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LPL Financial
LPLA

Overview Fund Activity

321 hedge funds and large institutions have $6.38B invested in LPL Financial in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 32 closing their positions.

Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
39
Increased
109
Reduced
144
Closed
32
Calls
$61.4M
Puts
$12.8M
Net Calls
+$48.6M
Net Calls Change
-$38.1M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$96.8M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$70.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$265M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$68.1M
5
American Century Companies
5
American Century Companies
Missouri
$173M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$1.53M
2
FCM
2
Frontier Capital Management
Massachusetts
$136M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$85.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$782M
5
Millennium Management
5
Millennium Management
New York
$7.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Eagle Asset Management
Florida
$55.5M +$13.4M +164,006 +32%
WRF
27
Waddell & Reed Financial
Kansas
$54.2M -$147K -1,798 -0.3%
Westfield Capital Management
28
Westfield Capital Management
Massachusetts
$54.2M -$3.09M -37,916 -5%
Victory Capital Management
29
Victory Capital Management
Texas
$53M -$10.3M -125,749 -16%
ACL
30
Azora Capital LP
Florida
$52.5M +$17.5M +214,284 +50%
Charles Schwab
31
Charles Schwab
California
$50.2M +$2.33M +28,624 +5%
Prudential Financial
32
Prudential Financial
New Jersey
$49.6M +$7.1M +87,038 +17%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$47M +$6.03M +73,947 +15%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$43.8M +$10.1M +123,687 +30%
SFM
35
Soros Fund Management
New York
$43.8M -$2.88M -35,272 -6%
CTA
36
Carillon Tower Advisers
Florida
$42.1M +$11.7M +143,935 +39%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$41.6M -$661K -8,100 -2%
Bank of America
38
Bank of America
North Carolina
$39M -$563K -6,904 -1%
Northern Trust
39
Northern Trust
Illinois
$34.7M +$3.28M +40,226 +10%
Wells Fargo
40
Wells Fargo
California
$32.8M +$7.32M +89,714 +29%
AQR Capital Management
41
AQR Capital Management
Connecticut
$32.2M +$23.6M +289,546 +272%
Citadel Advisors
42
Citadel Advisors
Florida
$30.3M +$16.4M +200,690 +118%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$28.8M -$1.45M -17,820 -5%
Allianz Asset Management
44
Allianz Asset Management
Germany
$28.5M -$6.73M -82,523 -19%
ECM
45
Engle Capital Management
Connecticut
$26.8M +$73.4K +900 +0.3%
RJA
46
Raymond James & Associates
Florida
$25.5M -$807K -9,899 -3%
Principal Financial Group
47
Principal Financial Group
Iowa
$23.1M -$10.1M -124,194 -31%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$22.9M -$1.76M -21,600 -7%
Barclays
49
Barclays
United Kingdom
$22.8M +$13.4M +164,446 +143%
NMVA
50
New Mountain Vantage Advisers
New York
$22.8M -$4.9M -60,019 -18%
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