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LPL Financial
LPLA

Overview Fund Activity

197 hedge funds and large institutions have $3.48B invested in LPL Financial in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 28 closing their positions.

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.92%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
33
Increased
80
Reduced
66
Closed
28
Calls
$2.94M
Puts
$17.1M
Net Calls
-$14.2M
Net Calls Change
-$12.9M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$399M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$373M
3
SC
3
Samlyn Capital
New York
$62.9M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$12.4M
5
BIM
5
Bogle Investment Management
Massachusetts
$13.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.2M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$149K
3
DIG
3
Dragoneer Investment Group
California
$0
4
LCM
4
Laurion Capital Management
New York
$0
5
SA
5
SPO Advisory
California
$348M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
76
SEI Investments
Pennsylvania
$3M +$196K +4,619 +7%
VIA
77
Vident Investment Advisory
Georgia
$2.71M +$67.1K +1,580 +3%
EI
78
EAM Investors
California
$2.69M +$2.69M +63,293 New
MC
79
Maverick Capital
Texas
$2.51M -$536K -12,620 -18%
CAM
80
ClariVest Asset Management
California
$2.46M +$336K +7,910 +16%
CCMG
81
Clark Capital Management Group
Pennsylvania
$2.39M +$2.06M +48,442 +611%
PCM
82
Piermont Capital Management
Missouri
$2.39M -$595K -14,010 -20%
AIM
83
Assured Investment Management
New York
$2.05M +$2.05M +48,312 New
AllianceBernstein
84
AllianceBernstein
Tennessee
$2.04M -$97.7K -2,300 -5%
GC
85
Globeflex Capital
California
$1.94M +$488K +11,490 +34%
EGM
86
Engineers Gate Manager
New York
$1.88M -$1.5M -35,292 -44%
CCM
87
Century Capital Management
Massachusetts
$1.78M -$85.4K -2,012 -5%
MAM
88
Martingale Asset Management
Massachusetts
$1.77M +$1.77M +41,620 New
WI
89
WBI Investments
New Jersey
$1.72M +$79.7K +1,876 +5%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.64M -$38.7K -911 -2%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$1.5M +$1.5M +35,260 New
ZIM
92
Zacks Investment Management
Illinois
$1.49M -$16.9K -399 -1%
AQR Capital Management
93
AQR Capital Management
Connecticut
$1.45M -$203K -4,788 -12%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$1.45M +$292K +6,880 +25%
Squarepoint
95
Squarepoint
New York
$1.41M -$20.3K -478 -1%
Morgan Stanley
96
Morgan Stanley
New York
$1.39M -$1.75M -41,244 -56%
DCM
97
Dupont Capital Management
Delaware
$1.3M +$1.3M +30,556 New
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$1.28M +$730K +17,202 +132%
Ameriprise
99
Ameriprise
Minnesota
$1.27M +$1.27M +29,972 New
LPL Financial
100
LPL Financial
California
$1.26M +$173K +4,076 +16%
2 3
4
5 6