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LPL Financial
LPLA

Overview Fund Activity

223 hedge funds and large institutions have $4.26B invested in LPL Financial in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
5.57%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
54
Increased
90
Reduced
58
Closed
24
Calls
$9.38M
Puts
$15.3M
Net Calls
-$5.87M
Net Calls Change
+$8.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$66.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.4M
3
JCM
3
Junto Capital Management
New York
$42.6M
4
SC
4
Samlyn Capital
New York
$114M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$126M

Top Sellers

1
FP
1
FPR Partners
California
$0
2
Millennium Management
2
Millennium Management
New York
$16.8M
3
SA
3
SPO Advisory
California
$359M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$23.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$689K
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
76
Eaton Vance Management
Massachusetts
$5.13M – – –
JIM
77
Jupiter Investment Management
United Kingdom
$4.79M -$570K -11,047 -11%
CS
78
Credit Suisse
Switzerland
$4.11M +$259K +5,018 +7%
Legal & General Group
79
Legal & General Group
United Kingdom
$4.1M +$227K +4,407 +6%
MAM
80
Martingale Asset Management
Massachusetts
$3.96M +$1.82M +35,237 +85%
CEP
81
Chicago Equity Partners
Illinois
$3.82M +$3.11M +60,210 +436%
CCMG
82
Clark Capital Management Group
Pennsylvania
$3.81M +$906K +17,561 +31%
SCM
83
Stevens Capital Management
Pennsylvania
$3.75M +$3.75M +72,669 New
SEI Investments
84
SEI Investments
Pennsylvania
$3.75M +$105K +2,044 +3%
CAM
85
ClariVest Asset Management
California
$3.66M +$675K +13,092 +23%
MC
86
Maverick Capital
Texas
$3.5M +$451K +8,740 +15%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.44M +$1.45M +28,046 +73%
LCM
88
Laurion Capital Management
New York
$2.99M +$2.99M +57,912 New
VIA
89
Vident Investment Advisory
Georgia
$2.97M -$327K -6,332 -10%
OAM
90
Oxford Asset Management
United Kingdom
$2.92M -$2.78M -53,771 -49%
Voloridge Investment Management
91
Voloridge Investment Management
Florida
$2.9M +$2.9M +56,287 New
APG Asset Management
92
APG Asset Management
Netherlands
$2.87M +$2.87M +55,600 New
AIM
93
Assured Investment Management
New York
$2.82M +$332K +6,434 +13%
TCM
94
Timpani Capital Management
Wisconsin
$2.82M +$2.82M +54,644 New
PCM
95
Piermont Capital Management
Missouri
$2.82M -$84.1K -1,630 -3%
EGM
96
Engineers Gate Manager
New York
$2.81M +$529K +10,250 +23%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$2.8M +$2.8M +54,256 New
AllianceBernstein
98
AllianceBernstein
Tennessee
$2.68M +$199K +3,850 +8%
EI
99
EAM Investors
California
$2.51M -$756K -14,654 -23%
GCP
100
GSA Capital Partners
United Kingdom
$2.46M -$2.29M -44,510 -48%
2 3
4
5 6