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LPL Financial

530 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 189 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

8% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 175

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

70% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $93.7M

Holders
530
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.8M
Puts
$93.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
176
$3.81M
177
$3.81M
178
$3.79M
179
$3.78M
180
$3.76M
181
$3.71M
182
$3.63M
183
$3.62M
184
$3.56M
185
$3.52M
186
$3.42M
187
$3.29M
188
$3.18M
189
$3.18M
190
$3.16M
191
$3.1M
192
$3.09M
193
$3.05M
194
$3.01M
195
$2.89M
196
$2.88M
197
$2.84M
198
$2.72M
199
$2.63M
200
$2.62M