LPLA icon

LPL Financial

372 hedge funds and large institutions have $8.07B invested in LPL Financial in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 117 increasing their positions, 127 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.83% more ownership

Funds ownership: 96.81%97.64% (+0.83%)

8% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 127

49% less call options, than puts

Call options by funds: $11.5M | Put options by funds: $22.4M

Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.5M
Puts
$22.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$846M
2
$802M
3
$599M
4
$350M
5
$326M
6
$241M
7
$240M
8
$205M
9
$182M
10
$181M
11
$148M
12
$147M
13
$138M
14
$132M
15
$121M
16
$116M
17
$115M
18
$110M
19
$110M
20
$110M
21
$110M
22
$108M
23
$105M
24
$102M
25
$99.9M