LPLA icon

LPL Financial
LPLA

Overview Fund Activity

321 hedge funds and large institutions have $6.38B invested in LPL Financial in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 32 closing their positions.

Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
39
Increased
109
Reduced
144
Closed
32
Calls
$61.4M
Puts
$12.8M
Net Calls
+$48.6M
Net Calls Change
-$38.1M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$96.8M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$70.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$265M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$68.1M
5
American Century Companies
5
American Century Companies
Missouri
$173M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$1.53M
2
FCM
2
Frontier Capital Management
Massachusetts
$136M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$85.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$782M
5
Millennium Management
5
Millennium Management
New York
$7.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
76
Crestline Management
Texas
$9.08M +$9.08M +111,287 New
PCM
77
Penserra Capital Management
California
$8.87M +$3.61M +44,316 +69%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$8.84M -$311K -3,808 -3%
MAM
79
Martingale Asset Management
Massachusetts
$8.58M +$90.2K +1,106 +1%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.1M -$5.33M -65,374 -40%
Man Group
81
Man Group
United Kingdom
$7.96M +$6.02M +73,843 +310%
Millennium Management
82
Millennium Management
New York
$7.95M -$18.7M -229,046 -70%
BA
83
Boston Advisors
Massachusetts
$7.64M +$249K +3,048 +3%
Boston Partners
84
Boston Partners
Massachusetts
$7.46M -$144K -1,766 -2%
BGIM
85
Brandywine Global Investment Management
Pennsylvania
$7.1M +$1.66M +20,355 +31%
Morgan Stanley
86
Morgan Stanley
New York
$7.02M -$6.64M -81,397 -49%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$6.8M +$54.2K +664 +0.8%
N
88
Natixis
France
$6.79M +$4.44M +54,430 +189%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$6.68M -$183K -2,242 -3%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$6.67M -$8.25M -101,081 -55%
CSS
91
Cubist Systematic Strategies
Connecticut
$6.2M +$665K +8,153 +12%
Legal & General Group
92
Legal & General Group
United Kingdom
$6.04M +$70.2K +861 +1%
Nordea Investment Management
93
Nordea Investment Management
Sweden
$5.96M -$183K -2,239 -3%
Citigroup
94
Citigroup
New York
$5.65M +$1.97M +24,206 +54%
MC
95
Maverick Capital
Texas
$5.64M -$1.73M -21,210 -23%
PMAM
96
Picton Mahoney Asset Management
Ontario, Canada
$5.41M -$8.79M -107,785 -62%
AG
97
Aperio Group
California
$4.84M -$443K -5,437 -8%
NC
98
Northpointe Capital
Michigan
$4.73M -$225K -2,764 -5%
Daiwa Securities Group
99
Daiwa Securities Group
Japan
$4.59M -$762K -9,344 -14%
CCMG
100
Clark Capital Management Group
Pennsylvania
$4.55M -$176K -2,152 -4%
2 3
4
5 6