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LPL Financial

275 hedge funds and large institutions have $4.83B invested in LPL Financial in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-17
Holders Change %
-5.82%
% of All Funds
6.14%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
31
Increased
85
Reduced
124
Closed
47
Calls
$2.82M
Puts
$7.78M
Net Calls
-$4.95M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Shares
Change %
QI
251
QS Investors
New York
$11K
Simplex Trading
252
Simplex Trading
Illinois
$8K -$131K -2,284 -94%
AW
253
Alpha Windward
Massachusetts
$8K -$16.2K -270 -67%
Robeco Institutional Asset Management
254
Robeco Institutional Asset Management
Netherlands
$8K -$8K -139 -50%
MIM
255
MetLife Investment Management
New Jersey
$7.15K -$183 -3 -3%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$7K -$2.58K -42 -27%
JCM
257
Jacobi Capital Management
Pennsylvania
$7K
CI
258
CX Institutional
Indiana
$6K
S
259
SignatureFD
Georgia
$6K +$1.58K +24 +36%
KPW
260
Kore Private Wealth
New York
$6K +$6K +94 New
Bessemer Group
261
Bessemer Group
New Jersey
$4K
FGC
262
Financial Gravity Companies
Texas
$3K +$3K +36 New
PCP
263
Proficio Capital Partners
Massachusetts
$2K -$914 -16 -31%
EFSCE
264
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
EARNEST Partners
265
EARNEST Partners
Georgia
$2K
VFA
266
Valeo Financial Advisors
Indiana
$2K
CC
267
Claybrook Capital
Massachusetts
$2K +$2K +33 New
WDL
268
Well Done LLC
Michigan
$2K +$2K +33 New
HNB
269
Huntington National Bank
Ohio
$2K +$1.95K +37 +3,700%
GWM
270
Geneos Wealth Management
Colorado
$1K
TNBTD
271
Trustmark National Bank Trust Department
Mississippi
$1K
Schroder Investment Management Group
272
Schroder Investment Management Group
United Kingdom
$813 -$100 -1,632 -11%
TCP
273
Tourbillon Capital Partners
New York
-$47.8M -740,890 Closed
CCM
274
Clearfield Capital Management
New York
-$22.3M -344,966 Closed
GLA
275
Great Lakes Advisors
Illinois
-$8.73M -135,271 Closed