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LPL Financial
LPLA

Overview Fund Activity

340 hedge funds and large institutions have $7.07B invested in LPL Financial in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 25 closing their positions.

Holders
340
Holders Change
+28
Holders Change %
+8.97%
% of All Funds
6.71%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.22%
New
63
Increased
105
Reduced
135
Closed
25
Calls
$70.7M
Puts
$4.61M
Net Calls
+$66.1M
Net Calls Change
-$41.8M

Top Buyers

1
SC
1
Samlyn Capital
New York
$318M
2
HCM
2
Highline Capital Management
New York
$47.6M
3
Invesco
3
Invesco
Georgia
$253M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$115M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$167M

Top Sellers

1
FPA
1
First Pacific Advisors
California
$175M
2
Prudential Financial
2
Prudential Financial
New Jersey
$11.4M
3
Nomura Holdings
3
Nomura Holdings
Japan
$919K
4
FCM
4
Frontier Capital Management
Massachusetts
$94.6M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$18.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
51
Panagora Asset Management
Massachusetts
$23M 248,981 -76 -0%
EVM
52
Eaton Vance Management
Massachusetts
$20.6M 223,224 – –
Millennium Management
53
Millennium Management
New York
$20M 216,667 -46,408 -18%
NMVA
54
New Mountain Vantage Advisers
New York
$19.5M 211,375 -28,138 -12%
Lord, Abbett & Co
55
Lord, Abbett & Co
New Jersey
$18.9M 204,500 -297,300 -59%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$18.6M 201,363 -51,802 -20%
MSL
57
Mackay Shields LLC
New York
$17.4M 188,914 -28,759 -13%
Principal Financial Group
58
Principal Financial Group
Iowa
$17.2M 186,116 -68,310 -27%
HAI
59
Hennessy Advisors Inc
California
$17M 184,300 +145,600 +376%
PFO
60
Pathstone Family Office
New Jersey
$15.7M 17,025 +62 +0.4%
PPA
61
Parametric Portfolio Associates
Washington
$15.6M 169,523 -30,692 -15%
Morgan Stanley
62
Morgan Stanley
New York
$15.2M 165,295 +7,614 +5%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$14.8M 160,434 -97,192 -38%
Swiss National Bank
64
Swiss National Bank
Switzerland
$14.5M 157,600 +500 +0.3%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$14.3M 154,595 -4,200 -3%
PMAM
66
Picton Mahoney Asset Management
Ontario, Canada
$13.2M 143,305 +16,525 +13%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$13.1M 142,227 +8,057 +6%
CS
68
Credit Suisse
Switzerland
$12.5M 135,907 +16,923 +14%
SVC
69
Strycker View Capital
New York
$12.5M 135,412 +135,412 New
Boston Partners
70
Boston Partners
Massachusetts
$12.2M 132,078 +42,154 +47%
Citigroup
71
Citigroup
New York
$11.5M 125,055 +56,079 +81%
Prudential Financial
72
Prudential Financial
New Jersey
$11.4M 123,400 -630,094 -84%
Canada Life
73
Canada Life
Manitoba, Canada
$11.3M 124,084 +45,885 +59%
UBS AM
74
UBS AM
Illinois
$11.1M 120,865 -2,489 -2%
ERSOT
75
Employees Retirement System of Texas
Texas
$10.9M 117,988 – –
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3
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