Ownership history in SAMLYN CAPITAL, LLC Β· 43 quarters on record
This page tracks every 13F SEC filing in which SAMLYN CAPITAL, LLC reported a position in LPL FINL HLDGS INC COM (LPLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SAMLYN CAPITAL, LLC outperformed the S&P 500 by +13.0% annually on this LPLA position. Timing score: 54% (22/41 decisions correct). Average cost basis: $88.20. Maximum drawdown during holding period: β44.3%.
π₯ Exceptional β beat the S&P 500 by 13.0% per year on this position.
41 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
22 of 41 add/trim decisions correct
Best entry: $36.61 (2017 Q1) Β· Worst: $356.83 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
19 adds Β· 24 trims. Bought during 8 of 12 down-price quarters. π Predominantly trimming β distribution phase.
π SAMLYN CAPITAL, LLC has been actively increasing its LPLA allocation β a bullish signal from insiders.
Currently 8.99% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size