LPL Financial
LPLA
145 hedge funds and large institutions have $2.12B invested in LPL Financial in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 34 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 42
5% less funds holding
Funds holding: 153 → 145 (-8)
9% less capital invested
Capital invested by funds: $2.33B → $2.12B (-$207M)
15% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 34
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
36% less call options, than puts
Call options by funds: $2.47M | Put options by funds: $3.84M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$22.2M |
| 2 |
FCIM
Fairview Capital Investment Management
Greenbrae,
California
|
+$21.8M |
| 3 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
+$15.3M |
| 4 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$7.45M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$6.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$21.8M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$18.1M |
| 3 |
SC
Samlyn Capital
New York
|
-$7.87M |
| 4 |
HS
HighVista Strategies
Boston,
Massachusetts
|
-$7.71M |
| 5 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$7.59M |
LPLA Hedge Fund Activity: Q2 2016 in Review
145 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2016, worth a combined $2.12B — down 8.9% from $2.33B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of LPLA and 29 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 64 added.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $22.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $21.8M.
- 145 institutional investors held LPL Financial (LPLA) as of Q2 2016, down from 153 in Q1 2016.
- Funds reported $2.12B of LPL Financial stock for Q2 2016, down 8.9% quarter-over-quarter.
- 29 funds opened new LPL Financial positions in Q2 2016 and 34 closed out, a net change of -5 holders.
- The largest LPL Financial buyer in Q2 2016 was ArrowMark Colorado Holdings, an estimated $22.2M added.
- The largest LPL Financial seller in Q2 2016 was T. Rowe Price Associates, an estimated $21.8M sold.
Based on aggregated 13F filings for Q2 2016.