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LPL Financial
LPLA

Overview Fund Activity

243 hedge funds and large institutions have $4.82B invested in LPL Financial in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+20
Holders Change %
+8.97%
% of All Funds
5.52%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.3%
New
55
Increased
74
Reduced
95
Closed
32
Calls
$8.44M
Puts
$5.45M
Net Calls
+$2.99M
Net Calls Change
+$8.86M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$71.9M
2
AL
2
AJO LP
Pennsylvania
$84.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$104M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$25M
5
WRF
5
Waddell & Reed Financial
Kansas
$22.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$99.5M
3
FCIM
3
Fairview Capital Investment Management
California
$197M
4
Prudential Financial
4
Prudential Financial
New Jersey
$922K
5
FPA
5
First Pacific Advisors
California
$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
251
James Investment Research
Ohio
– -$2.25M -43,595 Closed
WI
252
WBI Investments
New Jersey
– -$2.06M -39,851 Closed
QT
253
Quantbot Technologies
New York
– -$1.33M -25,870 Closed
N
254
Natixis
France
– -$1.19M -23,007 Closed
B
255
Barings
North Carolina
– -$897K -17,400 Closed
VFPI
256
Vantage Financial Partners (Illinois)
Illinois
– -$364K -16,700 Closed
Pacer Advisors
257
Pacer Advisors
Pennsylvania
– -$774K -15,014 Closed
Jane Street
258
Jane Street
New York
– -$598K -11,588 Closed
HCM
259
Highbridge Capital Management
New York
– -$502K -9,728 Closed
Robeco Institutional Asset Management
260
Robeco Institutional Asset Management
Netherlands
– -$495K -9,601 Closed
HIM
261
Hillsdale Investment Management
Ontario, Canada
– -$452K -8,760 Closed
Verition Fund Management
262
Verition Fund Management
Connecticut
– -$436K -8,463 Closed
New York State Teachers Retirement System (NYSTRS)
263
New York State Teachers Retirement System (NYSTRS)
New York
– -$402K -7,800 Closed
QC
264
Quadrature Capital
United Kingdom
– -$400K -7,761 Closed
GCA
265
Gideon Capital Advisors
New York
– -$352K -6,825 Closed
DTL
266
Dynamic Technology Lab
Singapore
– -$341K -6,609 Closed
IR
267
Invictus RG
Bermuda
– -$324K -6,290 Closed
SSA
268
Schonfeld Strategic Advisors
New York
– -$211K -4,084 Closed
BCM
269
BlueCrest Capital Management
Jersey
– -$205K -3,982 Closed
PCM
270
Prelude Capital Management
New York
– -$31K -610 Closed
PHK
271
Point72 Hong Kong
Hong Kong
– -$13K -257 Closed
TRCT
272
Tower Research Capital (TRC)
New York
– -$12K -238 Closed
Group One Trading
273
Group One Trading
Illinois
– -$10K -199 Closed
7 8 9 10
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