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LPL Financial
LPLA

188 hedge funds and large institutions have $2.96B invested in LPL Financial in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 11

94.26% more ownership

Funds ownership: 0% → 94.26% (+94%)

36% more funds holding

Funds holding: 138 → 188 (+50)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

3% more capital invested

Capital invested by funds: $2.86B → $2.96B (+$96.1M)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

71% less call options, than puts

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

Holders
188
Holders Change
+50
Holders Change %
+36.23%
% of All Funds
4.69%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
63
Increased
54
Reduced
52
Closed
11
Calls
$3.77M
Puts
$13.2M
Net Calls
-$9.43M
Net Calls Change
-$17.6M

Top Buyers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
+$63.2M
2
Millennium Management
Millennium Management
New York
+$38.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$36.1M
4
Victory Capital Management
Victory Capital Management
Texas
+$31.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$18.7M

Top Sellers

Rank Fund Capital Flow
1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$192M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$183M
3
FP
FPR Partners
California
-$140M
4
BBHC
Brown Brothers Harriman & Co
New York
-$85.4M
5
Invesco
Invesco
Georgia
-$47.9M

LPLA Hedge Fund Activity: Q4 2016 in Review

188 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q4 2016, worth a combined $2.96B — up 3.4% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new LPLA positions and 11 closed out — a net gain of 52 holders — while 54 added to existing stakes and 52 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $63.2M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $192M.

  • 188 institutional investors held LPL Financial (LPLA) as of Q4 2016, up from 138 in Q3 2016.
  • Funds reported $2.96B of LPL Financial stock for Q4 2016, up 3.4% quarter-over-quarter.
  • 63 funds opened new LPL Financial positions in Q4 2016 and 11 closed out, a net change of +52 holders.
  • The largest LPL Financial buyer in Q4 2016 was Laurion Capital Management, an estimated $63.2M added.
  • The largest LPL Financial seller in Q4 2016 was TPG Group Holdings (SBS) Advisors, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2016.