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LPL Financial
LPLA

Overview Fund Activity

320 hedge funds and large institutions have $5.51B invested in LPL Financial in 2019 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+45
Holders Change %
+16.36%
% of All Funds
6.94%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
72
Increased
119
Reduced
105
Closed
24
Calls
$94.4M
Puts
$7.68M
Net Calls
+$86.7M
Net Calls Change
+$91.7M

Top Buyers

1
AL
AJO LP
Pennsylvania
$87.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$180M
3
Deutsche Bank
Deutsche Bank
Germany
$49.5M
4
APG Asset Management
APG Asset Management
Netherlands
$91.6M
5
EAM
Eagle Asset Management
Florida
$36M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.48M
2
FCIM
Fairview Capital Investment Management
California
$103M
3
SCA
Southpoint Capital Advisors
New York
$153M
4
FPA
First Pacific Advisors
California
$204M
5
ACL
Azora Capital LP
Florida
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
301
Jacobi Capital Management
Pennsylvania
$8K – – –
PCG
302
Private Capital Group
Connecticut
$7K -$76.2K -1,023 -92%
CI
303
CX Institutional
Indiana
$7K – – –
KPW
304
Kore Private Wealth
New York
$7K – – –
S
305
SignatureFD
Georgia
$6K -$500 -7 -8%
IA
306
IFP Advisors
Florida
$5K -$8.32K -148 -62%
VFA
307
Valeo Financial Advisors
Indiana
$3K +$1.5K +25 +100%
IWP
308
Icon Wealth Partners
Texas
$3K +$3K +37 New
PCP
309
Proficio Capital Partners
Massachusetts
$2K – – –
EFSCE
310
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
EARNEST Partners
311
EARNEST Partners
Georgia
$2K – – –
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +24 New
BCA
313
Berman Capital Advisors
Georgia
$2K +$2K +31 New
TNBTD
314
Trustmark National Bank Trust Department
Mississippi
$1K – – –
GWM
315
Geneos Wealth Management
Colorado
$1K – – –
FGAM
316
Financial Gravity Asset Management
Texas
$1K +$1K +9 New
MSA
317
Marino Stram & Associates
Massachusetts
$1K +$1K +16 New
GT
318
Glenmede Trust
Pennsylvania
$448 +$448 +6,435 New
Point72 Asset Management
319
Point72 Asset Management
Connecticut
– -$26.6M -436,198 Closed
HCM
320
HMI Capital Management
California
– -$20.8M -340,363 Closed
ZDA
321
Zweig-DiMenna Associates
New York
– -$13.2M -216,275 Closed
PCM
322
Prana Capital Management
Connecticut
– -$9.41M -154,018 Closed
Hudson Bay Capital Management
323
Hudson Bay Capital Management
Connecticut
– -$5.56M -91,067 Closed
MWNA
324
Marshall Wace North America
New York
– -$3.81M -62,374 Closed
SSA
325
Schonfeld Strategic Advisors
New York
– -$2.6M -42,500 Closed
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