LPL Financial
LPLA
LPLA
341 hedge funds and large institutions have $7.07B invested in LPL Financial in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 25 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 funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
9% more funds holding
Funds holding: 312 → 341 (+29)
1.5% more ownership
Funds ownership: 93.37% → 94.87% (+1.5%)
22% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 135
Holders
341
Holding in Top 10
11
Calls
$70.7M
Puts
$4.61M
Top Buyers
| 1 | +$188M | |
| 2 | +$47.6M | |
| 3 | +$41M | |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$33.9M |
| 5 |
Bank of New York Mellon
New York
|
+$31.7M |
Top Sellers
| 1 | -$65.9M | |
| 2 | -$58.1M | |
| 3 | -$46.1M | |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$35M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$27.4M |