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LPL Financial

579 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 203 increasing their positions, 216 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

9% more funds holding

Funds holding: 531579 (+48)

3.69% more ownership

Funds ownership: 102.23%105.92% (+3.7%)

6% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 216

Holders
579
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$37M
Puts
$29.8M
Net Calls
Net Calls Change

Top Sellers

1 -$151M
2 -$120M
3 -$120M
4
SC
Samlyn Capital
New York
-$101M
5
Invesco
Invesco
Georgia
-$101M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$5.55M
177
$5.47M
178
$5.35M
179
$5.26M
180
$5.26M
181
$5.25M
182
$5.03M
183
$4.94M
184
$4.93M
185
$4.92M
186
$4.85M
187
$4.8M
188
$4.79M
189
$4.77M
190
$4.75M
191
$4.7M
192
$4.61M
193
$4.6M
194
$4.52M
195
$4.45M
196
$4.43M
197
$4.43M
198
$4.37M
199
$4.3M
200
$4.18M