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LPL Financial
LPLA
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.
New
Increased
Maintained
Reduced
Closed
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 (+$782M)
13% more funds holding
Funds holding: 197 → 223 (+26)
1.11% more ownership
Funds ownership: 90.77% → 91.88% (+1.1%)
38% less call options, than puts
Call options by funds: $9.38M | Put options by funds: $15.3M
Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
5.56%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
54
Increased
90
Reduced
58
Closed
24
Calls
$9.38M
Puts
$15.3M
Net Calls
-$5.87M
Net Calls Change
+$8.33M
Top Buyers
| 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
| 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 |
