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LPL Financial
LPLA

Overview Fund Activity

193 hedge funds and large institutions have $3.3B invested in LPL Financial in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
4.81%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
49
Increased
66
Reduced
55
Closed
37
Calls
$11.2M
Puts
$12.5M
Net Calls
-$1.34M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
1
BlackRock
New York
$140M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$70.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$46.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$317M
5
JHIU
5
Janus Henderson Investors US
Colorado
$358M

Top Sellers

1
FP
1
FPR Partners
California
$179M
2
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$0
3
SP
3
Stockbridge Partners
Massachusetts
$0
4
LCM
4
Laurion Capital Management
New York
$21.9M
5
HCM
5
HMI Capital Management
California
$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
226
Bessemer Group
New Jersey
– -$2K -50 Closed
EARNEST Partners
227
EARNEST Partners
Georgia
– -$1K -29 Closed
6 7 8 9
10