LPLA - LPL Financial Holdings Stock Price, Fair Value and News
263.03USD+1.91 (+0.73%)Market Closed
Which funds bought or sold LPLA recently?
Which funds are the top buyers of LPLA?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| VANGUARD GROUP INC | 7,141,050 | 1,625,450,000 | 0.04% |
| BlackRock Inc. | 5,961,460 | 1,356,950,000 | 0.04% |
| JANUS HENDERSON GROUP PLC | 2,843,630 | 647,268,000 | 0.39% |
| FMR LLC | 2,799,190 | 637,152,000 | 0.05% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2,456,050 | 559,047,000 | 0.07% |
| Capital Research Global Investors | 2,208,190 | 502,632,000 | 0.12% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,193,820 | 499,358,000 | 1.25% |
| LONE PINE CAPITAL LLC | 1,840,110 | 418,847,000 | 3.62% |
| STATE STREET CORP | 1,767,740 | 402,372,000 | 0.02% |
| WCM INVESTMENT MANAGEMENT, LLC | 1,696,090 | 387,490,000 | 1.07% |
Which funds have put a big percent of portfolio in LPLA?
| Fund Name | $ Value | % Port. |
|---|---|---|
| FAMILY WEALTH PARTNERS, LLC | 16,050,400 | 12.39% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 162,751,000 | 9.35% |
| SurgoCap Partners LP | 131,250,000 | 9.16% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 114,329,000 | 6.81% |
| Azora Capital LP | 74,385,300 | 6.39% |
| Clarkston Capital Partners, LLC | 308,170,000 | 5.71% |
| SAMLYN CAPITAL, LLC | 271,942,000 | 5.41% |
| North Peak Capital Management, LLC | 51,364,000 | 5.40% |
| Heron Bay Capital Management | 21,455,800 | 4.97% |
| GCM Grosvenor Holdings, LLC | 26,928,400 | 4.76% |
Trend of No. of funds that hold LPLA
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| NORGES BANK | 200,497,000 |
| SurgoCap Partners LP | 131,250,000 |
| MAVERICK CAPITAL LTD | 110,418,000 |
| Squarepoint Ops LLC | 19,104,400 |
| FAMILY WEALTH PARTNERS, LLC | 16,050,400 |
| TWINBEECH CAPITAL LP | 14,147,500 |
| Aquatic Capital Management LLC | 10,106,000 |
| LMR Partners LLP | 9,963,380 |
Additions
Reductions
| Fund Name | % Reduced |
|---|---|
| Balyasny Asset Management L.P. | -98.96 |
| West Tower Group, LLC | -97.84 |
| BI Asset Management Fondsmaeglerselskab A/S | -96.06 |
| Tudor Investment Corp Et Al | -94.26 |
| PRUDENTIAL FINANCIAL INC | -93.29 |
| Penserra Capital Management LLC | -91.98 |
| Raleigh Capital Management Inc. | -89.58 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | -86.29 |
Sold off
| Fund Name | $ Sold |
|---|---|
| Holocene Advisors, LP | -103,636,000 |
| MARSHALL WACE, LLP | -37,103,600 |
| SOROS FUND MANAGEMENT LLC | -31,962,700 |
| Alyeska Investment Group, L.P. | -26,629,900 |
| Hudson Bay Capital Management LP | -23,765,000 |
| Avalon Investment & Advisory | -19,445,000 |
| Driehaus Capital Management LLC | -10,322,300 |
| Phase 2 Partners, LLC | -8,826,800 |