LPLA icon

LPL Financial
LPLA

Overview Fund Activity

292 hedge funds and large institutions have $5.24B invested in LPL Financial in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 40 closing their positions.

Holders
292
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.69%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
39
Increased
104
Reduced
114
Closed
40
Calls
$7.01M
Puts
$5.06M
Net Calls
+$1.94M
Net Calls Change
-$9.79M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$47.9M
2
NMVA
2
New Mountain Vantage Advisers
New York
$98.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$127M
4
FCM
4
Frontier Capital Management
Massachusetts
$163M
5
SC
5
Samlyn Capital
New York
$135M

Top Sellers

1
SA
1
SPO Advisory
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$29.8M
3
AL
3
AJO LP
Pennsylvania
$30.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
76
Russell Investments Group
United Kingdom
$8.2M -$404K -6,261 -5%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$7.99M -$91K -1,411 -1%
HCMT
78
Highland Capital Management (Texas)
Texas
$7.81M -$2.52M -39,000 -24%
MWNA
79
Marshall Wace North America
New York
$7.45M +$1.07M +16,646 +17%
Citadel Advisors
80
Citadel Advisors
Florida
$7.25M +$7.25M +112,322 New
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$6.72M – – –
Adage Capital Partners
82
Adage Capital Partners
Massachusetts
$6.45M – – –
GHCM
83
Glen Harbor Capital Management
California
$6.28M +$1.68M +26,010 +36%
TPCM
84
Three Peaks Capital Management
Colorado
$6.07M – – –
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$5.9M -$146K -2,260 -2%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$5.84M -$124K -1,916 -2%
Daiwa Securities Group
87
Daiwa Securities Group
Japan
$5.6M -$2.05M -31,820 -27%
MCIM
88
Meadow Creek Investment Management
Georgia
$5.17M +$1.38M +21,420 +36%
OAM
89
Origin Asset Management
United Kingdom
$5.14M +$174K +2,700 +4%
BNP Paribas Asset Management
90
BNP Paribas Asset Management
France
$4.56M +$1.68M +26,079 +58%
CCMG
91
Clark Capital Management Group
Pennsylvania
$4.54M +$262K +4,067 +6%
SEI Investments
92
SEI Investments
Pennsylvania
$4.52M -$3.53M -54,722 -44%
GCP
93
GSA Capital Partners
United Kingdom
$4.47M +$2.05M +31,782 +85%
Nordea Investment Management
94
Nordea Investment Management
Sweden
$4.31M +$1.38M +21,316 +47%
Legal & General Group
95
Legal & General Group
United Kingdom
$4.16M +$152K +2,362 +4%
EP
96
Elkfork Partners
Oregon
$4.07M +$1.09M +16,830 +36%
CEP
97
Chicago Equity Partners
Illinois
$3.98M -$3.72M -57,690 -48%
SCM
98
Stevens Capital Management
Pennsylvania
$3.93M +$1.83M +28,374 +87%
Connor, Clark & Lunn Investment Management (CC&L)
99
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.8M +$1.04M +16,100 +38%
HAI
100
Hennessy Advisors Inc
California
$3.68M -$123K -1,900 -3%
2 3
4
5 6