LPL Financial
LPLA
321 hedge funds and large institutions have $6.38B invested in LPL Financial in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 32 closing their positions.
381% more call options, than puts
Call options by funds: $61.4M | Put options by funds: $12.8M
22% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 32
16% more capital invested
Capital invested by funds: $5.51B → $6.38B (+$866M)
0% more funds holding
Funds holding: 320 → 321 (+1)
0.04% more ownership
Funds ownership: 93.91% → 93.95% (+0.04%)
24% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 144
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$66.4M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$61.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.5M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$33.1M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$97.8M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$62.5M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$50.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$24.5M |
| 5 |
Millennium Management
New York
|
-$18.1M |
LPLA Hedge Fund Activity: Q2 2019 in Review
321 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2019, worth a combined $6.38B — up 16% from $5.51B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new LPLA positions and 32 closed out — a net gain of 7 holders — while 109 added to existing stakes and 144 trimmed.
The largest buyer was Nuveen, adding an estimated $66.4M. The largest seller was AJO LP, cutting an estimated $97.8M.
- 321 institutional investors held LPL Financial (LPLA) as of Q2 2019, up from 320 in Q1 2019.
- Funds reported $6.38B of LPL Financial stock for Q2 2019, up 16% quarter-over-quarter.
- 39 funds opened new LPL Financial positions in Q2 2019 and 32 closed out, a net change of +7 holders.
- The largest LPL Financial buyer in Q2 2019 was Nuveen, an estimated $66.4M added.
- The largest LPL Financial seller in Q2 2019 was AJO LP, an estimated $97.8M sold.
Based on aggregated 13F filings for Q2 2019.