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LPL Financial
LPLA

Overview Fund Activity

243 hedge funds and large institutions have $4.82B invested in LPL Financial in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 32 closing their positions.

Holders
243
Holders Change
+20
Holders Change %
+8.97%
% of All Funds
5.52%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.3%
New
55
Increased
74
Reduced
95
Closed
32
Calls
$8.44M
Puts
$5.45M
Net Calls
+$2.99M
Net Calls Change
+$8.86M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$71.9M
2
AL
2
AJO LP
Pennsylvania
$84.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$104M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$25M
5
WRF
5
Waddell & Reed Financial
Kansas
$22.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$99.5M
3
FCIM
3
Fairview Capital Investment Management
California
$197M
4
Prudential Financial
4
Prudential Financial
New Jersey
$922K
5
FPA
5
First Pacific Advisors
California
$241M
Name Market Value Shares Shares
Change 		Shares
Change %
VNIM
26
Vaughan Nelson Investment Management
Texas
$34.4M 602,425 -14,875 -2%
Wells Fargo
27
Wells Fargo
California
$32.6M 570,715 +228,431 +67%
Renaissance Technologies
28
Renaissance Technologies
New York
$31M 543,100 +373,300 +220%
JCM
29
Junto Capital Management
New York
$30.7M 537,348 -288,871 -35%
RJA
30
Raymond James & Associates
Florida
$30.1M 526,374 -28,769 -5%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$29.2M 511,572 -145,319 -22%
O
32
OppenheimerFunds
New York
$29.1M 510,096 +266,106 +109%
FCM
33
Frontier Capital Management
Massachusetts
$28.7M 502,352 +278,713 +125%
ACL
34
Azora Capital LP
Florida
$27.7M 484,417 +484,417 New
Charles Schwab
35
Charles Schwab
California
$27.1M 473,443 +32,871 +7%
PPA
36
Parametric Portfolio Associates
Washington
$26.4M 461,317 +90,827 +25%
MWNA
37
Marshall Wace North America
New York
$26.3M 460,993 +105,176 +30%
PAM
38
Panagora Asset Management
Massachusetts
$25.8M 452,182 -273,901 -38%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$25M 438,378 +396,533 +948%
TCIM
40
TIAA CREF Investment Management
New York
$24.2M 424,177 -255,471 -38%
Northern Trust
41
Northern Trust
Illinois
$22.8M 399,836 -8,239 -2%
AQR Capital Management
42
AQR Capital Management
Connecticut
$22.8M 398,876 +275,809 +224%
WRF
43
Waddell & Reed Financial
Kansas
$22.1M 387,350 +387,350 New
CCMH
44
Cornerstone Capital Management Holdings
New York
$22M 384,252 -36,629 -9%
Deutsche Bank
45
Deutsche Bank
Germany
$21.4M 375,427 +69,386 +23%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$21.4M 373,927 -230,000 -38%
ZDA
47
Zweig-DiMenna Associates
New York
$19.5M 341,252 -51,417 -13%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$19.5M 341,013 +50,570 +17%
Bank of America
49
Bank of America
North Carolina
$18.6M 325,674 +16,270 +5%
Goldman Sachs
50
Goldman Sachs
New York
$16.9M 295,241 -934,081 -76%
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