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LPL Financial
LPLA

Overview Fund Activity

137 hedge funds and large institutions have $2.85B invested in LPL Financial in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 24 closing their positions.

Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
3.66%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
17
Increased
48
Reduced
52
Closed
24
Calls
$11M
Puts
$2.82M
Net Calls
+$8.18M
Net Calls Change
+$9.55M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$227M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$185M
5
Capital Fund Management (CFM)
5
Capital Fund Management (CFM)
France
$5.5M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
ARTA
3
A.R.T. Advisors
New York
$0
4
BBHC
4
Brown Brothers Harriman & Co
New York
$87.2M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
76
Clinton Group
New York
$391K 13,064 +13,064 New
AB
77
Amalgamated Bank
New York
$326K 10,891 +29 +0.3%
ProShare Advisors
78
ProShare Advisors
Maryland
$322K 10,760 -190 -2%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$317K 10,586 +1,825 +21%
CCM
80
Cadence Capital Management
Massachusetts
$311K 10,413 -10,065 -49%
Citadel Advisors
81
Citadel Advisors
Florida
$308K 10,281 -37,971 -79%
CSS
82
Cubist Systematic Strategies
Connecticut
$307K 10,257 +10,257 New
HSBC Holdings
83
HSBC Holdings
United Kingdom
$303K 10,140 -909 -8%
CAM
84
Cacti Asset Management
Georgia
$299K 10,000 – –
RCS
85
Retirement Capital Strategies
California
$299K 10,000 +10,000 New
Canada Life
86
Canada Life
Manitoba, Canada
$286K 9,599 – –
GAM
87
Gotham Asset Management
New York
$285K 9,512 -3,816 -29%
BF
88
BOK Financial
Oklahoma
$285K 9,522 +395 +4%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$272K 9,078 +9,078 New
Morgan Stanley
90
Morgan Stanley
New York
$264K 8,850 -28,977 -77%
IRF
91
IBM Retirement Fund
New York
$246K 8,232 +8,232 New
Teacher Retirement System of Texas
92
Teacher Retirement System of Texas
Texas
$244K 8,171 -2,463 -23%
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$239K 8,000 +7,000 +700%
AG
94
Aperio Group
California
$236K 7,891 +7,891 New
Wolverine Trading
95
Wolverine Trading
Illinois
$235K 8,193 +8,193 New
WA
96
WFG Advisors
Texas
$215K 7,197 +1,439 +25%
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$214K 7,170 -6,060 -46%
Victory Capital Management
98
Victory Capital Management
Texas
$188K 6,302 -2,675 -30%
TG
99
TLP Group
Illinois
$164K 5,476 +5,476 New
IIC
100
Integrated Investment Consultants
Michigan
$149K 4,675 +400 +9%
2 3
4
5 6