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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 %
C
251
Cerebellum
California
$361K +$4.98K +61 +1%
GT
252
Greenleaf Trust
Michigan
$347K – – –
State of Tennessee, Department of Treasury
253
State of Tennessee, Department of Treasury
Tennessee
$344K – – –
SF
254
Synovus Financial
Georgia
$340K +$340K +4,137 New
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$340K +$340K +4,164 New
PHK
256
Point72 Hong Kong
Hong Kong
$333K +$286K +3,506 +611%
WAM
257
World Asset Management
Michigan
$312K -$9.4K -115 -3%
SO
258
STRS Ohio
Ohio
$309K -$29.3K -360 -9%
IAA
259
Independent Advisor Alliance
North Carolina
$304K +$39.7K +487 +15%
AWM
260
Avior Wealth Management
Nebraska
$294K – – –
BAM
261
Blueshift Asset Management
New Jersey
$285K -$275K -3,372 -49%
CM
262
Castleark Management
Illinois
$275K -$124K -1,520 -31%
SM
263
Sciencast Management
New Jersey
$274K -$570K -6,658 -68%
CA
264
Cetera Advisors
Colorado
$274K -$815 -10 -0.3%
FAAS
265
First Allied Advisory Services
California
$274K +$274K +3,355 New
VLC
266
Van Leeuwen & Company
New Jersey
$261K +$261K +3,201 New
SL
267
Signition LP
New York
$234K -$69K -844 -23%
SSA
268
Schonfeld Strategic Advisors
New York
$227K +$227K +2,789 New
CIM
269
Contravisory Investment Management
Massachusetts
$219K -$13.7K -168 -6%
FDCDDQ
270
Federation des caisses Desjardins du Quebec
Quebec, Canada
$215K -$107K -1,314 -33%
SS
271
Simplicity Solutions
Minnesota
$210K +$210K +2,578 New
CCIA
272
Campbell & Co Investment Adviser
Maryland
$207K +$207K +2,542 New
NL
273
NKCFO LLC
Illinois
$196K +$196K +2,400 New
AIG
274
American International Group
New York
$166K +$1.88K +23 +1%
PCG
275
Private Capital Group
Connecticut
$143K +$137K +2,082 +2,215%
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