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LPL Financial
LPLA

Overview Fund Activity

188 hedge funds and large institutions have $2.96B invested in LPL Financial in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 11 closing their positions.

Holders
188
Holders Change
+51
Holders Change %
+37.23%
% of All Funds
4.71%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
64
Increased
54
Reduced
52
Closed
11
Calls
$3.77M
Puts
$13.2M
Net Calls
-$9.43M
Net Calls Change
-$17.6M

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$63.7M
2
Millennium Management
2
Millennium Management
New York
$38.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$240M
4
Victory Capital Management
4
Victory Capital Management
Texas
$32.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$18.8M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$108M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$33.4M
3
FP
3
FPR Partners
California
$281M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$16.5M
5
Invesco
5
Invesco
Georgia
$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMH
26
Cornerstone Capital Management Holdings
New York
$19.6M +$7.1M +201,797 +57%
PCIG
27
Partners Capital Investment Group
Massachusetts
$19.1M +$6.48M +184,163 +51%
Two Sigma Investments
28
Two Sigma Investments
New York
$18.8M +$18.8M +534,189 New
Charles Schwab
29
Charles Schwab
California
$17.1M +$2.27M +64,370 +15%
BBHC
30
Brown Brothers Harriman & Co
New York
$16.5M -$86.1M -2,445,100 -84%
Citadel Advisors
31
Citadel Advisors
Florida
$16.2M +$15.8M +449,754 +4,375%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$15.7M +$2.25M +63,954 +17%
TCIM
33
TIAA CREF Investment Management
New York
$15.3M +$2.63M +74,639 +21%
Northern Trust
34
Northern Trust
Illinois
$13.6M +$422K +11,992 +3%
Marshall Wace
35
Marshall Wace
United Kingdom
$11M +$11M +311,694 New
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$10.9M +$10.6M +301,846 +4,210%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$10.7M +$10.7M +304,242 New
PPA
38
Parametric Portfolio Associates
Washington
$10.3M +$1.92M +54,642 +23%
Bank of America
39
Bank of America
North Carolina
$9.47M -$304K -8,643 -3%
Wells Fargo
40
Wells Fargo
California
$9M -$508K -14,433 -5%
FCM
41
Frontier Capital Management
Massachusetts
$8.2M -$79.5K -2,257 -1%
First Trust Advisors
42
First Trust Advisors
Illinois
$7.99M -$4.33M -123,020 -35%
Deutsche Bank
43
Deutsche Bank
Germany
$7.52M +$6.32M +179,597 +527%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$7.28M -$73.9K -2,100 -1%
WCM
45
Wildcat Capital Management
New York
$7.28M – – –
TCGI
46
Three Corner Global Investors
New York
$7.16M +$7.16M +203,300 New
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$6.55M – – –
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$6.45M -$165K -4,700 -3%
Principal Financial Group
49
Principal Financial Group
Iowa
$6.32M +$6.32M +179,617 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$6.2M +$4.66M +132,221 +301%
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