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LPL Financial
LPLA

Overview Fund Activity

294 hedge funds and large institutions have $5.51B invested in LPL Financial in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+4
Holders Change %
+1.38%
% of All Funds
6.74%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
40
Increased
110
Reduced
117
Closed
32
Calls
$26.7M
Puts
$14.9M
Net Calls
+$11.7M
Net Calls Change
+$14.5M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$147M
2
Invesco
2
Invesco
Georgia
$193M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$36.2M
4
FCM
4
Frontier Capital Management
Massachusetts
$147M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$69.5M

Top Sellers

1
SA
1
SPO Advisory
California
$147M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
MWNA
3
Marshall Wace North America
New York
$6.48M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$112M
5
FPA
5
First Pacific Advisors
California
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$19.3M -$3.75M -57,201 -16%
Allianz Asset Management
52
Allianz Asset Management
Germany
$17M -$3.99M -60,859 -19%
TA
53
Teachers Advisors
New York
$16.7M +$1.24M +18,926 +8%
PAM
54
Panagora Asset Management
Massachusetts
$16.5M +$7.09M +108,208 +75%
First Trust Advisors
55
First Trust Advisors
Illinois
$16.2M -$832K -12,689 -5%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$15.9M -$1.15M -17,500 -7%
CM
57
Castleark Management
Illinois
$15.9M -$563K -8,588 -3%
Nuveen Asset Management
58
Nuveen Asset Management
Illinois
$15.2M +$1.85M +28,289 +14%
APG Asset Management
59
APG Asset Management
Netherlands
$14.4M +$10.5M +186,600 +269%
ZDA
60
Zweig-DiMenna Associates
New York
$14.2M -$5.2M -79,290 -27%
EVM
61
Eaton Vance Management
Massachusetts
$14.1M -$12.9M -196,523 -48%
Barclays
62
Barclays
United Kingdom
$13.6M +$10.8M +164,161 +374%
WCM
63
Wildcat Capital Management
New York
$13.6M – – –
ECM
64
Engle Capital Management
Connecticut
$12.8M -$675K -10,300 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
65
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.4M +$3.86M +58,900 +45%
UBS AM
66
UBS AM
Illinois
$11.9M +$3.44M +52,519 +41%
AllianceBernstein
67
AllianceBernstein
Tennessee
$11.9M +$5.36M +81,800 +82%
CS
68
Credit Suisse
Switzerland
$10.9M +$2.02M +30,762 +23%
SVC
69
Strycker View Capital
New York
$10.7M -$1.96M -29,931 -15%
HCMT
70
Highland Capital Management (Texas)
Texas
$10.5M – – –
Capital Fund Management (CFM)
71
Capital Fund Management (CFM)
France
$10.5M +$3.62M +55,300 +53%
Swiss National Bank
72
Swiss National Bank
Switzerland
$10.3M +$1.02M +15,600 +11%
Lazard Asset Management
73
Lazard Asset Management
New York
$9.82M +$499K +7,617 +5%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$9.77M -$3.43M -52,286 -26%
GLA
75
Great Lakes Advisors
Illinois
$9.66M -$57.9K -883 -0.6%
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3
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