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LPL Financial

298 hedge funds and large institutions have $4.08B invested in LPL Financial in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 115 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

42% less capital invested

Capital invested by funds: $7.07B → $4.08B (-$3B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

49% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 81

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.7M
Puts
$4.28M
Net Calls
Net Calls Change

Top Sellers

1 -$57.8M
2 -$55.4M
3 -$47.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$35.2M
5
Citadel Advisors
Citadel Advisors
Florida
-$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$633K
177
$626K
178
$625K
179
$596K
180
$594K
181
$587K
182
$582K
183
$557K
184
$547K
185
$538K
186
$524K
187
$523K
188
$511K
189
$501K
190
$499K
191
$486K
192
$479K
193
$474K
194
$474K
195
$457K
196
$439K
197
$435K
198
$433K
199
$398K
200
$389K