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LPL Financial
LPLA

Overview Fund Activity

320 hedge funds and large institutions have $5.51B invested in LPL Financial in 2019 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+45
Holders Change %
+16.36%
% of All Funds
6.94%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
72
Increased
119
Reduced
105
Closed
24
Calls
$94.4M
Puts
$7.68M
Net Calls
+$86.7M
Net Calls Change
+$91.7M

Top Buyers

1
AL
AJO LP
Pennsylvania
$87.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$180M
3
Deutsche Bank
Deutsche Bank
Germany
$49.5M
4
APG Asset Management
APG Asset Management
Netherlands
$91.6M
5
EAM
Eagle Asset Management
Florida
$36M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.48M
2
FCIM
Fairview Capital Investment Management
California
$103M
3
SCA
Southpoint Capital Advisors
New York
$153M
4
FPA
First Pacific Advisors
California
$204M
5
ACL
Azora Capital LP
Florida
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
226
Navellier & Associates
Nevada
$476K -$11.6K -167 -2%
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$465K +$465K +6,698 New
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$445K -$218K -3,136 -33%
MLICM
229
Metropolitan Life Insurance Company (MetLife)
New York
$443K -$17.9K -257 -4%
PIA
230
Piedmont Investment Advisors
North Carolina
$429K -$5.71K -82 -1%
LTFS
231
Ladenburg Thalmann Financial Services
Florida
$415K +$67.4K +966 +19%
AIMCA
232
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$404K +$404K +5,800 New
BCM
233
BlueCrest Capital Management
Jersey
$396K +$396K +5,688 New
AA
234
ALPS Advisors
Colorado
$383K +$383K +5,493 New
CWM
235
Cornerstone Wealth Management
Missouri
$377K +$71.6K +2,101 +23%
Verition Fund Management
236
Verition Fund Management
Connecticut
$363K -$173K -2,485 -32%
QI
237
Qtron Investments
Massachusetts
$347K +$1.95K +28 +0.6%
AR
238
Advisory Research
Illinois
$343K +$343K +4,929 New
CM
239
Castleark Management
Illinois
$341K -$4.93M -70,665 -94%
LCM
240
Logan Capital Management
Pennsylvania
$320K – – –
Massachusetts Financial Services
241
Massachusetts Financial Services
Massachusetts
$315K +$11.6K +166 +4%
BBHC
242
Brown Brothers Harriman & Co
New York
$313K -$34.8K -500 -10%
OI
243
Oakbrook Investments
Illinois
$313K -$17.4K -250 -5%
C
244
Cerebellum
California
$304K +$304K +4,359 New
GT
245
Greenleaf Trust
Michigan
$297K +$297K +4,258 New
State of Tennessee, Department of Treasury
246
State of Tennessee, Department of Treasury
Tennessee
$293K +$293K +4,212 New
HF
247
HRT Financial
New York
$291K +$291K +4,180 New
GAM
248
Gotham Asset Management
New York
$290K +$290K +4,158 New
SO
249
STRS Ohio
Ohio
$289K +$289K +4,154 New
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$275K -$52.9K -760 -16%
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10
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