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LPL Financial
LPLA

Overview Fund Activity

193 hedge funds and large institutions have $3.3B invested in LPL Financial in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 37 closing their positions.

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
4.81%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
49
Increased
66
Reduced
55
Closed
37
Calls
$11.2M
Puts
$12.5M
Net Calls
-$1.34M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
1
BlackRock
New York
$140M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$70.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$46.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$317M
5
JHIU
5
Janus Henderson Investors US
Colorado
$358M

Top Sellers

1
FP
1
FPR Partners
California
$179M
2
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$0
3
SP
3
Stockbridge Partners
Massachusetts
$0
4
LCM
4
Laurion Capital Management
New York
$21.9M
5
HCM
5
HMI Capital Management
California
$74.9M
Name Market Value Shares Shares
Change 		Shares
Change %
VIA
76
Vident Investment Advisory
Georgia
$2.48M 62,273 +62,273 New
AllianceBernstein
77
AllianceBernstein
Tennessee
$2.01M 50,433 -6,150 -11%
CAM
78
ClariVest Asset Management
California
$1.99M 49,943 +49,943 New
CCM
79
Century Capital Management
Massachusetts
$1.75M 44,024 -9,691 -18%
CIP
80
Convergence Investment Partners
Florida
$1.63M 41,029 +41,029 New
EU
81
Emory University
Georgia
$1.59M 39,989 -3,120 -7%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.58M 39,581 -6,703 -14%
AQR Capital Management
83
AQR Capital Management
Connecticut
$1.55M 38,856 +4,758 +14%
WI
84
WBI Investments
New Jersey
$1.54M 38,671 -689 -2%
GCP
85
GSA Capital Partners
United Kingdom
$1.5M 37,750 +2,677 +8%
Voloridge Investment Management
86
Voloridge Investment Management
Florida
$1.43M 35,977 -8,965 -20%
ZIM
87
Zacks Investment Management
Illinois
$1.42M 35,532 -1,550 -4%
AL
88
Airain Ltd
Guernsey
$1.38M 34,751 +34,751 New
ARTA
89
A.R.T. Advisors
New York
$1.38M 34,600 -30,300 -47%
GC
90
Globeflex Capital
California
$1.36M 34,110 +34,110 New
Squarepoint
91
Squarepoint
New York
$1.34M 33,751 +15,251 +82%
BIM
92
Bogle Investment Management
Massachusetts
$1.3M 32,554 +32,554 New
NEI
93
Northwest & Ethical Investments
Ontario, Canada
$1.25M 31,403 +31,403 New
AG
94
Aperio Group
California
$1.19M 29,974 +2,048 +7%
SAM
95
Symphony Asset Management
California
$1.15M 28,880 +2,410 +9%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$1.08M 27,152 -976 -3%
LPL Financial
97
LPL Financial
California
$1.01M 25,585 -10,103 -28%
MCM
98
Matarin Capital Management
New York
$997K 25,034 +25,034 New
MIM
99
Monashee Investment Management
Massachusetts
– – -100,000 Closed
PP
100
Paloma Partners
Connecticut
$965K 24,220 +7,042 +41%
2 3
4
5 6