LPL Financial
LPLA
LPLA
180 hedge funds and large institutions have $4.56B invested in LPL Financial in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more call options, than puts
Call options by funds: $ | Put options by funds: $
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
55% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 40
Holders
180
Holding in Top 10
9
Calls
$1.63M
Puts
$1.55M
Top Buyers
| 1 | +$63.6M | |
| 2 | +$63.6M | |
| 3 | +$58M | |
| 4 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
+$45M |
| 5 |
PCM
Palestra Capital Management
New York
|
+$41.7M |
Top Sellers
| 1 | -$241M | |
| 2 | -$40.2M | |
| 3 | -$27M | |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$24M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$21.6M |