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LPL Financial
LPLA

Overview Fund Activity

320 hedge funds and large institutions have $5.51B invested in LPL Financial in 2019 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+45
Holders Change %
+16.36%
% of All Funds
6.94%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
72
Increased
119
Reduced
105
Closed
24
Calls
$94.4M
Puts
$7.68M
Net Calls
+$86.7M
Net Calls Change
+$91.7M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$87.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$180M
3
Deutsche Bank
3
Deutsche Bank
Germany
$49.5M
4
APG Asset Management
4
APG Asset Management
Netherlands
$91.6M
5
EAM
5
Eagle Asset Management
Florida
$36M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$1.48M
2
FCIM
2
Fairview Capital Investment Management
California
$103M
3
SCA
3
Southpoint Capital Advisors
New York
$153M
4
FPA
4
First Pacific Advisors
California
$204M
5
ACL
5
Azora Capital LP
Florida
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
26
Junto Capital Management
New York
$42.1M +$6.55M +94,013 +18%
Charles Schwab
27
Charles Schwab
California
$40.9M +$3.88M +55,682 +10%
SFM
28
Soros Fund Management
New York
$39.8M – – –
Prudential Financial
29
Prudential Financial
New Jersey
$36.3M +$17.4M +249,864 +92%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$36.1M -$564K -8,100 -2%
EAM
31
Eagle Asset Management
Florida
$36M +$32.3M +464,048 +884%
O
32
OppenheimerFunds
New York
$35M +$3.24M +46,481 +10%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$35M -$2.51M -36,032 -7%
Bank of America
34
Bank of America
North Carolina
$33.8M +$4.63M +66,539 +16%
TCIM
35
TIAA CREF Investment Management
New York
$33.6M -$33M -474,204 -50%
Allianz Asset Management
36
Allianz Asset Management
Germany
$30.1M +$9.41M +135,056 +45%
ACL
37
Azora Capital LP
Florida
$29.9M -$35.1M -503,819 -54%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$29M +$29M +416,233 New
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$28.8M +$28.8M +413,210 New
Principal Financial Group
40
Principal Financial Group
Iowa
$28.4M +$14.1M +202,515 +99%
Northern Trust
41
Northern Trust
Illinois
$26.9M -$334K -4,796 -1%
CTA
42
Carillon Tower Advisers
Florida
$25.9M +$25.9M +371,675 New
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$25.8M +$4.99M +71,630 +24%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$24.2M -$1.14M -16,424 -5%
NMVA
45
New Mountain Vantage Advisers
New York
$23.6M -$16.7M -239,589 -41%
ECM
46
Engle Capital Management
Connecticut
$22.8M -$4.32M -62,000 -16%
Millennium Management
47
Millennium Management
New York
$22.7M -$481K -6,909 -2%
Goldman Sachs
48
Goldman Sachs
New York
$22.6M +$9.04M +129,853 +67%
RJA
49
Raymond James & Associates
Florida
$22.4M -$528K -7,578 -2%
Wells Fargo
50
Wells Fargo
California
$21.8M -$2.51M -36,090 -10%
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