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LPL Financial
LPLA

Overview Fund Activity

243 hedge funds and large institutions have $4.82B invested in LPL Financial in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 32 closing their positions.

Holders
243
Holders Change
+20
Holders Change %
+8.97%
% of All Funds
5.52%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.3%
New
55
Increased
74
Reduced
95
Closed
32
Calls
$8.44M
Puts
$5.45M
Net Calls
+$2.99M
Net Calls Change
+$8.86M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$71.9M
2
AL
2
AJO LP
Pennsylvania
$84.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$104M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$25M
5
WRF
5
Waddell & Reed Financial
Kansas
$22.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$99.5M
3
FCIM
3
Fairview Capital Investment Management
California
$197M
4
Prudential Financial
4
Prudential Financial
New Jersey
$922K
5
FPA
5
First Pacific Advisors
California
$241M
Name Market Value Shares Shares
Change 		Shares
Change %
Hudson Bay Capital Management
51
Hudson Bay Capital Management
Connecticut
$16.2M 283,041 +283,041 New
PFMOSF
52
Philadelphia Financial Management of San Francisco
California
$15.7M 274,849 +274,849 New
First Trust Advisors
53
First Trust Advisors
Illinois
$15.4M 268,690 +54,262 +25%
Two Sigma Investments
54
Two Sigma Investments
New York
$15.2M 265,147 -119,604 -31%
CM
55
Castleark Management
Illinois
$15.1M 264,660 +264,660 New
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$15.1M 264,217 +20,569 +8%
TPCM
57
Three Peaks Capital Management
Colorado
$13.9M 242,544 +61,448 +34%
Allianz Asset Management
58
Allianz Asset Management
Germany
$13.3M 233,334 +132,335 +131%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$12.4M 216,932 +2,805 +1%
TA
60
Teachers Advisors
New York
$12.3M 214,827 +1,982 +0.9%
WCM
61
Wildcat Capital Management
New York
$11.9M 208,401 – –
EVM
62
Eaton Vance Management
Massachusetts
$11.8M 206,073 +106,602 +107%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$11.3M 198,130 -73,030 -27%
BC
64
Beaconlight Capital
New York
$10.9M 190,340 +190,340 New
Capital Fund Management (CFM)
65
Capital Fund Management (CFM)
France
$10.4M 182,000 +19,000 +12%
HCMT
66
Highland Capital Management (Texas)
Texas
$9.97M 174,500 +74,500 +75%
Federated Hermes
67
Federated Hermes
Pennsylvania
$9.5M 166,292 +166,292 New
CAM
68
ClariVest Asset Management
California
$9.11M 159,373 +88,428 +125%
Daiwa Securities Group
69
Daiwa Securities Group
Japan
$8.65M 151,364 +151,364 New
SFM
70
Soros Fund Management
New York
$8.46M 148,100 +148,100 New
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$8.18M 143,132 -2,100 -1%
Swiss National Bank
72
Swiss National Bank
Switzerland
$7.89M 138,000 +3,000 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
73
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.43M 130,000 +130,000 New
ECM
74
Engle Capital Management
Connecticut
$7.01M 122,700 -5,800 -5%
SEI Investments
75
SEI Investments
Pennsylvania
$6.36M 111,274 +38,618 +53%
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