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LPL Financial
LPLA
LPLA
178 hedge funds and large institutions have $4.93B invested in LPL Financial in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
24% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 29
14% more capital invested
Capital invested by funds: $4.33B → $4.93B (+$600M)
4% more funds holding
Funds holding: 171 → 178 (+7)
5% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 61
11% less call options, than puts
Call options by funds: $2.73M | Put options by funds: $3.08M
Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
4.8%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
36
Increased
64
Reduced
61
Closed
29
Calls
$2.73M
Puts
$3.08M
Net Calls
-$350K
Net Calls Change
-$363K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$162M |
| 2 |
SA
SPO Advisory
San Anselmo,
California
|
+$126M |
| 3 |
FPA
First Pacific Advisors
El Segundo,
California
|
+$115M |
| 4 |
Citigroup
New York
|
+$89.1M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$57.8M |
Top Sellers
| 1 |
Nomura Holdings
Tokyo,
Japan
|
-$92.8M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
-$82.8M |
| 3 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$59M |
| 4 |
PCM
Palestra Capital Management
New York
|
-$49.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$30.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
201
Secor Capital Advisors
New York
| – | -$278K | -6,338 | Closed |
|
|
VAM
202
Visium Asset Management
New York
| – | -$244K | -5,564 | Closed |
|
203
SG Americas Securities
New York
| – | -$228K | -5,192 | Closed |
|
|
AG
204
Aperio Group
Sausalito,
California
| – | -$206K | -4,689 | Closed |
|
|
SEC
205
Seven Eight Capital
New York
| – | -$136K | -3,102 | Closed |
|
|
PHK
206
Point72 Hong Kong
Hong Kong
| – | -$29K | -652 | Closed |
|
|
WCM
207
Wealthcare Capital Management
Richmond,
Virginia
| – | -$3K | -57 | Closed |
|
208
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -10 | Closed |
|