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LPL Financial
LPLA

Overview Fund Activity

197 hedge funds and large institutions have $3.48B invested in LPL Financial in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 28 closing their positions.

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.92%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
33
Increased
80
Reduced
66
Closed
28
Calls
$2.94M
Puts
$17.1M
Net Calls
-$14.2M
Net Calls Change
-$12.9M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$399M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$373M
3
SC
3
Samlyn Capital
New York
$62.9M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$12.4M
5
BIM
5
Bogle Investment Management
Massachusetts
$13.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.2M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$149K
3
DIG
3
Dragoneer Investment Group
California
$0
4
LCM
4
Laurion Capital Management
New York
$0
5
SA
5
SPO Advisory
California
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$7.71M 181,546 -33,641 -16%
TPCM
52
Three Peaks Capital Management
Colorado
$7.67M 180,736 -49,752 -22%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$7.51M 176,775 +174,309 +7,068%
AP
54
AHL Partners
United Kingdom
$7.5M 176,630 +93,387 +112%
BBHC
55
Brown Brothers Harriman & Co
New York
$7.09M 167,000 -292,994 -64%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$6.68M 157,334 -17,848 -10%
Capital Fund Management (CFM)
57
Capital Fund Management (CFM)
France
$6.54M 154,100 +154,100 New
Swiss National Bank
58
Swiss National Bank
Switzerland
$5.73M 135,000 +10,500 +8%
PP
59
PDT Partners
New York
$4.97M 117,100 – –
AL
60
AJO LP
Pennsylvania
$4.71M 111,027 +40,457 +57%
OAM
61
Oxford Asset Management
United Kingdom
$4.68M 110,103 +27,077 +33%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$4.48M 105,460 +18,716 +22%
JIM
63
Jupiter Investment Management
United Kingdom
$4.41M 103,899 +103,899 New
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$4.4M 103,578 +87,139 +530%
Allianz Asset Management
65
Allianz Asset Management
Germany
$4.35M 102,884 +85,303 +485%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$4.29M 101,087 +550 +0.5%
EVM
67
Eaton Vance Management
Massachusetts
$4.22M 99,471 – –
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$4.03M 95,000 +95,000 New
Skandinaviska Enskilda Banken (SEB)
69
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.99M 94,000 – –
3C
70
361 Capital
Colorado
$3.95M 93,104 +71,040 +322%
GCP
71
GSA Capital Partners
United Kingdom
$3.92M 92,221 +54,471 +144%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$3.78M 88,950 +87,996 +9,224%
Legal & General Group
73
Legal & General Group
United Kingdom
$3.18M 75,011 +2,350 +3%
CS
74
Credit Suisse
Switzerland
$3.17M 74,756 +2,559 +4%
UBS AM
75
UBS AM
Illinois
$3.11M 73,229 +10,615 +17%
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