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LPL Financial
LPLA

Overview Fund Activity

223 hedge funds and large institutions have $4.26B invested in LPL Financial in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
5.57%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
54
Increased
90
Reduced
58
Closed
24
Calls
$9.38M
Puts
$15.3M
Net Calls
-$5.87M
Net Calls Change
+$8.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$66.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.4M
3
JCM
3
Junto Capital Management
New York
$42.6M
4
SC
4
Samlyn Capital
New York
$114M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$126M

Top Sellers

1
FP
1
FPR Partners
California
$0
2
Millennium Management
2
Millennium Management
New York
$16.8M
3
SA
3
SPO Advisory
California
$359M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$23.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$689K
Name Market Value Shares Shares
Change 		Shares
Change %
IP
51
Interval Partners
New York
$11.8M 227,929 -15,657 -6%
FCM
52
Frontier Capital Management
Massachusetts
$11.5M 223,639 -3,342 -1%
First Trust Advisors
53
First Trust Advisors
Illinois
$11.1M 214,428 -47,355 -18%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$11M 214,127 +5,427 +3%
TA
55
Teachers Advisors
New York
$11M 212,845 +1,871 +0.9%
WCM
56
Wildcat Capital Management
New York
$10.7M 208,401 – –
TPCM
57
Three Peaks Capital Management
Colorado
$9.34M 181,096 +360 +0.2%
Renaissance Technologies
58
Renaissance Technologies
New York
$8.76M 169,800 +169,800 New
Capital Fund Management (CFM)
59
Capital Fund Management (CFM)
France
$8.41M 163,000 +8,900 +6%
NFA
60
Nationwide Fund Advisors
Ohio
$7.78M 150,801 +134,035 +799%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$7.49M 145,232 -12,102 -8%
FQ
62
First Quadrant
California
$7.11M 137,891 +137,738 +90,025%
Swiss National Bank
63
Swiss National Bank
Switzerland
$6.96M 135,000 – –
ECM
64
Engle Capital Management
Connecticut
$6.63M 128,500 +128,500 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$6.54M 126,828 -49,947 -28%
AP
66
AHL Partners
United Kingdom
$6.52M 126,432 -50,198 -28%
AQR Capital Management
67
AQR Capital Management
Connecticut
$6.35M 123,067 +88,999 +261%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$5.51M 106,782 +3,204 +3%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$5.28M 102,460 +1,373 +1%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$5.27M 102,103 -3,357 -3%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$5.22M 101,200 +6,200 +7%
Allianz Asset Management
72
Allianz Asset Management
Germany
$5.21M 100,999 -1,885 -2%
PP
73
PDT Partners
New York
$5.2M 100,900 -16,200 -14%
UBS AM
74
UBS AM
Illinois
$5.2M 100,793 +27,564 +38%
HCMT
75
Highland Capital Management (Texas)
Texas
$5.16M 100,000 +100,000 New
1 2
3
4 5