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LPL Financial
LPLA

Overview Fund Activity

193 hedge funds and large institutions have $3.3B invested in LPL Financial in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
4.81%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
49
Increased
66
Reduced
55
Closed
37
Calls
$11.2M
Puts
$12.5M
Net Calls
-$1.34M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
1
BlackRock
New York
$140M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$70.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$46.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$317M
5
JHIU
5
Janus Henderson Investors US
Colorado
$358M

Top Sellers

1
FP
1
FPR Partners
California
$179M
2
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$0
3
SP
3
Stockbridge Partners
Massachusetts
$0
4
LCM
4
Laurion Capital Management
New York
$21.9M
5
HCM
5
HMI Capital Management
California
$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIG
26
Partners Capital Investment Group
Massachusetts
$23.1M +$1.54M +38,780 +7%
DIG
27
Dragoneer Investment Group
California
$22.5M -$5.12M -128,500 -18%
LCM
28
Laurion Capital Management
New York
$21.9M -$50.1M -1,257,734 -70%
CCMH
29
Cornerstone Capital Management Holdings
New York
$21.9M -$243K -6,092 -1%
Charles Schwab
30
Charles Schwab
California
$21M +$1.76M +44,131 +9%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$19.8M +$12.7M +319,756 +182%
Two Sigma Investments
32
Two Sigma Investments
New York
$18.6M -$2.64M -66,351 -12%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$18.6M +$773K +19,407 +4%
TCGI
34
Three Corner Global Investors
New York
$18.4M +$10.3M +259,100 +127%
BBHC
35
Brown Brothers Harriman & Co
New York
$18.3M -$352K -8,843 -2%
Northern Trust
36
Northern Trust
Illinois
$15.9M +$545K +13,695 +4%
Citadel Advisors
37
Citadel Advisors
Florida
$15.6M -$2.75M -69,033 -15%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$15.5M +$15.5M +389,536 New
Prudential Financial
39
Prudential Financial
New Jersey
$15.3M +$15.3M +383,574 New
PPA
40
Parametric Portfolio Associates
Washington
$13.8M +$2.17M +54,581 +19%
Deutsche Bank
41
Deutsche Bank
Germany
$12.1M +$3.59M +90,191 +42%
PAM
42
Panagora Asset Management
Massachusetts
$11.9M +$10.8M +271,873 +1,002%
KCM
43
Kingdon Capital Management
New York
$11.8M +$11.8M +297,057 New
Bank of America
44
Bank of America
North Carolina
$11.6M +$854K +21,445 +8%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$11.1M +$7.23M +181,620 +187%
IP
46
Interval Partners
New York
$10.5M +$5.34M +134,003 +103%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$10M -$2.09M -52,407 -17%
TPCM
48
Three Peaks Capital Management
Colorado
$9.18M +$9.18M +230,488 New
FCM
49
Frontier Capital Management
Massachusetts
$9.13M -$151K -3,798 -2%
First Trust Advisors
50
First Trust Advisors
Illinois
$8.88M -$157K -3,949 -2%
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