LPL Financial
LPLA
LPLA
636 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 238 reducing their positions, and 111 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
5% less funds holding
Funds holding: 669 → 636 (-33)
17% less capital invested
Capital invested by funds: $20.1B → $16.6B (-$3.51B)
23% less first-time investments, than exits
New positions opened: 85 | Existing positions closed: 111
Holders
636
Holding in Top 10
22
Calls
$153M
Puts
$140M
Top Buyers
| 1 | +$283M | |
| 2 | +$210M | |
| 3 | +$201M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$151M |
| 5 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$115M |
Top Sellers
| 1 | -$440M | |
| 2 | -$345M | |
| 3 | -$139M | |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$133M |
| 5 |
BlackRock
New York
|
-$128M |