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LPL Financial
LPLA

Overview Fund Activity

290 hedge funds and large institutions have $5.14B invested in LPL Financial in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+47
Holders Change %
+19.34%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
73
Increased
102
Reduced
91
Closed
22
Calls
$13.5M
Puts
$16.2M
Net Calls
-$2.74M
Net Calls Change
-$5.73M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$106M
2
TCP
2
Tourbillon Capital Partners
New York
$61.1M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$43.3M
4
NMVA
4
New Mountain Vantage Advisers
New York
$35.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
HCM
1
HMI Capital Management
California
$29.4M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.38M
3
FCIM
3
Fairview Capital Investment Management
California
$148M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.3M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
76
Lazard Asset Management
New York
$8.69M +$8.69M +142,274 New
Swiss National Bank
77
Swiss National Bank
Switzerland
$8.62M +$189K +3,100 +2%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$8.45M -$290K -4,744 -3%
CS
79
Credit Suisse
Switzerland
$8.25M +$1.88M +30,721 +29%
Caisse de Depot et Placement du Quebec (CDPQ)
80
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.94M – – –
UBS AM
81
UBS AM
Illinois
$7.88M +$1.76M +28,805 +29%
SC
82
Sovarnum Capital
New York
$7.63M +$1.71M +28,000 +29%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$6.62M -$13.3K -217 -0.2%
SEI Investments
84
SEI Investments
Pennsylvania
$6.47M -$326K -5,332 -5%
Capital Fund Management (CFM)
85
Capital Fund Management (CFM)
France
$6.38M -$4.73M -77,508 -43%
AllianceBernstein
86
AllianceBernstein
Tennessee
$6.08M +$2.92M +47,845 +93%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$5.58M -$178K -2,914 -3%
BCM
88
Barometer Capital Management
Ontario, Canada
$5.56M +$5.56M +91,051 New
HI
89
HBK Investments
Texas
$5.44M +$4.1M +67,115 +307%
PP
90
PDT Partners
New York
$5.33M – – –
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$4.79M -$67.2K -1,100 -1%
SCM
92
Stevens Capital Management
Pennsylvania
$4.11M +$4.11M +67,235 New
Legal & General Group
93
Legal & General Group
United Kingdom
$4.06M -$1.21M -19,839 -23%
PCM
94
Prana Capital Management
Connecticut
$3.89M +$3.89M +63,760 New
ARTA
95
A.R.T. Advisors
New York
$3.87M +$2.5M +40,900 +182%
HAI
96
Hennessy Advisors Inc
California
$3.83M +$3.83M +62,700 New
GHCM
97
Glen Harbor Capital Management
California
$3.54M +$1.57M +25,704 +80%
Prudential Financial
98
Prudential Financial
New Jersey
$3.52M +$2.53M +41,420 +257%
APG Asset Management
99
APG Asset Management
Netherlands
$3.45M +$3.45M +69,400 New
SCA
100
Secor Capital Advisors
New York
$3.44M +$3.44M +56,362 New
2 3
4
5 6