LPL Financial
LPLA
LPLA
294 hedge funds and large institutions have $5.51B invested in LPL Financial in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 117 reducing their positions, and 32 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.34% more ownership
Funds ownership: 93.56% → 94.9% (+1.3%)
6% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 117
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Holders
294
Holding in Top 10
13
Calls
$26.7M
Puts
$14.9M
Top Buyers
| 1 | +$147M | |
| 2 | +$50.5M | |
| 3 | +$36.2M | |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$33M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$31.5M |
Top Sellers
| 1 | -$275M | |
| 2 | -$49.5M | |
| 3 | -$47.9M | |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$40.6M |
| 5 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$26.2M |