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LPL Financial
LPLA

Overview Fund Activity

223 hedge funds and large institutions have $4.26B invested in LPL Financial in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
5.57%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
54
Increased
90
Reduced
58
Closed
24
Calls
$9.38M
Puts
$15.3M
Net Calls
-$5.87M
Net Calls Change
+$8.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$66.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.4M
3
JCM
3
Junto Capital Management
New York
$42.6M
4
SC
4
Samlyn Capital
New York
$114M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$126M

Top Sellers

1
FP
1
FPR Partners
California
$0
2
Millennium Management
2
Millennium Management
New York
$16.8M
3
SA
3
SPO Advisory
California
$359M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$23.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$689K
Name Market Value Shares Shares
Change 		Shares
Change %
TCGI
26
Three Corner Global Investors
New York
$34.5M 669,893 +37,505 +6%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$33.9M 656,891 +275,138 +72%
VNIM
28
Vaughan Nelson Investment Management
Texas
$31.8M 617,300 +617,300 New
Two Sigma Advisers
29
Two Sigma Advisers
New York
$31.1M 603,927 +89,000 +17%
RJA
30
Raymond James & Associates
Florida
$28.6M 555,143 -15,363 -3%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$27M 523,323 +14,029 +3%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$23.5M 455,800 -735,271 -62%
Charles Schwab
33
Charles Schwab
California
$22.7M 440,572 +63,723 +17%
Prudential Financial
34
Prudential Financial
New Jersey
$22.7M 440,534 -870 -0.2%
CCMH
35
Cornerstone Capital Management Holdings
New York
$21.7M 420,881 -76,979 -15%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$21.4M 415,111 +74,317 +22%
Northern Trust
37
Northern Trust
Illinois
$21M 408,075 +19,563 +5%
ZDA
38
Zweig-DiMenna Associates
New York
$20.3M 392,669 +392,669 New
Two Sigma Investments
39
Two Sigma Investments
New York
$19.8M 384,751 +116,318 +43%
PPA
40
Parametric Portfolio Associates
Washington
$19.1M 370,490 +38,412 +12%
MWNA
41
Marshall Wace North America
New York
$18.5M 355,817 +355,817 New
Wells Fargo
42
Wells Fargo
California
$17.7M 342,284 +160,738 +89%
Millennium Management
43
Millennium Management
New York
$16.8M 325,404 -1,357,392 -81%
Bank of America
44
Bank of America
North Carolina
$16M 309,404 +12,169 +4%
Deutsche Bank
45
Deutsche Bank
Germany
$15.8M 306,041 +15,678 +5%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$15M 290,443 +61,186 +27%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$14M 271,160 +182,210 +205%
BIM
48
Bogle Investment Management
Massachusetts
$12.6M 244,430 -68,041 -22%
O
49
OppenheimerFunds
New York
$12.6M 243,990 +243,990 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$12.6M 243,648 +21,605 +10%
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