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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 %
Acadian Asset Management
276
Acadian Asset Management
Massachusetts
$128K -$154K -1,893 -55%
QT
277
Quantamental Technologies
New York
$120K -$191K -2,336 -61%
Walleye Capital
278
Walleye Capital
New York
$116K +$38.4K +470 +49%
AG
279
Advisor Group
Arizona
$99K -$82.4K -998 -45%
US Bancorp
280
US Bancorp
Minnesota
$94K +$2.35K +29 +3%
Robeco Institutional Asset Management
281
Robeco Institutional Asset Management
Netherlands
$80K +$68.7K +848 +610%
ASN
282
Advisory Services Network
Georgia
$79K +$29.5K +360 +60%
RCAG
283
Rehmann Capital Advisory Group
Michigan
$78.6K -$653 -8 -0.8%
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
PCM
285
Prelude Capital Management
New York
$66K +$55.5K +681 +528%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$57K +$56.9K +700 +70,000%
Twin Tree Management
287
Twin Tree Management
Texas
$56K +$56K +685 New
GSWM
288
Golden State Wealth Management
California
$49K +$6.72K +83 +16%
SLF
289
Sun Life Financial
Ontario, Canada
$48K – – –
SSB
290
Sandy Spring Bank
Maryland
$39K – – –
CFGS
291
Concourse Financial Group Securities
Alabama
$35K -$4.85K -60 -12%
DekaBank Deutsche Girozentrale
292
DekaBank Deutsche Girozentrale
Germany
$34K +$34K +430 New
MC
293
Machina Capital
France
$33K -$138K -1,703 -81%
AssetMark Inc
294
AssetMark Inc
California
$30K -$2.27K -28 -7%
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$18K +$249 +3 +1%
FHA
296
Flagship Harbor Advisors
Massachusetts
$17K -$4.64K -60 -21%
Toronto Dominion Bank
297
Toronto Dominion Bank
Ontario, Canada
$16K +$16K +496 New
TFGT
298
TS Financial Group (TSFG)
Illinois
$15K – – –
CIA
299
CSat Investment Advisory
Michigan
$15K +$15K +190 New
QI
300
QS Investors
New York
$14K – – –
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