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LPL Financial

188 hedge funds and large institutions have $2.96B invested in LPL Financial in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 11

94.24% more ownership

Funds ownership: 0%94.24% (+94%)

37% more funds holding

Funds holding: 137188 (+51)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

4% more capital invested

Capital invested by funds: $2.85B → $2.96B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

71% less call options, than puts

Call options by funds: $3.77M | Put options by funds: $13.2M

Holders
188
Holders Change
+51
Holders Change %
+37.23%
% of All Funds
4.7%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
64
Increased
54
Reduced
52
Closed
11
Calls
$3.77M
Puts
$13.2M
Net Calls
-$9.43M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SPO Advisory
California
$304M
FP
2
FPR Partners
California
$281M -$140M -4,000,000 -33%
JHIU
3
Janus Henderson Investors US
Colorado
$280M +$12.8M +365,980 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$240M +$36.1M +1,032,840 +18%
FCIM
5
Fairview Capital Investment Management
California
$164M -$40.3M -1,153,598 -20%
FPA
6
First Pacific Advisors
California
$161M +$727K +20,800 +0.5%
TGHSA
7
TPG Group Holdings (SBS) Advisors
Texas
$108M -$192M -5,493,096 -64%
ACH
8
ArrowMark Colorado Holdings
Colorado
$107M -$1.41M -40,243 -1%
CCP
9
Clarkston Capital Partners
Michigan
$102M -$18.6M -532,735 -16%
SP
10
Stockbridge Partners
Massachusetts
$99.2M -$40.3M -1,154,487 -29%
Invesco
11
Invesco
Georgia
$98.5M -$47.9M -1,369,623 -33%
HCM
12
HMI Capital Management
California
$97.9M
BIT
13
BlackRock Institutional Trust
California
$75.6M +$4.6M +131,682 +7%
LCM
14
Laurion Capital Management
New York
$63.7M +$63.2M +1,808,600 New
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$47M +$11.9M +340,209 +34%
Norges Bank
16
Norges Bank
Norway
$42.9M +$13.1M +375,781 +45%
State Street
17
State Street
Massachusetts
$41.7M +$710K +20,324 +2%
Millennium Management
18
Millennium Management
New York
$38.6M +$38.3M +1,095,172 New
BFA
19
BlackRock Fund Advisors
California
$38.3M +$3.95M +113,070 +12%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$33.4M -$183M -5,227,492 -85%
Victory Capital Management
21
Victory Capital Management
Texas
$32.1M +$31.6M +904,278 +14,349%
Goldman Sachs
22
Goldman Sachs
New York
$24.5M +$18M +513,668 +284%
DIG
23
Dragoneer Investment Group
California
$24.5M -$38.3M -1,095,716 -61%
RJA
24
Raymond James & Associates
Florida
$22.3M +$1.93M +55,331 +10%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$21.5M +$2.21M +63,375 +12%