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LPL Financial
LPLA

Overview Fund Activity

294 hedge funds and large institutions have $5.51B invested in LPL Financial in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+4
Holders Change %
+1.38%
% of All Funds
6.74%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
40
Increased
110
Reduced
117
Closed
32
Calls
$26.7M
Puts
$14.9M
Net Calls
+$11.7M
Net Calls Change
+$14.5M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$147M
2
Invesco
2
Invesco
Georgia
$193M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$36.2M
4
FCM
4
Frontier Capital Management
Massachusetts
$147M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$69.5M

Top Sellers

1
SA
1
SPO Advisory
California
$147M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
MWNA
3
Marshall Wace North America
New York
$6.48M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$112M
5
FPA
5
First Pacific Advisors
California
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$63.7M +$21M +320,153 +49%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$63M +$3.44M +52,423 +6%
TCP
28
Tourbillon Capital Partners
New York
$57.6M -$7.93M -120,947 -12%
NMVA
29
New Mountain Vantage Advisers
New York
$54.5M +$16.1M +245,619 +42%
Victory Capital Management
30
Victory Capital Management
Texas
$53.5M +$253K +3,853 +0.5%
ACL
31
Azora Capital LP
Florida
$44.5M +$3.16M +48,285 +8%
O
32
OppenheimerFunds
New York
$41.1M +$4.57M +69,770 +13%
SFM
33
Soros Fund Management
New York
$37.5M +$19.3M +295,171 +107%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$36.2M +$36.2M +552,200 New
Two Sigma Advisers
35
Two Sigma Advisers
New York
$35.6M +$9.25M +141,200 +35%
Charles Schwab
36
Charles Schwab
California
$34M +$1.32M +20,093 +4%
Goldman Sachs
37
Goldman Sachs
New York
$32M +$9.61M +146,603 +43%
Wells Fargo
38
Wells Fargo
California
$31.6M -$6.53M -99,610 -17%
HCM
39
HMI Capital Management
California
$31.6M – – –
Two Sigma Investments
40
Two Sigma Investments
New York
$28.5M +$2.79M +42,532 +11%
Bank of America
41
Bank of America
North Carolina
$28.5M +$7.01M +106,909 +33%
WRF
42
Waddell & Reed Financial
Kansas
$28.1M -$2.6M -39,730 -8%
PPA
43
Parametric Portfolio Associates
Washington
$27.8M -$2.31M -35,279 -8%
Northern Trust
44
Northern Trust
Illinois
$27.6M -$37.1K -566 -0.1%
Federated Hermes
45
Federated Hermes
Pennsylvania
$26.9M +$14.2M +216,682 +112%
CCM
46
Clearfield Capital Management
New York
$25.6M +$6.67M +101,796 +35%
RJA
47
Raymond James & Associates
Florida
$22.9M -$2.8M -42,790 -11%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$22M -$76.7K -1,170 -0.3%
MSL
49
Mackay Shields LLC
New York
$21.2M -$1.25M -19,080 -6%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$19.4M -$3.78M -57,729 -16%
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