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LPL Financial
LPLA

Overview Fund Activity

320 hedge funds and large institutions have $5.51B invested in LPL Financial in 2019 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+45
Holders Change %
+16.36%
% of All Funds
6.94%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
72
Increased
119
Reduced
105
Closed
24
Calls
$94.4M
Puts
$7.68M
Net Calls
+$86.7M
Net Calls Change
+$91.7M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$87.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$180M
3
Deutsche Bank
3
Deutsche Bank
Germany
$49.5M
4
APG Asset Management
4
APG Asset Management
Netherlands
$91.6M
5
EAM
5
Eagle Asset Management
Florida
$36M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$1.48M
2
FCIM
2
Fairview Capital Investment Management
California
$103M
3
SCA
3
Southpoint Capital Advisors
New York
$153M
4
FPA
4
First Pacific Advisors
California
$204M
5
ACL
5
Azora Capital LP
Florida
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
51
Two Sigma Advisers
New York
$21.1M -$648K -9,300 -3%
PPA
52
Parametric Portfolio Associates
Washington
$20.3M -$4.95M -71,024 -20%
TA
53
Teachers Advisors
New York
$20.3M +$1.87M +26,795 +10%
Federated Hermes
54
Federated Hermes
Pennsylvania
$20.1M +$3.85M +55,326 +24%
AllianceBernstein
55
AllianceBernstein
Tennessee
$18.7M -$867K -12,446 -4%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$17.9M +$5.22M +74,997 +41%
EVM
57
Eaton Vance Management
Massachusetts
$15.5M -$57.6K -827 -0.4%
UBS AM
58
UBS AM
Illinois
$15.3M +$1.31M +18,758 +9%
First Trust Advisors
59
First Trust Advisors
Illinois
$14.5M +$2.28M +32,761 +19%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$14.3M +$562K +8,063 +4%
OAM
61
Origin Asset Management
United Kingdom
$14.3M +$4.77M +68,500 +50%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$13.6M +$5.39M +77,328 +65%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$13.5M +$1.87M +26,828 +16%
PAM
64
Panagora Asset Management
Massachusetts
$13.5M -$3.08M -44,256 -19%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$12.7M +$6.42M +92,193 +102%
Lazard Asset Management
66
Lazard Asset Management
New York
$12.3M +$1.56M +22,449 +15%
PMAM
67
Picton Mahoney Asset Management
Ontario, Canada
$12.1M +$1.94M +27,905 +19%
MSL
68
Mackay Shields LLC
New York
$12M -$3.84M -55,062 -24%
Citadel Advisors
69
Citadel Advisors
Florida
$11.9M -$33.1M -475,041 -74%
Morgan Stanley
70
Morgan Stanley
New York
$11.7M +$5.66M +81,251 +94%
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.5M +$7.71M +110,709 +205%
Two Sigma Investments
72
Two Sigma Investments
New York
$11.3M +$11.3M +161,762 New
Swiss National Bank
73
Swiss National Bank
Switzerland
$11M +$90.5K +1,300 +0.8%
CAM
74
ClariVest Asset Management
California
$11M -$1.55M -22,192 -12%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$9.48M -$144K -2,073 -2%
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3
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