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LPL Financial
LPLA

Overview Fund Activity

137 hedge funds and large institutions have $2.85B invested in LPL Financial in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 24 closing their positions.

Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
3.66%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
17
Increased
48
Reduced
52
Closed
24
Calls
$11M
Puts
$2.82M
Net Calls
+$8.18M
Net Calls Change
+$9.55M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$227M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$185M
5
Capital Fund Management (CFM)
5
Capital Fund Management (CFM)
France
$5.5M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
ARTA
3
A.R.T. Advisors
New York
$0
4
BBHC
4
Brown Brothers Harriman & Co
New York
$87.2M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$1.82M 60,729 -5,632 -8%
CCM
52
Century Capital Management
Massachusetts
$1.78M 59,394 – –
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.73M 57,763 -23,135 -29%
GCP
54
GSA Capital Partners
United Kingdom
$1.68M 56,300 -11,278 -17%
State of Wisconsin Investment Board
55
State of Wisconsin Investment Board
Wisconsin
$1.63M 54,631 -1,300 -2%
Legal & General Group
56
Legal & General Group
United Kingdom
$1.58M 52,930 +16,464 +45%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$1.32M 43,950 -89,100 -67%
LPL Financial
58
LPL Financial
California
$1.32M 43,929 -1,420 -3%
BIM
59
BlackRock Investment Management
Delaware
$1.3M 43,405 +2,358 +6%
BA
60
BlackRock Advisors
Delaware
$1.28M 42,672 -4,740 -10%
Credit Agricole
61
Credit Agricole
France
$1.2M 40,038 +40,038 New
ZIM
62
Zacks Investment Management
Illinois
$1.15M 38,443 -62,716 -62%
AP
63
AHL Partners
United Kingdom
$1.04M 34,818 +34,818 New
Deutsche Bank
64
Deutsche Bank
Germany
$1.02M 34,095 -21,304 -38%
BlackRock
65
BlackRock
New York
$982K 32,840 +2,680 +9%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$947K 31,666 +4,639 +17%
WSTAM
67
Wilbanks Smith & Thomas Asset Management
Virginia
$819K 27,375 +1,200 +5%
EGM
68
Engineers Gate Manager
New York
$703K 23,488 -48,749 -67%
NIT
69
NumerixS Investment Technologies
British Columbia, Canada
$640K 21,400 -2,699 -11%
CIM
70
Cambria Investment Management
California
$588K 19,673 -1,673 -8%
BOTW
71
Bank of the West
California
$477K 15,950 – –
URS
72
Utah Retirement Systems
Utah
$469K 15,676 – –
B
73
Barings
North Carolina
$461K 15,400 -32,000 -68%
RJT
74
Raymond James Trust
Florida
$443K 14,822 -1,042 -7%
PAG
75
Private Advisor Group
New Jersey
$437K 14,590 -312 -2%
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3
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