LPLA icon

LPL Financial
LPLA

Overview Fund Activity

193 hedge funds and large institutions have $3.3B invested in LPL Financial in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 37 closing their positions.

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
4.81%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
49
Increased
66
Reduced
55
Closed
37
Calls
$11.2M
Puts
$12.5M
Net Calls
-$1.34M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
1
BlackRock
New York
$140M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$70.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$46.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$317M
5
JHIU
5
Janus Henderson Investors US
Colorado
$358M

Top Sellers

1
FP
1
FPR Partners
California
$179M
2
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$0
3
SP
3
Stockbridge Partners
Massachusetts
$0
4
LCM
4
Laurion Capital Management
New York
$21.9M
5
HCM
5
HMI Capital Management
California
$74.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$8.57M 215,187 -40,489 -16%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$8.42M 211,500 +4,700 +2%
WCM
53
Wildcat Capital Management
New York
$8.23M 206,647 – –
TA
54
Teachers Advisors
New York
$7.96M 199,905 +68,555 +52%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$7.4M 185,901 +1 +0%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$6.98M 175,182 -7,900 -4%
Swiss National Bank
57
Swiss National Bank
Switzerland
$4.96M 124,500 – –
PP
58
PDT Partners
New York
$4.66M 117,100 +36,566 +45%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$4M 100,537 +148 +0.1%
EVM
60
Eaton Vance Management
Massachusetts
$3.96M 99,471 – –
Skandinaviska Enskilda Banken (SEB)
61
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.74M 94,000 – –
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$3.46M 86,744 +7,936 +10%
AP
63
AHL Partners
United Kingdom
$3.32M 83,243 +52,545 +171%
OAM
64
Oxford Asset Management
United Kingdom
$3.31M 83,026 +83,026 New
EGM
65
Engineers Gate Manager
New York
$3.17M 79,452 +1,316 +2%
Morgan Stanley
66
Morgan Stanley
New York
$2.94M 73,926 -58,604 -44%
Legal & General Group
67
Legal & General Group
United Kingdom
$2.89M 72,661 +19,923 +38%
CS
68
Credit Suisse
Switzerland
$2.88M 72,197 +1,656 +2%
MC
69
Maverick Capital
Texas
$2.85M 71,650 +71,650 New
AL
70
AJO LP
Pennsylvania
$2.81M 70,570 +70,570 New
PCM
71
Piermont Capital Management
Missouri
$2.8M 70,240 +70,240 New
B
72
Barings
North Carolina
$2.76M 69,200 +34,600 +100%
SEI Investments
73
SEI Investments
Pennsylvania
$2.63M 65,993 +5,689 +9%
PI
74
PineBridge Investments
New York
$2.53M 63,547 -7,906 -11%
UBS AM
75
UBS AM
Illinois
$2.49M 62,614 +11,776 +23%
1 2
3
4 5