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LPL Financial

292 hedge funds and large institutions have $5.24B invested in LPL Financial in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

9% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 114

2.33% less ownership

Funds ownership: 94.9%92.57% (-2.3%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
292
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7M
Puts
$5.06M
Net Calls
Net Calls Change

Top Sellers

1 -$147M
2 -$48.8M
3 -$36.6M
4
Two Sigma Investments
Two Sigma Investments
New York
-$25.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$488K
202
$480K
203
$469K
204
$445K
205
$435K
206
$432K
207
$430K
208
$411K
209
$361K
210
$345K
211
$344K
212
$330K
213
$323K
214
$323K
215
$313K
216
$306K
217
$305K
218
$304K
219
$287K
220
$286K
221
$259K
222
$257K
223
$254K
224
$251K
225
$248K