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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 %
B
326
Bridgeworth
Alabama
– -$15K -239 Closed
GFP
327
Gryphon Financial Partners
Ohio
– -$4K -57 Closed
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
– -$4K -55 Closed
FIA
329
FNY Investment Advisers
New York
– -$3K -49 Closed
10 11 12 13
14