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LPL Financial
LPLA

Overview Fund Activity

312 hedge funds and large institutions have $6.28B invested in LPL Financial in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 133 reducing their positions, and 49 closing their positions.

Holders
312
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
99
Reduced
133
Closed
49
Calls
$115M
Puts
$6.73M
Net Calls
+$108M
Net Calls Change
+$59.2M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$114M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$54.4M
3
Nomura Holdings
3
Nomura Holdings
Japan
$39.3M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$106M
5
SSA
5
Schonfeld Strategic Advisors
New York
$30.9M

Top Sellers

1
SC
1
Samlyn Capital
New York
$115M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$207M
3
SCA
3
Southpoint Capital Advisors
New York
$123M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$41.6M
5
American Century Companies
5
American Century Companies
Missouri
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$64.7M 790,305 +140,935 +22%
Prudential Financial
27
Prudential Financial
New Jersey
$61.7M 753,494 +144,906 +24%
EAM
28
Eagle Asset Management
Florida
$56.7M 692,722 +12,176 +2%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$54.4M 664,511 +657,439 +9,296%
WRF
30
Waddell & Reed Financial
Kansas
$54.4M 664,454 -92 -0%
Charles Schwab
31
Charles Schwab
California
$53.7M 655,695 +40,443 +7%
Deutsche Bank
32
Deutsche Bank
Germany
$53M 647,017 -41,482 -6%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$43.9M 535,497 -1,400 -0.3%
CTA
34
Carillon Tower Advisers
Florida
$42.2M 515,610 – –
SFM
35
Soros Fund Management
New York
$41.9M 511,416 -25,283 -5%
ECM
36
Engle Capital Management
Connecticut
$41.8M 510,000 +181,100 +55%
VNIM
37
Vaughan Nelson Investment Management
Texas
$41.6M 507,709 -545,302 -52%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$41.1M 501,800 -8,200 -2%
Nomura Holdings
39
Nomura Holdings
Japan
$39.3M 509,312 +491,298 +2,727%
AQR Capital Management
40
AQR Capital Management
Connecticut
$38.6M 474,589 +78,437 +20%
Bank of America
41
Bank of America
North Carolina
$36.8M 449,747 -28,802 -6%
Northern Trust
42
Northern Trust
Illinois
$33.2M 405,228 -20,770 -5%
AllianceBernstein
43
AllianceBernstein
Tennessee
$32.5M 396,826 +161,038 +68%
SSA
44
Schonfeld Strategic Advisors
New York
$30.9M 377,039 +374,250 +13,419%
Wells Fargo
45
Wells Fargo
California
$29.7M 362,091 -40,014 -10%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$27.2M 332,424 -20,685 -6%
Allianz Asset Management
47
Allianz Asset Management
Germany
$27M 329,115 -20,398 -6%
AIM
48
Artemis Investment Management
United Kingdom
$25.4M 318,489 +162,392 +104%
RJA
49
Raymond James & Associates
Florida
$24.5M 298,861 -13,506 -4%
First Trust Advisors
50
First Trust Advisors
Illinois
$22.4M 273,206 +73,262 +37%
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