LPL Financial
LPLA
223 hedge funds and large institutions have $4.26B invested in LPL Financial in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 24 closing their positions.
125% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 24
55% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 58
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
22% more capital invested
Capital invested by funds: $3.48B → $4.26B (+$781M)
13% more funds holding
Funds holding: 197 → 223 (+26)
1.11% more ownership
Funds ownership: 90.77% → 91.88% (+1.1%)
31% less call options, than puts
Call options by funds: $11.9M | Put options by funds: $17.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$58.7M |
| 2 |
Goldman Sachs
New York
|
+$42.3M |
| 3 |
JCM
Junto Capital Management
New York
|
+$38M |
| 4 |
SC
Samlyn Capital
New York
|
+$33.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$32.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
FPR Partners
San Francisco,
California
|
-$188M |
| 2 |
Millennium Management
New York
|
-$62.5M |
| 3 |
SA
SPO Advisory
San Anselmo,
California
|
-$56.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$33.8M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$30.5M |
LPLA Hedge Fund Activity: Q3 2017 in Review
223 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2017, worth a combined $4.26B — up 22% from $3.48B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new LPLA positions and 24 closed out — a net gain of 30 holders — while 90 added to existing stakes and 58 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $58.7M. The largest seller was FPR Partners, exiting entirely with an estimated $188M sold.
- 223 institutional investors held LPL Financial (LPLA) as of Q3 2017, up from 197 in Q2 2017.
- Funds reported $4.26B of LPL Financial stock for Q3 2017, up 22% quarter-over-quarter.
- 54 funds opened new LPL Financial positions in Q3 2017 and 24 closed out, a net change of +30 holders.
- The largest LPL Financial buyer in Q3 2017 was Fidelity Investments, an estimated $58.7M added.
- The largest LPL Financial seller in Q3 2017 was FPR Partners, an estimated $188M sold.
Based on aggregated 13F filings for Q3 2017.