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LPL Financial
LPLA

Overview Fund Activity

312 hedge funds and large institutions have $6.28B invested in LPL Financial in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 133 reducing their positions, and 49 closing their positions.

Holders
312
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
99
Reduced
133
Closed
49
Calls
$115M
Puts
$6.73M
Net Calls
+$108M
Net Calls Change
+$59.2M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$114M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$54.4M
3
Nomura Holdings
3
Nomura Holdings
Japan
$39.3M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$106M
5
SSA
5
Schonfeld Strategic Advisors
New York
$30.9M

Top Sellers

1
SC
1
Samlyn Capital
New York
$115M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$207M
3
SCA
3
Southpoint Capital Advisors
New York
$123M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$41.6M
5
American Century Companies
5
American Century Companies
Missouri
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$21.6M 263,224 -8,730 -3%
Millennium Management
52
Millennium Management
New York
$21.5M 263,075 +165,640 +170%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$21.1M 257,626 -318,709 -55%
Principal Financial Group
54
Principal Financial Group
Iowa
$20.8M 254,426 -28,485 -10%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$20.7M 253,165 +56,452 +29%
Goldman Sachs
56
Goldman Sachs
New York
$20.7M 252,636 -10,688 -4%
PAM
57
Panagora Asset Management
Massachusetts
$20.4M 249,057 -8,571 -3%
NMVA
58
New Mountain Vantage Advisers
New York
$19.6M 239,513 -39,551 -14%
HT
59
HAP Trading
New York
$18.4M 224,113 +224,113 New
EVM
60
Eaton Vance Management
Massachusetts
$18.3M 223,224 +41 +0%
Federated Hermes
61
Federated Hermes
Pennsylvania
$18M 219,283 -53,607 -20%
MSL
62
Mackay Shields LLC
New York
$17.8M 217,673 +49,805 +30%
PPA
63
Parametric Portfolio Associates
Washington
$16.4M 200,215 -31,171 -13%
Lazard Asset Management
64
Lazard Asset Management
New York
$15.1M 183,778 +7,420 +4%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$13.7M 166,820 -102,595 -38%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$13M 158,795 -5,200 -3%
Morgan Stanley
67
Morgan Stanley
New York
$12.9M 157,681 +71,643 +83%
Swiss National Bank
68
Swiss National Bank
Switzerland
$12.9M 157,100 – –
Point72 Asset Management
69
Point72 Asset Management
Connecticut
$11.7M 142,783 +142,783 New
SEI Investments
70
SEI Investments
Pennsylvania
$11.7M 142,434 -721 -0.5%
ACL
71
Azora Capital LP
Florida
$11.6M 141,203 -503,015 -78%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$11M 134,170 -334 -0.2%
Barclays
73
Barclays
United Kingdom
$10.6M 129,678 -149,762 -54%
CAM
74
ClariVest Asset Management
California
$10.4M 127,132 -29,240 -19%
PMAM
75
Picton Mahoney Asset Management
Ontario, Canada
$10.4M 126,780 +60,510 +91%
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