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LPL Financial
LPLA
LPLA
197 hedge funds and large institutions have $3.48B invested in LPL Financial in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
21% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 66
18% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 28
5% more capital invested
Capital invested by funds: $3.3B → $3.48B (+$180M)
2% more funds holding
Funds holding: 193 → 197 (+4)
1.21% less ownership
Funds ownership: 91.98% → 90.77% (-1.2%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
83% less call options, than puts
Call options by funds: $2.94M | Put options by funds: $17.1M
Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.91%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
33
Increased
80
Reduced
66
Closed
28
Calls
$2.94M
Puts
$17.1M
Net Calls
-$14.2M
Net Calls Change
-$12.9M
Top Buyers
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$25.9M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$23.4M |
| 3 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
-$22.5M |
| 4 |
LCM
Laurion Capital Management
New York
|
-$21.9M |
| 5 |
SA
SPO Advisory
San Anselmo,
California
|
-$18.2M |
