LPL Financial
LPLA
166 hedge funds and large institutions have $4.35B invested in LPL Financial in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 30 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 54
1% more capital invested
Capital invested by funds: $4.3B → $4.35B (+$50.4M)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 30
1% less funds holding
Funds holding: 168 → 166 (-2)
32% less call options, than puts
Call options by funds: $7.46M | Put options by funds: $10.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Marcato Capital Management
San Francisco,
California
|
+$234M |
| 2 |
FP
FPR Partners
San Francisco,
California
|
+$56.9M |
| 3 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$19.8M |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$13.2M |
| 5 |
SCM
Stonerise Capital Management
San Francisco,
California
|
+$9.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$184M |
| 2 |
Morgan Stanley
New York
|
-$139M |
| 3 |
Citigroup
New York
|
-$76.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$45.8M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$36.1M |
LPLA Hedge Fund Activity: Q4 2015 in Review
166 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q4 2015, worth a combined $4.35B — up 1.2% from $4.3B a quarter earlier.
Fund positioning in LPLA was balanced in Q4 2015: 30 funds opened new positions, 30 closed out, 65 added to existing stakes and 54 trimmed.
The largest buyer was Marcato Capital Management, adding an estimated $234M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $184M.
- 166 institutional investors held LPL Financial (LPLA) as of Q4 2015, down from 168 in Q3 2015.
- Funds reported $4.35B of LPL Financial stock for Q4 2015, up 1.2% quarter-over-quarter.
- 30 funds opened new LPL Financial positions in Q4 2015 and 30 closed out, a net change of 0 holders.
- The largest LPL Financial buyer in Q4 2015 was Marcato Capital Management, an estimated $234M added.
- The largest LPL Financial seller in Q4 2015 was TPG Group Holdings (SBS) Advisors, an estimated $184M sold.
Based on aggregated 13F filings for Q4 2015.