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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 %
Wolverine Trading
251
Wolverine Trading
Illinois
$275K +$275K +3,951 New
WAM
252
World Asset Management
Michigan
$274K +$31.5K +452 +13%
Royal Bank of Canada
253
Royal Bank of Canada
Ontario, Canada
$271K -$51.5K -740 -16%
SCP
254
Silverleafe Capital Partners
Tennessee
$268K +$268K +3,853 New
QT
255
Quantamental Technologies
New York
$265K -$68.2K -980 -20%
FHB
256
First Hawaiian Bank
Hawaii
$263K +$99.8K +1,431 +61%
Jane Street
257
Jane Street
New York
$260K +$260K +3,740 New
SL
258
Signition LP
New York
$258K +$258K +3,707 New
FIM
259
Freedom Investment Management
Connecticut
$251K -$177K -2,533 -41%
AWM
260
Avior Wealth Management
Nebraska
$250K +$19.4K +280 +8%
Acadian Asset Management
261
Acadian Asset Management
Massachusetts
$241K +$241K +3,464 New
CA
262
Cetera Advisors
Colorado
$236K -$12.2K -175 -5%
IAA
263
Independent Advisor Alliance
North Carolina
$226K +$226K +3,243 New
M&T Bank
264
M&T Bank
New York
$218K +$218K +3,132 New
CC
265
Cipher Capital
New York
$211K -$96.4K -1,385 -31%
ACI
266
AMP Capital Investors
Australia
$209K +$209K +3,008 New
CIM
267
Contravisory Investment Management
Massachusetts
$198K -$21.8K -314 -10%
Walleye Trading
268
Walleye Trading
New York
$175K -$238K -3,411 -58%
AG
269
Advisor Group
Arizona
$154K +$84K +1,198 +120%
MC
270
Machina Capital
France
$147K +$147K +2,110 New
AIG
271
American International Group
New York
$140K -$4.95K -71 -3%
JIM
272
Jupiter Investment Management
United Kingdom
$118K +$118K +1,707 New
SG Americas Securities
273
SG Americas Securities
New York
$105K +$105K +1,514 New
NIPH
274
NN Investment Partners Holdings
Netherlands
$90K +$90K +1,300 New
US Bancorp
275
US Bancorp
Minnesota
$79K +$63.9K +914 +423%
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