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LPL Financial
LPLA

Overview Fund Activity

290 hedge funds and large institutions have $5.14B invested in LPL Financial in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+47
Holders Change %
+19.34%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
73
Increased
102
Reduced
91
Closed
22
Calls
$13.5M
Puts
$16.2M
Net Calls
-$2.74M
Net Calls Change
-$5.73M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
$106M
2
TCP
Tourbillon Capital Partners
New York
$61.1M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$43.3M
4
NMVA
New Mountain Vantage Advisers
New York
$35.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
HCM
HMI Capital Management
California
$29.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.38M
3
FCIM
Fairview Capital Investment Management
California
$148M
4
Citadel Advisors
Citadel Advisors
Florida
$1.3M
5
ACH
ArrowMark Colorado Holdings
Colorado
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
51
Allianz Asset Management
Germany
$19.6M +$5.34M +87,378 +37%
ZDA
52
Zweig-DiMenna Associates
New York
$18.1M -$2.79M -45,687 -13%
Morgan Stanley
53
Morgan Stanley
New York
$18M +$14.8M +242,153 +467%
CCM
54
Clearfield Capital Management
New York
$17.7M +$17.7M +289,068 New
SFM
55
Soros Fund Management
New York
$16.9M +$7.86M +128,700 +87%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$15.9M -$214K -3,500 -1%
BC
57
Beaconlight Capital
New York
$15.8M +$4.22M +69,100 +36%
First Trust Advisors
58
First Trust Advisors
Illinois
$15.8M -$575K -9,408 -4%
CM
59
Castleark Management
Illinois
$15.3M -$855K -14,002 -5%
AQR Capital Management
60
AQR Capital Management
Connecticut
$15.2M -$9.19M -150,443 -38%
TA
61
Teachers Advisors
New York
$14.4M +$1.26M +20,613 +10%
WCM
62
Wildcat Capital Management
New York
$12.7M – – –
ECM
63
Engle Capital Management
Connecticut
$12.5M +$5.03M +82,300 +67%
Nuveen Asset Management
64
Nuveen Asset Management
Illinois
$12.5M +$12.5M +204,220 New
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$12.3M -$953K -15,602 -7%
Federated Hermes
66
Federated Hermes
Pennsylvania
$11.8M +$1.69M +27,601 +17%
SVC
67
Strycker View Capital
New York
$11.8M +$11.8M +193,121 New
TPCM
68
Three Peaks Capital Management
Colorado
$10.3M -$4.48M -73,433 -30%
HCMT
69
Highland Capital Management (Texas)
Texas
$9.77M -$885K -14,500 -8%
CAM
70
ClariVest Asset Management
California
$9.72M -$16.2K -265 -0.2%
Daiwa Securities Group
71
Daiwa Securities Group
Japan
$9.34M +$98K +1,604 +1%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$9.27M -$2.83M -46,416 -23%
GLA
73
Great Lakes Advisors
Illinois
$9.06M +$9.06M +148,293 New
Hudson Bay Capital Management
74
Hudson Bay Capital Management
Connecticut
$8.97M -$8.32M -136,230 -48%
PAM
75
Panagora Asset Management
Massachusetts
$8.81M -$18.8M -307,922 -68%
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