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LPL Financial

145 hedge funds and large institutions have $2.12B invested in LPL Financial in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 42

5% less funds holding

Funds holding: 153145 (-8)

8% less capital invested

Capital invested by funds: $2.31B → $2.12B (-$195M)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

36% less call options, than puts

Call options by funds: $2.47M | Put options by funds: $3.84M

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
29
Increased
64
Reduced
42
Closed
34
Calls
$2.47M
Puts
$3.84M
Net Calls
-$1.37M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
176
FineMark National Bank & Trust
Florida
-$2K -63 Closed
VCM
177
Versant Capital Management
Arizona
-$1.23K -49 -65%
AIM
178
Advantage Investment Management
Iowa
+$276 +11 New