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LPL Financial

292 hedge funds and large institutions have $5.24B invested in LPL Financial in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 114

2.33% less ownership

Funds ownership: 94.9%92.57% (-2.3%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7M
Puts
$5.06M
Net Calls
Net Calls Change

Top Sellers

1 -$147M
2 -$48.8M
3 -$36.6M
4
Two Sigma Investments
Two Sigma Investments
New York
-$25.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$690K
177
$677K
178
$648K
179
$645K
180
$637K
181
$620K
182
$611K
183
$596K
184
$586K
185
$584K
186
$576K
187
$571K
188
$562K
189
$533K
190
$524K
191
$509K
192
$506K
193
$504K
194
$504K
195
$497K
196
$497K
197
$496K
198
$495K
199
$491K
200
$488K