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LPL Financial
LPLA

Overview Fund Activity

321 hedge funds and large institutions have $6.38B invested in LPL Financial in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
39
Increased
109
Reduced
144
Closed
32
Calls
$61.4M
Puts
$12.8M
Net Calls
+$48.6M
Net Calls Change
-$38.1M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$68.4M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$63.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$34.2M
5
American Century Companies
American Century Companies
Missouri
+$25M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$101M
2
FCM
Frontier Capital Management
Massachusetts
-$64.4M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$52.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$25.2M
5
Millennium Management
Millennium Management
New York
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
226
Navellier & Associates
Nevada
$547K -$10.1K -124 -2%
MLICM
227
Metropolitan Life Insurance Company (MetLife)
New York
$507K -$11.7K -143 -2%
RCM
228
Riverhead Capital Management
Delaware
$505K -$1.11M -13,602 -69%
LTFS
229
Ladenburg Thalmann Financial Services
Florida
$503K +$19K +234 +4%
PIA
230
Piedmont Investment Advisors
North Carolina
$501K -$2.12K -26 -0.4%
AW
231
Alpha Windward
Massachusetts
$493K +$482K +5,666 +4,260%
ACI
232
AMP Capital Investors
Australia
$490K +$249K +3,100 +103%
B
233
Barings
North Carolina
$489K -$326K -4,000 -40%
QI
234
Qtron Investments
Massachusetts
$487K +$81.1K +995 +20%
AR
235
Advisory Research
Illinois
$477K +$75.3K +924 +19%
WI
236
WBI Investments
New Jersey
$467K +$467K +5,718 New
SRAM
237
Stone Ridge Asset Management
New York
$461K -$1.22M -14,900 -72%
FHB
238
First Hawaiian Bank
Hawaii
$455K +$148K +1,811 +48%
TAM
239
Tyers Asset Management
Texas
$450K -$1M -12,320 -69%
Schroder Investment Management Group
240
Schroder Investment Management Group
United Kingdom
$447K -$610K -7,486 -58%
Massachusetts Financial Services
241
Massachusetts Financial Services
Massachusetts
$429K +$59.9K +734 +16%
AA
242
ALPS Advisors
Colorado
$426K -$22.5K -276 -5%
Zurich Cantonal Bank
243
Zurich Cantonal Bank
Switzerland
$417K -$193K -2,358 -32%
FIM
244
Freedom Investment Management
Connecticut
$414K +$120K +1,472 +41%
Macquarie Group
245
Macquarie Group
Australia
$392K +$392K +4,800 New
Royal Bank of Canada
246
Royal Bank of Canada
Ontario, Canada
$387K +$69.4K +851 +22%
NIT
247
NumerixS Investment Technologies
British Columbia, Canada
$386K -$223K -2,738 -37%
LCM
248
Logan Capital Management
Pennsylvania
$375K – – –
OI
249
Oakbrook Investments
Illinois
$367K – – –
BIM
250
Bogle Investment Management
Massachusetts
$367K +$367K +4,500 New
8 9
10
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