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LPL Financial
LPLA

Overview Fund Activity

340 hedge funds and large institutions have $7.07B invested in LPL Financial in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+28
Holders Change %
+8.97%
% of All Funds
6.71%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.22%
New
63
Increased
105
Reduced
135
Closed
25
Calls
$70.7M
Puts
$4.61M
Net Calls
+$66.1M
Net Calls Change
-$41.8M

Top Buyers

1
SC
1
Samlyn Capital
New York
$318M
2
HCM
2
Highline Capital Management
New York
$47.6M
3
Invesco
3
Invesco
Georgia
$253M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$115M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$167M

Top Sellers

1
FPA
1
First Pacific Advisors
California
$175M
2
Prudential Financial
2
Prudential Financial
New Jersey
$11.4M
3
Nomura Holdings
3
Nomura Holdings
Japan
$919K
4
FCM
4
Frontier Capital Management
Massachusetts
$94.6M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$73.7M +$12.4M +134,674 +20%
EAM
27
Eagle Asset Management
Florida
$65M +$1.14M +12,355 +2%
ACH
28
ArrowMark Colorado Holdings
Colorado
$64.6M -$9.62M -104,330 -13%
WRF
29
Waddell & Reed Financial
Kansas
$61M -$275K -2,982 -0.4%
Deutsche Bank
30
Deutsche Bank
Germany
$56.7M -$2.97M -32,229 -5%
ECM
31
Engle Capital Management
Connecticut
$55.4M +$8.3M +90,000 +18%
VNIM
32
Vaughan Nelson Investment Management
Texas
$55.3M +$8.44M +91,447 +18%
Charles Schwab
33
Charles Schwab
California
$52.3M -$8.14M -88,285 -13%
CTA
34
Carillon Tower Advisers
Florida
$47.6M – – –
HCM
35
Highline Capital Management
New York
$47.6M +$47.6M +515,604 New
Bank of America
36
Bank of America
North Carolina
$45.1M +$3.65M +39,607 +9%
SFM
37
Soros Fund Management
New York
$44.1M -$3.06M -33,194 -6%
ACL
38
Azora Capital LP
Florida
$43.2M +$30.2M +327,579 +232%
AQR Capital Management
39
AQR Capital Management
Connecticut
$43M -$761K -8,252 -2%
AIM
40
Artemis Investment Management
United Kingdom
$38M +$9.33M +103,566 +33%
Northern Trust
41
Northern Trust
Illinois
$37M -$411K -4,453 -1%
AllianceBernstein
42
AllianceBernstein
Tennessee
$32.9M -$3.7M -40,078 -10%
Wells Fargo
43
Wells Fargo
California
$30.6M -$2.81M -30,495 -8%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$29.3M -$1.41M -15,258 -5%
Man Group
45
Man Group
United Kingdom
$27.3M +$18.6M +202,139 +216%
Goldman Sachs
46
Goldman Sachs
New York
$27.1M +$3.81M +41,322 +16%
RJA
47
Raymond James & Associates
Florida
$26.5M -$1.03M -11,114 -4%
First Trust Advisors
48
First Trust Advisors
Illinois
$25.8M +$598K +6,477 +2%
SSA
49
Schonfeld Strategic Advisors
New York
$25.3M -$9.53M -103,287 -27%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$24M -$25.4M -275,093 -51%
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