LPL Financial
LPLA
LPLA
171 hedge funds and large institutions have $4.33B invested in LPL Financial in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
5% more capital invested
Capital invested by funds: $4.12B → $4.33B (+$210M)
6% more call options, than puts
Call options by funds: $224K | Put options by funds: $211K
Holders
171
Holding in Top 10
12
Calls
$224K
Puts
$211K
Top Buyers
| 1 | +$92.4M | |
| 2 | +$75.8M | |
| 3 | +$61M | |
| 4 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
+$59M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$41.9M |
Top Sellers
| 1 | -$59.8M | |
| 2 | -$51.7M | |
| 3 | -$25.1M | |
| 4 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$23.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$20.4M |