LPLA icon

LPL Financial
LPLA

Overview Fund Activity

321 hedge funds and large institutions have $6.38B invested in LPL Financial in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 32 closing their positions.

Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
39
Increased
109
Reduced
144
Closed
32
Calls
$61.4M
Puts
$12.8M
Net Calls
+$48.6M
Net Calls Change
-$38.1M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$96.8M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$70.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$265M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$68.1M
5
American Century Companies
5
American Century Companies
Missouri
$173M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$1.53M
2
FCM
2
Frontier Capital Management
Massachusetts
$136M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$85.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$782M
5
Millennium Management
5
Millennium Management
New York
$7.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Federated Hermes
51
Federated Hermes
Pennsylvania
$22.3M 272,890 -15,191 -5%
Ameriprise
52
Ameriprise
Minnesota
$22.2M 271,954 +144,183 +113%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$21.6M 269,415 +63,651 +31%
Goldman Sachs
54
Goldman Sachs
New York
$21.5M 263,324 -60,636 -19%
PAM
55
Panagora Asset Management
Massachusetts
$21M 257,628 +63,627 +33%
AllianceBernstein
56
AllianceBernstein
Tennessee
$19.2M 235,788 -32,470 -12%
PPA
57
Parametric Portfolio Associates
Washington
$18.9M 231,386 -60,295 -21%
UBS AM
58
UBS AM
Illinois
$18.8M 229,898 +10,366 +5%
EVM
59
Eaton Vance Management
Massachusetts
$18.2M 223,183 +157 +0.1%
First Trust Advisors
60
First Trust Advisors
Illinois
$16.3M 199,944 -7,528 -4%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$16M 196,713 +2,634 +1%
Lazard Asset Management
62
Lazard Asset Management
New York
$14.4M 176,358 -707 -0.4%
MSL
63
Mackay Shields LLC
New York
$13.7M 167,868 -4,035 -2%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$13.4M 163,995 -93,200 -36%
OAM
65
Origin Asset Management
United Kingdom
$13.1M 161,000 -44,500 -22%
Swiss National Bank
66
Swiss National Bank
Switzerland
$12.8M 157,100 -900 -0.6%
CAM
67
ClariVest Asset Management
California
$12.8M 156,372 -950 -0.6%
AIM
68
Artemis Investment Management
United Kingdom
$12.4M 156,097 +156,097 New
Two Sigma Investments
69
Two Sigma Investments
New York
$11.9M 145,518 -16,244 -10%
SEI Investments
70
SEI Investments
Pennsylvania
$11.7M 143,155 +23,300 +19%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$11.1M 136,737 -58,728 -30%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$11M 134,504 -1,532 -1%
Adage Capital Partners
73
Adage Capital Partners
Massachusetts
$10.2M 125,000 +125,000 New
SGAM
74
Smith Group Asset Management
Texas
$9.64M 118,190 -260 -0.2%
CS
75
Credit Suisse
Switzerland
$9.23M 113,160 +4,609 +4%
1 2
3
4 5