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LPL Financial
LPLA

Overview Fund Activity

275 hedge funds and large institutions have $4.83B invested in LPL Financial in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-17
Holders Change %
-5.82%
% of All Funds
6.14%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
31
Increased
85
Reduced
124
Closed
47
Calls
$2.82M
Puts
$7.78M
Net Calls
-$4.95M
Net Calls Change
-$6.9M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$91.4M
2
SC
2
Samlyn Capital
New York
$163M
3
Citadel Advisors
3
Citadel Advisors
Florida
$39.4M
4
JCM
4
Junto Capital Management
New York
$31.2M
5
SCA
5
Southpoint Capital Advisors
New York
$174M

Top Sellers

1
NMVA
1
New Mountain Vantage Advisers
New York
$35.3M
2
TCP
2
Tourbillon Capital Partners
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$2.69M
4
Invesco
4
Invesco
Georgia
$147M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$989K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
51
Panagora Asset Management
Massachusetts
$14.6M -$1.2M -19,640 -8%
Federated Hermes
52
Federated Hermes
Pennsylvania
$14.2M -$13.6M -222,904 -49%
MSL
53
Mackay Shields LLC
New York
$13.9M -$6.52M -106,690 -32%
EVM
54
Eaton Vance Management
Massachusetts
$13.7M – – –
ZDA
55
Zweig-DiMenna Associates
New York
$13.2M -$2.05M -33,620 -13%
WCM
56
Wildcat Capital Management
New York
$12.7M – – –
Principal Financial Group
57
Principal Financial Group
Iowa
$12.5M +$11.7M +191,292 +1,439%
UBS AM
58
UBS AM
Illinois
$12.3M +$1.7M +27,856 +16%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$12.1M -$3.96M -64,887 -25%
Goldman Sachs
60
Goldman Sachs
New York
$11.9M -$8.02M -131,235 -40%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$11.1M -$2.8M -45,763 -20%
CAM
62
ClariVest Asset Management
California
$11M +$2.24M +36,726 +26%
First Trust Advisors
63
First Trust Advisors
Illinois
$10.7M -$5.16M -84,491 -33%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$10.2M -$875K -14,333 -8%
Swiss National Bank
65
Swiss National Bank
Switzerland
$9.57M – – –
Lazard Asset Management
66
Lazard Asset Management
New York
$9.44M -$54.2K -887 -0.6%
PCM
67
Prana Capital Management
Connecticut
$9.41M +$6.93M +113,418 +279%
PMAM
68
Picton Mahoney Asset Management
Ontario, Canada
$8.93M +$8.93M +146,150 New
AL
69
AJO LP
Pennsylvania
$8.56M -$20.3M -331,748 -70%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$8.44M +$58.8K +963 +0.7%
OAM
71
Origin Asset Management
United Kingdom
$8.37M +$3.5M +57,300 +72%
CS
72
Credit Suisse
Switzerland
$7.83M -$187K -3,065 -2%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$7.22M -$543K -8,898 -7%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$6.65M +$285K +4,673 +4%
EGM
75
Engineers Gate Manager
New York
$6.61M +$6.22M +101,871 +1,601%
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