LPL Financial
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.
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
6% more capital invested
Capital invested by funds: $3.3B → $3.48B (+$182M)
2% more funds holding
Funds holding: 193 → 197 (+4)
1.17% less ownership
Funds ownership: 91.94% → 90.77% (-1.2%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
77% less call options, than puts
Call options by funds: $4.3M | Put options by funds: $18.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$382M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.6M |
| 3 |
SC
Samlyn Capital
New York
|
+$21.5M |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$11.9M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
LPLA Hedge Fund Activity: Q2 2017 in Review
197 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2017, worth a combined $3.48B — up 5.5% from $3.3B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new LPLA positions and 28 closed out — a net gain of 5 holders — while 80 added to existing stakes and 66 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $382M. The largest seller was Goldman Sachs, cutting an estimated $25.9M.
- 197 institutional investors held LPL Financial (LPLA) as of Q2 2017, up from 193 in Q1 2017.
- Funds reported $3.48B of LPL Financial stock for Q2 2017, up 5.5% quarter-over-quarter.
- 33 funds opened new LPL Financial positions in Q2 2017 and 28 closed out, a net change of +5 holders.
- The largest LPL Financial buyer in Q2 2017 was Janus Henderson Group, an estimated $382M added.
- The largest LPL Financial seller in Q2 2017 was Goldman Sachs, an estimated $25.9M sold.
Based on aggregated 13F filings for Q2 2017.