital
New York
|
-$101M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$101M |