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LPL Financial
LPLA

Overview Fund Activity

294 hedge funds and large institutions have $5.51B invested in LPL Financial in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+4
Holders Change %
+1.38%
% of All Funds
6.74%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
40
Increased
110
Reduced
117
Closed
32
Calls
$26.7M
Puts
$14.9M
Net Calls
+$11.7M
Net Calls Change
+$14.5M

Top Buyers

1
SCA
Southpoint Capital Advisors
New York
$147M
2
Invesco
Invesco
Georgia
$193M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$36.2M
4
FCM
Frontier Capital Management
Massachusetts
$147M
5
VNIM
Vaughan Nelson Investment Management
Texas
$69.5M

Top Sellers

1
SA
SPO Advisory
California
$147M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
MWNA
Marshall Wace North America
New York
$6.48M
4
ACH
ArrowMark Colorado Holdings
Colorado
$112M
5
FPA
First Pacific Advisors
California
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
301
Ameriprise
Minnesota
– -$1.41M -23,144 Closed
KI
302
Koch Industries
Kansas
– -$1.32M -21,644 Closed
Citadel Advisors
303
Citadel Advisors
Florida
– -$1.3M -21,361 Closed
EMG
304
Ellington Management Group
Connecticut
– -$855K -14,000 Closed
ACI
305
AMP Capital Investors
Australia
– -$760K -12,755 Closed
PP
306
Paloma Partners
Connecticut
– -$332K -5,432 Closed
BL
307
BFSG LLC
California
– -$323K -5,288 Closed
VF
308
Virtu Financial
New York
– -$254K -4,156 Closed
AC
309
Ashler Capital
Illinois
– -$233K -3,821 Closed
FCM
310
FJ Capital Management
Virginia
– -$230K -3,800 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
311
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$220K -3,600 Closed
OI
312
Oakbrook Investments
Illinois
– -$217K -3,560 Closed
Simplex Trading
313
Simplex Trading
Illinois
– -$213K -3,490 Closed
IIC
314
Integrated Investment Consultants
Michigan
– -$125K -2,050 Closed
SWP
315
Stratos Wealth Partners
Ohio
– -$81K -1,331 Closed
FCAG
316
First Capital Advisors Group
New Jersey
– -$54K -879 Closed
ClearBridge Investments
317
ClearBridge Investments
New York
– -$47K -766 Closed
PHK
318
Point72 Hong Kong
Hong Kong
– -$34K -556 Closed
DZ Bank
319
DZ Bank
Germany
– -$23K -379 Closed
QAM
320
QCI Asset Management
New York
– -$21K -350 Closed
FQ
321
First Quadrant
California
– -$15K -248 Closed
APP
322
Avantax Planning Partners
Iowa
– -$9K -161 Closed
TRCT
323
Tower Research Capital (TRC)
New York
– -$1K -20 Closed
MCM
324
Manchester Capital Management
Vermont
– -$1K -13 Closed
9 10 11 12
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