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LPL Financial
LPLA

Overview Fund Activity

290 hedge funds and large institutions have $5.14B invested in LPL Financial in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+47
Holders Change %
+19.34%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
73
Increased
102
Reduced
91
Closed
22
Calls
$13.5M
Puts
$16.2M
Net Calls
-$2.74M
Net Calls Change
-$5.73M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
+$75.8M
2
TCP
Tourbillon Capital Partners
New York
+$61.1M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$43.3M
4
NMVA
New Mountain Vantage Advisers
New York
+$35.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$26.4M

Top Sellers

1
HCM
HMI Capital Management
California
-$85.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$63.8M
3
FCIM
Fairview Capital Investment Management
California
-$63.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$49.5M
5
ACH
ArrowMark Colorado Holdings
Colorado
-$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
226
Comerica Bank
Texas
$239K -$4.78K -79 -2%
LCOV
227
London Company of Virginia
Virginia
$235K – – –
AC
228
Ashler Capital
Illinois
$233K +$233K +3,821 New
WAM
229
World Asset Management
Michigan
$232K -$50.6K -828 -18%
QT
230
Quantbot Technologies
New York
$231K +$231K +3,790 New
FCM
231
FJ Capital Management
Virginia
$230K -$6.05K -100 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
232
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$220K -$67.2K -1,100 -23%
CA
233
Cetera Advisors
Colorado
$217K +$217K +3,547 New
OI
234
Oakbrook Investments
Illinois
$217K +$217K +3,560 New
B
235
Barings
North Carolina
$214K +$214K +3,500 New
Simplex Trading
236
Simplex Trading
Illinois
$213K +$213K +3,490 New
CIM
237
Contravisory Investment Management
Massachusetts
$201K – – –
Manulife (Manufacturers Life Insurance)
238
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$162K -$1.1K -18 -0.7%
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$145K +$11.4K +187 +9%
AWM
240
Avior Wealth Management
Nebraska
$135K +$135K +2,210 New
PCG
241
Private Capital Group
Connecticut
$133K +$124K +2,030 +1,390%
IIC
242
Integrated Investment Consultants
Michigan
$125K +$125K +2,050 New
AIG
243
American International Group
New York
$123K -$4.64K -76 -4%
Group One Trading
244
Group One Trading
Illinois
$99K +$99K +1,615 New
IWM
245
IHT Wealth Management
Illinois
$92K +$179 +3 +0.2%
SWP
246
Stratos Wealth Partners
Ohio
$81K +$51.7K +850 +177%
PCM
247
Penserra Capital Management
California
$81K +$54.5K +894 +206%
IA
248
IFP Advisors
Florida
$68K – – –
RCAG
249
Rehmann Capital Advisory Group
Michigan
$67K +$67K +1,097 New
AG
250
Advisor Group
Arizona
$64K +$6.95K +112 +12%
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