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LPL Financial
LPLA

Overview Fund Activity

223 hedge funds and large institutions have $4.26B invested in LPL Financial in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
5.57%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
54
Increased
90
Reduced
58
Closed
24
Calls
$9.38M
Puts
$15.3M
Net Calls
-$5.87M
Net Calls Change
+$8.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$66.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.4M
3
JCM
3
Junto Capital Management
New York
$42.6M
4
SC
4
Samlyn Capital
New York
$114M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$126M

Top Sellers

1
FP
1
FPR Partners
California
$0
2
Millennium Management
2
Millennium Management
New York
$16.8M
3
SA
3
SPO Advisory
California
$359M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$23.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$689K
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
226
Dupont Capital Management
Delaware
– -$1.3M -30,556 Closed
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
– -$1.28M -30,228 Closed
PP
228
Paloma Partners
Connecticut
– -$1.14M -26,784 Closed
CM
229
Crestline Management
Texas
– -$1.08M -25,319 Closed
BCM
230
Bayesian Capital Management
New York
– -$478K -11,261 Closed
Nuveen Asset Management
231
Nuveen Asset Management
Illinois
– -$461K -10,848 Closed
CCM
232
Cadence Capital Management
Massachusetts
– -$408K -9,612 Closed
SG Americas Securities
233
SG Americas Securities
New York
– -$337K -7,943 Closed
Wellington Management Group
234
Wellington Management Group
Massachusetts
– -$306K -7,215 Closed
TI
235
Trexquant Investment
Connecticut
– -$255K -6,000 Closed
TSS
236
Two Sigma Securities
New York
– -$217K -5,121 Closed
PCIG
237
Partners Capital Investment Group
Massachusetts
– -$149K -3,499 Closed
MCM
238
McKinley Capital Management
Alaska
– -$104K -2,460 Closed
AIG
239
American International Group
New York
– -$91K -2,140 Closed
NA
240
NewEdge Advisors
Louisiana
– -$19.5K -457 Closed
BWA
241
BDO Wealth Advisors
Florida
– -$10K -234 Closed
TG
242
TLP Group
Illinois
– -$7K -154 Closed
DADC
243
D.A. Davidson & Co
Montana
– -$5K -140 Closed
OIA
244
OneDigital Investment Advisors
Kansas
– -$6K -130 Closed
LWCFA
245
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$6K -125 Closed
6 7 8 9
10