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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 %
ECM
326
Element Capital Management
New York
– -$1.04M -14,869 Closed
KC
327
Kepos Capital
New York
– -$969K -13,909 Closed
NICM
328
Neo Ivy Capital Management
New York
– -$803K -11,535 Closed
Tudor Investment Corp
329
Tudor Investment Corp
Connecticut
– -$762K -10,939 Closed
CWG
330
Cornerstone Wealth Group
North Carolina
– -$708K -10,160 Closed
JIR
331
James Investment Research
Ohio
– -$650K -9,335 Closed
TI
332
Trexquant Investment
Connecticut
– -$490K -7,038 Closed
B
333
Bailard
California
– -$486K -6,975 Closed
EMG
334
Ellington Management Group
Connecticut
– -$481K -6,900 Closed
AIMCA
335
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$404K -5,800 Closed
BCM
336
BlueCrest Capital Management
Jersey
– -$396K -5,688 Closed
HF
337
HRT Financial
New York
– -$291K -4,180 Closed
Wolverine Trading
338
Wolverine Trading
Illinois
– -$275K -3,951 Closed
SCP
339
Silverleafe Capital Partners
Tennessee
– -$268K -3,853 Closed
M&T Bank
340
M&T Bank
New York
– -$218K -3,132 Closed
Walleye Trading
341
Walleye Trading
New York
– -$175K -2,509 Closed
JIM
342
Jupiter Investment Management
United Kingdom
– -$118K -1,707 Closed
AP
343
Advisors Preferred
Maryland
– -$26K -370 Closed
RFC
344
Regions Financial Corp
Alabama
– -$22K -311 Closed
Group One Trading
345
Group One Trading
Illinois
– -$21K -301 Closed
WAM
346
Wealthspire Advisors (Maryland)
Maryland
– -$20K -287 Closed
Simplex Trading
347
Simplex Trading
Illinois
– -$14K -202 Closed
MIM
348
MetLife Investment Management
New Jersey
– -$8.01K -115 Closed
KPW
349
Kore Private Wealth
New York
– -$7K -94 Closed
IWP
350
Icon Wealth Partners
Texas
– -$3K -37 Closed
11 12 13
14
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