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LPL Financial

298 hedge funds and large institutions have $4.08B invested in LPL Financial in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 115 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

42% less capital invested

Capital invested by funds: $7.07B → $4.08B (-$3B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

49% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 81

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.7M
Puts
$4.28M
Net Calls
Net Calls Change

Top Sellers

1 -$57.8M
2 -$55.4M
3 -$47.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$35.2M
5
Citadel Advisors
Citadel Advisors
Florida
-$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$521M
2
$490M
3
$216M
4
$205M
5
$129M
6
$118M
7
$118M
8
$115M
9
$114M
10
$112M
11
$105M
12
$89.4M
13
$75.1M
14
$71M
15
$70.7M
16
$66.8M
17
$61.5M
18
$55.9M
19
$52.8M
20
$50.1M
21
$49.3M
22
$47.9M
23
$44.8M
24
$37.8M
25
$35.8M