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LPL Financial
LPLA

Overview Fund Activity

294 hedge funds and large institutions have $5.51B invested in LPL Financial in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 117 reducing their positions, and 32 closing their positions.

Holders
294
Holders Change
+4
Holders Change %
+1.38%
% of All Funds
6.74%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
40
Increased
110
Reduced
117
Closed
32
Calls
$26.7M
Puts
$14.9M
Net Calls
+$11.7M
Net Calls Change
+$14.5M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$147M
2
Invesco
2
Invesco
Georgia
$193M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$36.2M
4
FCM
4
Frontier Capital Management
Massachusetts
$147M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$69.5M

Top Sellers

1
SA
1
SPO Advisory
California
$147M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
MWNA
3
Marshall Wace North America
New York
$6.48M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$112M
5
FPA
5
First Pacific Advisors
California
$228M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
76
ClariVest Asset Management
California
$9.47M 144,431 -14,677 -9%
Bank of Nova Scotia
77
Bank of Nova Scotia
Ontario, Canada
$9.31M 142,000 +142,000 New
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$9.14M 139,374 +986 +0.7%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$8.74M 133,296 -18,418 -12%
CWM
80
Cornerstone Wealth Management
Missouri
$8.39M 553,704 +545,530 +6,674%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$8.21M 125,273 +98,845 +374%
SEI Investments
82
SEI Investments
Pennsylvania
$8.18M 124,818 +18,876 +18%
CEP
83
Chicago Equity Partners
Illinois
$7.82M 119,385 +119,385 New
Daiwa Securities Group
84
Daiwa Securities Group
Japan
$7.78M 118,656 -34,312 -22%
Marshall Wace
85
Marshall Wace
United Kingdom
$7.7M 117,453 +117,453 New
Hudson Bay Capital Management
86
Hudson Bay Capital Management
Connecticut
$7.3M 111,302 -35,509 -24%
Voloridge Investment Management
87
Voloridge Investment Management
Florida
$7.07M 107,925 +101,621 +1,612%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$6.83M 104,159 -4,155 -4%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$6.55M 100,000 +50,000 +100%
MWNA
90
Marshall Wace North America
New York
$6.48M 98,848 -730,822 -88%
Morgan Stanley
91
Morgan Stanley
New York
$6.29M 95,998 -198,059 -67%
TPCM
92
Three Peaks Capital Management
Colorado
$6.16M 94,027 -75,084 -44%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$6.14M 93,640 +2,320 +3%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$6.06M 92,488 +42,058 +83%
BIM
95
Bogle Investment Management
Massachusetts
$5.31M 80,944 +34,356 +74%
OAM
96
Origin Asset Management
United Kingdom
$5.05M 77,000 +77,000 New
Squarepoint
97
Squarepoint
New York
$4.91M 74,982 +34,332 +84%
GHCM
98
Glen Harbor Capital Management
California
$4.68M 71,366 +13,464 +23%
CCMG
99
Clark Capital Management Group
Pennsylvania
$4.35M 66,296 +19,828 +43%
PP
100
PDT Partners
New York
$4.18M 63,811 -23,389 -27%
2 3
4
5 6