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LPL Financial
LPLA

Overview Fund Activity

243 hedge funds and large institutions have $4.82B invested in LPL Financial in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 32 closing their positions.

Holders
243
Holders Change
+20
Holders Change %
+8.97%
% of All Funds
5.52%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.3%
New
55
Increased
74
Reduced
95
Closed
32
Calls
$8.44M
Puts
$5.45M
Net Calls
+$2.99M
Net Calls Change
+$8.86M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$71.9M
2
AL
2
AJO LP
Pennsylvania
$84.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$104M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$25M
5
WRF
5
Waddell & Reed Financial
Kansas
$22.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$99.5M
3
FCIM
3
Fairview Capital Investment Management
California
$197M
4
Prudential Financial
4
Prudential Financial
New Jersey
$922K
5
FPA
5
First Pacific Advisors
California
$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$6.2M +$347K +6,071 +6%
CS
77
Credit Suisse
Switzerland
$5.97M +$1.41M +24,676 +31%
UBS AM
78
UBS AM
Illinois
$5.73M -$32.3K -565 -0.6%
SC
79
Sovarnum Capital
New York
$5.54M +$5.54M +97,000 New
Assenagon Asset Management
80
Assenagon Asset Management
Luxembourg
$5.49M +$5.49M +96,134 New
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$5.39M -$450K -7,869 -8%
IP
82
Interval Partners
New York
$5.37M -$7.65M -133,955 -59%
PP
83
PDT Partners
New York
$4.98M -$783K -13,700 -14%
Legal & General Group
84
Legal & General Group
United Kingdom
$4.93M +$396K +6,930 +9%
Canada Pension Plan Investment Board
85
Canada Pension Plan Investment Board
Ontario, Canada
$4.54M -$1.24M -21,700 -21%
VIA
86
Vident Investment Advisory
Georgia
$3.57M +$286K +5,010 +9%
EAM
87
Eagle Asset Management
Florida
$3.3M +$3.3M +53,011 New
Nomura Holdings
88
Nomura Holdings
Japan
$3.17M +$3.17M +55,380 New
PCM
89
Piermont Capital Management
Missouri
$3.07M -$45.7K -800 -1%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$2.98M -$126K -2,197 -4%
Morgan Stanley
91
Morgan Stanley
New York
$2.97M +$1.46M +25,548 +97%
AllianceBernstein
92
AllianceBernstein
Tennessee
$2.95M -$20K -350 -0.7%
EI
93
EAM Investors
California
$2.74M -$35.7K -624 -1%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$2.49M -$4.75M -83,223 -66%
BPM
95
Blue Pool Management
Hong Kong
$2.47M +$2.47M +43,300 New
UBS Group
96
UBS Group
Switzerland
$2.37M +$528K +9,241 +29%
CAM
97
Congress Asset Management
Massachusetts
$2.33M -$40.9K -715 -2%
CCMG
98
Clark Capital Management Group
Pennsylvania
$2.28M -$1.94M -34,018 -46%
Millennium Management
99
Millennium Management
New York
$2.18M -$16.4M -287,219 -88%
Citigroup
100
Citigroup
New York
$2.18M +$216K +3,784 +11%
2 3
4
5 6