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LPL Financial

188 hedge funds and large institutions have $2.96B invested in LPL Financial in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 11

94.24% more ownership

Funds ownership: 0%94.24% (+94%)

37% more funds holding

Funds holding: 137188 (+51)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

4% more capital invested

Capital invested by funds: $2.85B → $2.96B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

71% less call options, than puts

Call options by funds: $3.77M | Put options by funds: $13.2M

Holders
188
Holders Change
+51
Holders Change %
+37.23%
% of All Funds
4.7%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
64
Increased
54
Reduced
52
Closed
11
Calls
$3.77M
Puts
$13.2M
Net Calls
-$9.43M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
176
D.A. Davidson & Co
Montana
$4K
IWM
177
IHT Wealth Management
Illinois
$4K +$3.5K +100 New
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4.16K +119 New
KT
179
Kanaly Trust
Texas
$3K -$349 -10 -11%
US Bancorp
180
US Bancorp
Minnesota
$3K
Bessemer Group
181
Bessemer Group
New Jersey
$2K +$1.75K +50 New
FQ
182
First Quadrant
California
$1K
WAM
183
Wealthspire Advisors (Maryland)
Maryland
$1K
EARNEST Partners
184
EARNEST Partners
Georgia
$1K +$1.01K +29 New
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.12K +32 New
EA
186
Efficient Advisors
Ohio
-$4.96M -165,854 Closed
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
-$2.43M -81,310 Closed
Asset Management One
188
Asset Management One
Japan
-$2.01M -70,268 Closed
Credit Agricole
189
Credit Agricole
France
-$1.2M -40,038 Closed
WSTAM
190
Wilbanks Smith & Thomas Asset Management
Virginia
-$819K -27,375 Closed
TG
191
TLP Group
Illinois
-$164K -5,476 Closed
GT
192
Glenmede Trust
Pennsylvania
-$89K -3,000 Closed
MCM
193
Maltese Capital Management
New York
-$75K -2,500 Closed
Walleye Trading
194
Walleye Trading
New York
-$71.9K -2,058 Closed
JFA
195
JNBA Financial Advisors
Minnesota
-$24K -816 Closed
S
196
SignatureFD
Georgia
-$24K -816 Closed
Royal Bank of Canada
197
Royal Bank of Canada
Ontario, Canada
-$26.7K -763 -97%
CF
198
CenterStar Fund
Illinois
-$132K