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LPL Financial
LPLA

Overview Fund Activity

292 hedge funds and large institutions have $5.24B invested in LPL Financial in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.69%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
39
Increased
104
Reduced
114
Closed
40
Calls
$7.01M
Puts
$5.06M
Net Calls
+$1.94M
Net Calls Change
-$9.79M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$47.9M
2
NMVA
New Mountain Vantage Advisers
New York
$98.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$127M
4
FCM
Frontier Capital Management
Massachusetts
$163M
5
SC
Samlyn Capital
New York
$135M

Top Sellers

1
SA
SPO Advisory
California
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$29.8M
3
AL
AJO LP
Pennsylvania
$30.4M
4
Two Sigma Investments
Two Sigma Investments
New York
$2.2M
5
Deutsche Bank
Deutsche Bank
Germany
$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
301
USA Financial Formulas
Michigan
– -$1.07M -17,522 Closed
BDS
302
Banco de Sabadell
Florida
– -$818K -12,431 Closed
MSE
303
MUFG Securities EMEA
United Kingdom
– -$754K -11,500 Closed
WSL
304
Western Standard LLC
California
– -$708K -10,800 Closed
LCG
305
Lisanti Capital Growth
New York
– -$678K -10,350 Closed
Wolverine Trading
306
Wolverine Trading
Illinois
– -$628K -10,277 Closed
SEC
307
Seven Eight Capital
New York
– -$649K -9,900 Closed
IR
308
Invictus RG
Bermuda
– -$582K -8,886 Closed
SCC
309
Spring Creek Capital
Kansas
– -$529K -8,072 Closed
HighTower Advisors
310
HighTower Advisors
Illinois
– -$454K -6,908 Closed
BS
311
Banco Santander
Spain
– -$438K -6,686 Closed
MCM
312
Matarin Capital Management
New York
– -$419K -6,397 Closed
QIM
313
Quantitative Investment Management
Virginia
– -$360K -5,500 Closed
GCA
314
Gideon Capital Advisors
New York
– -$356K -5,427 Closed
GIA
315
Gargoyle Investment Advisor
New Jersey
– -$325K -4,966 Closed
Assenagon Asset Management
316
Assenagon Asset Management
Luxembourg
– -$314K -4,796 Closed
DTL
317
Dynamic Technology Lab
Singapore
– -$263K -4,023 Closed
JT
318
Jump Trading
Illinois
– -$242K -3,691 Closed
JG
319
Jefferies Group
New York
– -$203K -3,093 Closed
Manulife (Manufacturers Life Insurance)
320
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$173K -2,642 Closed
Walleye Trading
321
Walleye Trading
New York
– -$113K -1,729 Closed
Twin Tree Management
322
Twin Tree Management
Texas
– -$87K -1,334 Closed
Envestnet Asset Management
323
Envestnet Asset Management
Illinois
– -$66K -1,005 Closed
ASN
324
Advisory Services Network
Georgia
– -$26K -374 Closed
Toronto Dominion Bank
325
Toronto Dominion Bank
Ontario, Canada
– -$16K -248 Closed
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13
14