LPL Financial
LPLA
275 hedge funds and large institutions have $4.83B invested in LPL Financial in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 123 reducing their positions, and 47 closing their positions.
0.67% less ownership
Funds ownership: 92.06% → 91.39% (-0.67%)
5% less funds holding
Funds holding: 291 → 275 (-16)
8% less capital invested
Capital invested by funds: $5.23B → $4.83B (-$394M)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
31% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 123
32% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 47
64% less call options, than puts
Call options by funds: $2.82M | Put options by funds: $7.78M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$46M |
| 2 |
SC
Samlyn Capital
New York
|
+$35.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$32.5M |
| 4 |
JCM
Junto Capital Management
New York
|
+$31.1M |
| 5 |
SCA
Southpoint Capital Advisors
New York
|
+$27.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMVA
New Mountain Vantage Advisers
New York
|
-$58.1M |
| 2 |
TCP
Tourbillon Capital Partners
New York
|
-$47.8M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$41.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$29.6M |
| 5 |
Renaissance Technologies
New York
|
-$27.2M |
LPLA Hedge Fund Activity: Q4 2018 in Review
275 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q4 2018, worth a combined $4.83B — down 7.5% from $5.23B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of LPLA and 32 opened new positions — a net loss of 15 holders — while 123 trimmed existing stakes and 85 added.
The largest buyer was American Century Companies, adding an estimated $46M. The largest seller was New Mountain Vantage Advisers, cutting an estimated $58.1M.
- 275 institutional investors held LPL Financial (LPLA) as of Q4 2018, down from 291 in Q3 2018.
- Funds reported $4.83B of LPL Financial stock for Q4 2018, down 7.5% quarter-over-quarter.
- 32 funds opened new LPL Financial positions in Q4 2018 and 47 closed out, a net change of -15 holders.
- The largest LPL Financial buyer in Q4 2018 was American Century Companies, an estimated $46M added.
- The largest LPL Financial seller in Q4 2018 was New Mountain Vantage Advisers, an estimated $58.1M sold.
Based on aggregated 13F filings for Q4 2018.