LPL Financial
LPLA
LPLA
162 hedge funds and large institutions have $4.12B invested in LPL Financial in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
30% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 37
90% less call options, than puts
Call options by funds: $63K | Put options by funds: $612K
Holders
162
Holding in Top 10
11
Calls
$63K
Puts
$612K
Top Buyers
1 | +$246M | |
2 | +$78.7M | |
3 | +$62.8M | |
4 |
SC
Samlyn Capital
New York
|
+$51.7M |
5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$29.8M |
Top Sellers
1 | -$392M | |
2 | -$113M | |
3 | -$57.3M | |
4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$20.4M |
5 |
Millennium Management
New York
|
-$14.8M |