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LPL Financial
LPLA

Overview Fund Activity

197 hedge funds and large institutions have $3.48B invested in LPL Financial in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 28 closing their positions.

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.92%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
33
Increased
80
Reduced
66
Closed
28
Calls
$2.94M
Puts
$17.1M
Net Calls
-$14.2M
Net Calls Change
-$12.9M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$399M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$373M
3
SC
3
Samlyn Capital
New York
$62.9M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$12.4M
5
BIM
5
Bogle Investment Management
Massachusetts
$13.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.2M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$149K
3
DIG
3
Dragoneer Investment Group
California
$0
4
LCM
4
Laurion Capital Management
New York
$0
5
SA
5
SPO Advisory
California
$348M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$21.9M +$807K +19,000 +4%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$21.6M +$1.82M +42,952 +9%
CCMH
28
Cornerstone Capital Management Holdings
New York
$21.1M -$2.22M -52,398 -10%
Prudential Financial
29
Prudential Financial
New Jersey
$18.7M +$2.46M +57,830 +15%
Northern Trust
30
Northern Trust
Illinois
$16.5M -$438K -10,317 -3%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$16.2M +$4.37M +102,817 +37%
Charles Schwab
32
Charles Schwab
California
$16M -$6.44M -151,584 -29%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$14.5M +$3.78M +88,959 +35%
PPA
34
Parametric Portfolio Associates
Washington
$14.1M -$599K -14,107 -4%
PAM
35
Panagora Asset Management
Massachusetts
$13.6M +$924K +21,757 +7%
BIM
36
Bogle Investment Management
Massachusetts
$13.3M +$11.9M +279,917 +860%
Goldman Sachs
37
Goldman Sachs
New York
$13.2M -$27.1M -637,410 -67%
Bank of America
38
Bank of America
North Carolina
$12.6M +$287K +6,752 +2%
PFMOSF
39
Philadelphia Financial Management of San Francisco
California
$12.4M +$12.4M +292,709 New
Deutsche Bank
40
Deutsche Bank
Germany
$12.3M -$574K -13,520 -4%
Two Sigma Investments
41
Two Sigma Investments
New York
$11.4M -$8.47M -199,405 -43%
First Trust Advisors
42
First Trust Advisors
Illinois
$11.1M +$1.65M +38,883 +17%
IP
43
Interval Partners
New York
$10.3M -$867K -20,417 -8%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$9.73M +$9.46M +222,837 +3,471%
FCM
45
Frontier Capital Management
Massachusetts
$9.64M -$89.6K -2,111 -0.9%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$9.43M +$1.53M +36,142 +19%
TA
47
Teachers Advisors
New York
$8.96M +$470K +11,069 +6%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$8.86M -$119K -2,800 -1%
WCM
49
Wildcat Capital Management
New York
$8.8M +$74.1K +1,754 +0.8%
Citadel Advisors
50
Citadel Advisors
Florida
$7.82M -$8.78M -206,898 -53%
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