LPLA icon

LPL Financial
LPLA

Overview Fund Activity

292 hedge funds and large institutions have $5.24B invested in LPL Financial in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 40 closing their positions.

Holders
292
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.69%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
39
Increased
104
Reduced
114
Closed
40
Calls
$7.01M
Puts
$5.06M
Net Calls
+$1.94M
Net Calls Change
-$9.79M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$47.9M
2
NMVA
2
New Mountain Vantage Advisers
New York
$98.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$127M
4
FCM
4
Frontier Capital Management
Massachusetts
$163M
5
SC
5
Samlyn Capital
New York
$135M

Top Sellers

1
SA
1
SPO Advisory
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$29.8M
3
AL
3
AJO LP
Pennsylvania
$30.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$47.9M +$47.9M +742,611 New
TCP
27
Tourbillon Capital Partners
New York
$47.8M -$8.92M -138,243 -16%
Deutsche Bank
28
Deutsche Bank
Germany
$46.3M -$19.3M -298,461 -29%
ACL
29
Azora Capital LP
Florida
$38.8M -$4.95M -76,787 -11%
SFM
30
Soros Fund Management
New York
$36.9M – – –
WRF
31
Waddell & Reed Financial
Kansas
$36.8M +$9.11M +141,280 +33%
Charles Schwab
32
Charles Schwab
California
$35.1M +$1.72M +26,636 +5%
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$35.1M -$503K -7,800 -1%
AL
34
AJO LP
Pennsylvania
$30.4M -$36.6M -567,778 -55%
Renaissance Technologies
35
Renaissance Technologies
New York
$29.8M -$48.8M -757,000 -62%
O
36
OppenheimerFunds
New York
$29.6M -$10.9M -168,640 -27%
Federated Hermes
37
Federated Hermes
Pennsylvania
$29.4M +$2.91M +45,084 +11%
HCM
38
HMI Capital Management
California
$28.3M -$2.75M -42,569 -9%
APG Asset Management
39
APG Asset Management
Netherlands
$28.1M +$13.8M +249,100 +97%
PPA
40
Parametric Portfolio Associates
Washington
$27.2M -$131K -2,029 -0.5%
Millennium Management
41
Millennium Management
New York
$26.4M +$7.36M +114,083 +39%
Northern Trust
42
Northern Trust
Illinois
$25.7M -$1.5M -23,215 -6%
Bank of America
43
Bank of America
North Carolina
$25.1M -$2.97M -46,001 -11%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$24.3M -$10.8M -166,700 -31%
ECM
45
Engle Capital Management
Connecticut
$24.1M +$11.5M +178,300 +92%
RJA
46
Raymond James & Associates
Florida
$22.4M -$148K -2,291 -0.7%
CCM
47
Clearfield Capital Management
New York
$22.3M -$2.96M -45,898 -12%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$21.7M +$95.2K +1,476 +0.4%
MSL
49
Mackay Shields LLC
New York
$21.5M +$628K +9,739 +3%
Nuveen Asset Management
50
Nuveen Asset Management
Illinois
$21M +$6M +93,065 +40%
1
2
3 4 5