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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 %
FMP
301
Financial Management Professionals
Texas
$13K +$13K +161 New
RIA
302
Realta Investment Advisors
Delaware
$11K +$11K +133 New
JCM
303
Jacobi Capital Management
Pennsylvania
$9K – – –
CI
304
CX Institutional
Indiana
$8K – – –
S
305
SignatureFD
Georgia
$7K – – –
PCP
306
Proficio Capital Partners
Massachusetts
$4K +$744 +8 +23%
EFSCE
307
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
VFA
308
Valeo Financial Advisors
Indiana
$2K -$2K -25 -50%
EARNEST Partners
309
EARNEST Partners
Georgia
$2K – – –
BCA
310
Berman Capital Advisors
Georgia
$2K – – –
BBHC
311
Brown Brothers Harriman & Co
New York
$1K -$320K -4,486 -100%
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$1K -12 -50%
GWM
313
Geneos Wealth Management
Colorado
$1K – – –
TNBTD
314
Trustmark National Bank Trust Department
Mississippi
$1K – – –
TWA
315
TCI Wealth Advisors
Arizona
$1K +$1K +7 New
GRP
316
Global Retirement Partners
California
$1K +$1K +7 New
FGAM
317
Financial Gravity Asset Management
Texas
$1K +$471 +8 +89%
GT
318
Glenmede Trust
Pennsylvania
$966 +$441 +5,415 +84%
II
319
Ibex Investors
Colorado
$232 +$232 +2,848 New
SC
320
Sovarnum Capital
New York
– -$7.48M -107,400 Closed
WCM
321
Wildcat Capital Management
New York
– -$7.08M -101,712 Closed
BNP Paribas Asset Management
322
BNP Paribas Asset Management
France
– -$3.52M -50,529 Closed
IP
323
Interval Partners
New York
– -$1.78M -25,588 Closed
HI
324
HBK Investments
Texas
– -$1.65M -23,750 Closed
QIM
325
Quantitative Investment Management
Virginia
– -$1.53M -21,900 Closed
11 12
13
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