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LPL Financial
LPLA

Overview Fund Activity

275 hedge funds and large institutions have $4.83B invested in LPL Financial in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 124 reducing their positions, and 47 closing their positions.

Holders
275
Holders Change
-17
Holders Change %
-5.82%
% of All Funds
6.14%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
31
Increased
85
Reduced
124
Closed
47
Calls
$2.82M
Puts
$7.78M
Net Calls
-$4.95M
Net Calls Change
-$6.9M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$91.4M
2
SC
2
Samlyn Capital
New York
$163M
3
Citadel Advisors
3
Citadel Advisors
Florida
$39.4M
4
JCM
4
Junto Capital Management
New York
$31.2M
5
SCA
5
Southpoint Capital Advisors
New York
$174M

Top Sellers

1
NMVA
1
New Mountain Vantage Advisers
New York
$35.3M
2
TCP
2
Tourbillon Capital Partners
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$2.69M
4
Invesco
4
Invesco
Georgia
$147M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$989K
Name Holding Trade Value Shares
Change 		Shares
Change %
WRF
26
Waddell & Reed Financial
Kansas
$40.7M +$5.84M +95,614 +17%
Citadel Advisors
27
Citadel Advisors
Florida
$39.4M +$32.6M +533,220 +475%
NMVA
28
New Mountain Vantage Advisers
New York
$35.3M -$58.2M -953,034 -62%
SFM
29
Soros Fund Management
New York
$34.9M – – –
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$32.9M -$20M -327,080 -38%
Charles Schwab
31
Charles Schwab
California
$32.4M -$838K -13,727 -3%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$32.1M -$1.11M -18,200 -3%
JCM
33
Junto Capital Management
New York
$31.2M +$31.2M +510,240 New
O
34
OppenheimerFunds
New York
$27.9M -$126K -2,064 -0.5%
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$26.6M -$20.8M -340,729 -44%
Bank of America
36
Bank of America
North Carolina
$25.6M +$1.84M +30,072 +8%
Northern Trust
37
Northern Trust
Illinois
$23.9M -$447K -7,320 -2%
ECM
38
Engle Capital Management
Connecticut
$23.8M +$1.04M +17,000 +5%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$22.2M +$2.36M +38,672 +12%
PPA
40
Parametric Portfolio Associates
Washington
$22.2M -$3.59M -58,843 -14%
Wells Fargo
41
Wells Fargo
California
$21.3M +$5.74M +94,027 +37%
HCM
42
HMI Capital Management
California
$20.8M -$6.05M -99,089 -23%
Millennium Management
43
Millennium Management
New York
$20.4M -$4.61M -75,499 -18%
RJA
44
Raymond James & Associates
Florida
$20.1M -$1.03M -16,803 -5%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$19M -$3.99M -65,400 -17%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$18.3M -$2.3M -37,650 -11%
Allianz Asset Management
47
Allianz Asset Management
Germany
$18.1M +$1.19M +19,440 +7%
AllianceBernstein
48
AllianceBernstein
Tennessee
$17.1M +$232K +3,800 +1%
Prudential Financial
49
Prudential Financial
New Jersey
$16.6M +$15.5M +254,252 +1,458%
TA
50
Teachers Advisors
New York
$16.2M +$408K +6,685 +3%
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