LPL Financial
LPLA
LPLA
585 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 235 reducing their positions, and 93 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
4% less funds holding
Funds holding: 608 → 585 (-23)
16% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 235
20% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 93
Holders
585
Holding in Top 10
16
Calls
$55.8M
Puts
$28.9M
Top Buyers
| 1 | +$258M | |
| 2 | +$171M | |
| 3 | +$86.1M | |
| 4 |
Holocene Advisors
New York
|
+$79.2M |
| 5 |
JCM
Junto Capital Management
New York
|
+$71.8M |
Top Sellers
| 1 | -$404M | |
| 2 | -$206M | |
| 3 | -$202M | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$154M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$121M |