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LPL Financial
LPLA

Overview Fund Activity

290 hedge funds and large institutions have $5.14B invested in LPL Financial in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+47
Holders Change %
+19.34%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
73
Increased
102
Reduced
91
Closed
22
Calls
$13.5M
Puts
$16.2M
Net Calls
-$2.74M
Net Calls Change
-$5.73M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
$106M
2
TCP
Tourbillon Capital Partners
New York
$61.1M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$43.3M
4
NMVA
New Mountain Vantage Advisers
New York
$35.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
HCM
HMI Capital Management
California
$29.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.38M
3
FCIM
Fairview Capital Investment Management
California
$148M
4
Citadel Advisors
Citadel Advisors
Florida
$1.3M
5
ACH
ArrowMark Colorado Holdings
Colorado
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$47M +$13.8M +225,800 +42%
Westfield Capital Management
27
Westfield Capital Management
Massachusetts
$43.3M +$43.3M +709,387 New
TCIM
28
TIAA CREF Investment Management
New York
$39.8M +$13.9M +228,279 +54%
ACL
29
Azora Capital LP
Florida
$38.5M +$8.91M +145,974 +30%
NMVA
30
New Mountain Vantage Advisers
New York
$35.7M +$35.7M +585,339 New
Wells Fargo
31
Wells Fargo
California
$35.6M +$701K +11,473 +2%
VNIM
32
Vaughan Nelson Investment Management
Texas
$35.4M -$1.42M -23,174 -4%
O
33
OppenheimerFunds
New York
$34M +$2.88M +47,148 +9%
Deutsche Bank
34
Deutsche Bank
Germany
$33.8M +$10.9M +178,720 +48%
Charles Schwab
35
Charles Schwab
California
$30.4M +$1.5M +24,501 +5%
HCM
36
HMI Capital Management
California
$29.4M -$85.4M -1,397,920 -74%
TCGI
37
Three Corner Global Investors
New York
$28.8M -$10.2M -166,800 -26%
WRF
38
Waddell & Reed Financial
Kansas
$28.6M +$4.98M +81,540 +21%
PPA
39
Parametric Portfolio Associates
Washington
$28M -$150K -2,461 -0.5%
Northern Trust
40
Northern Trust
Illinois
$25.8M +$1.33M +21,833 +5%
EVM
41
Eaton Vance Management
Massachusetts
$25.2M +$12.6M +206,073 +100%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$24.6M +$1.75M +28,600 +8%
Two Sigma Investments
43
Two Sigma Investments
New York
$24M +$7.77M +127,156 +48%
RJA
44
Raymond James & Associates
Florida
$23.9M -$8.22M -134,646 -26%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$21.6M -$9.67M -158,302 -31%
Millennium Management
46
Millennium Management
New York
$21.5M +$19.2M +313,822 +822%
MSL
47
Mackay Shields LLC
New York
$20.9M +$20.9M +342,996 New
Goldman Sachs
48
Goldman Sachs
New York
$20.8M +$2.81M +45,981 +16%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$20.6M -$267K -4,370 -1%
Bank of America
50
Bank of America
North Carolina
$20M +$138K +2,260 +0.7%
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