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LPL Financial

320 hedge funds and large institutions have $5.51B invested in LPL Financial in 2019 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

13% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 105

2.53% more ownership

Funds ownership: 91.39%93.91% (+2.5%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
320
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.4M
Puts
$7.68M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$698M
2
$689M
3
$280M
4
$204M
5
$180M
6
$171M
7
$165M
8
$158M
9
$153M
10
$126M
11
$117M
12
$105M
13
$103M
14
$103M
15
$93.5M
16
$91.6M
17
$87.4M
18
$83.2M
19
$80.9M
20
$76.4M
21
$71.3M
22
$54M
23
$49.5M
24
$48.9M
25
$46.4M