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LPL Financial
LPLA

Overview Fund Activity

320 hedge funds and large institutions have $5.51B invested in LPL Financial in 2019 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+45
Holders Change %
+16.36%
% of All Funds
6.94%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
72
Increased
119
Reduced
105
Closed
24
Calls
$94.4M
Puts
$7.68M
Net Calls
+$86.7M
Net Calls Change
+$91.7M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$87.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$180M
3
Deutsche Bank
3
Deutsche Bank
Germany
$49.5M
4
APG Asset Management
4
APG Asset Management
Netherlands
$91.6M
5
EAM
5
Eagle Asset Management
Florida
$36M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$1.48M
2
FCIM
2
Fairview Capital Investment Management
California
$103M
3
SCA
3
Southpoint Capital Advisors
New York
$153M
4
FPA
4
First Pacific Advisors
California
$204M
5
ACL
5
Azora Capital LP
Florida
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$8.9M +$8.9M +127,771 New
SEI Investments
77
SEI Investments
Pennsylvania
$8.35M +$3.73M +53,549 +81%
SGAM
78
Smith Group Asset Management
Texas
$8.25M +$8.25M +118,450 New
Barclays
79
Barclays
United Kingdom
$8.01M +$6.63M +95,168 +480%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$7.81M +$234K +3,362 +3%
EGM
81
Engineers Gate Manager
New York
$7.75M +$216K +3,096 +3%
CS
82
Credit Suisse
Switzerland
$7.56M -$1.37M -19,621 -15%
SC
83
Sovarnum Capital
New York
$7.48M +$2.6M +37,400 +53%
AQR Capital Management
84
AQR Capital Management
Connecticut
$7.43M +$2.57M +36,963 +53%
MAM
85
Martingale Asset Management
Massachusetts
$7.25M +$655K +9,402 +10%
WCM
86
Wildcat Capital Management
New York
$7.08M -$7.43M -106,689 -51%
Boston Partners
87
Boston Partners
Massachusetts
$6.49M +$790K +11,338 +14%
BA
88
Boston Advisors
Massachusetts
$6.31M +$1.64M +23,591 +35%
MC
89
Maverick Capital
Texas
$6.29M +$6.29M +90,360 New
VOYA Investment Management
90
VOYA Investment Management
Georgia
$6.27M +$285K +4,093 +5%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$5.86M -$121K -1,735 -2%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$5.76M +$91.5K +1,314 +2%
Nordea Investment Management
93
Nordea Investment Management
Sweden
$5.24M +$42.9K +616 +0.8%
Legal & General Group
94
Legal & General Group
United Kingdom
$5.09M +$213K +3,060 +4%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$4.96M -$805K -11,560 -14%
PCM
96
Penserra Capital Management
California
$4.77M +$4.73M +63,848 +11,401%
CSS
97
Cubist Systematic Strategies
Connecticut
$4.72M +$3.91M +56,177 +483%
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$4.65M -$338K -4,852 -7%
Daiwa Securities Group
99
Daiwa Securities Group
Japan
$4.57M -$1.01M -14,454 -18%
AG
100
Aperio Group
California
$4.51M +$40.9K +587 +0.9%
2 3
4
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