LPLA icon

LPL Financial
LPLA

Overview Fund Activity

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

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$91.4M
2
SC
Samlyn Capital
New York
$163M
3
Citadel Advisors
Citadel Advisors
Florida
$39.4M
4
JCM
Junto Capital Management
New York
$31.2M
5
SCA
Southpoint Capital Advisors
New York
$174M

Top Sellers

1
NMVA
New Mountain Vantage Advisers
New York
$35.3M
2
TCP
Tourbillon Capital Partners
New York
$0
3
Deutsche Bank
Deutsche Bank
Germany
$2.69M
4
Invesco
Invesco
Georgia
$147M
5
Renaissance Technologies
Renaissance Technologies
New York
$989K
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Fund Management (CFM)
276
Capital Fund Management (CFM)
France
– -$8.26M -128,092 Closed
HCMT
277
Highland Capital Management (Texas)
Texas
– -$7.81M -121,000 Closed
Adage Capital Partners
278
Adage Capital Partners
Massachusetts
– -$6.45M -100,000 Closed
Bank of Nova Scotia
279
Bank of Nova Scotia
Ontario, Canada
– -$2.34M -36,304 Closed
Two Sigma Investments
280
Two Sigma Investments
New York
– -$2.2M -34,142 Closed
OAM
281
Oxford Asset Management
United Kingdom
– -$1.93M -29,844 Closed
DCM
282
Dupont Capital Management
Delaware
– -$1.62M -25,100 Closed
BIM
283
Bogle Investment Management
Massachusetts
– -$1.48M -22,955 Closed
SG Americas Securities
284
SG Americas Securities
New York
– -$1.06M -16,392 Closed
Wellington Management Group
285
Wellington Management Group
Massachusetts
– -$971K -15,060 Closed
VIA
286
Vident Investment Advisory
Georgia
– -$943K -14,622 Closed
BCM
287
Bayesian Capital Management
New York
– -$943K -14,619 Closed
QT
288
Quantbot Technologies
New York
– -$865K -13,416 Closed
RJFSA
289
Raymond James Financial Services Advisors
Florida
– -$762K -11,805 Closed
Teacher Retirement System of Texas
290
Teacher Retirement System of Texas
Texas
– -$677K -10,499 Closed
ECM
291
ETrade Capital Management
Virginia
– -$524K -8,120 Closed
UWM
292
USAdvisors Wealth Management
Minnesota
– -$497K -7,700 Closed
M&T Bank
293
M&T Bank
New York
– -$495K -7,665 Closed
SSWM
294
Sheets Smith Wealth Management
North Carolina
– -$488K -7,572 Closed
CANY
295
Caxton Associates (New York)
New York
– -$361K -5,603 Closed
RQS
296
Ramsey Quantitative Systems
Kentucky
– -$345K -5,349 Closed
Nisa Investment Advisors
297
Nisa Investment Advisors
Missouri
– -$323K -5,000 Closed
SO
298
STRS Ohio
Ohio
– -$313K -4,861 Closed
BCM
299
BlueCrest Capital Management
Jersey
– -$305K -4,722 Closed
Jane Street
300
Jane Street
New York
– -$287K -4,448 Closed
9 10 11
12
13