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LPL Financial
LPLA

Overview Fund Activity

312 hedge funds and large institutions have $6.28B invested in LPL Financial in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 133 reducing their positions, and 49 closing their positions.

Holders
312
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
99
Reduced
133
Closed
49
Calls
$115M
Puts
$6.73M
Net Calls
+$108M
Net Calls Change
+$59.2M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$114M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$54.4M
3
Nomura Holdings
3
Nomura Holdings
Japan
$39.3M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$106M
5
SSA
5
Schonfeld Strategic Advisors
New York
$30.9M

Top Sellers

1
SC
1
Samlyn Capital
New York
$115M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$207M
3
SCA
3
Southpoint Capital Advisors
New York
$123M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$41.6M
5
American Century Companies
5
American Century Companies
Missouri
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
76
UBS AM
Illinois
$10.1M 123,354 -106,544 -46%
WI
77
WBI Investments
New Jersey
$9.94M 121,314 +115,596 +2,022%
CS
78
Credit Suisse
Switzerland
$9.75M 118,984 +5,824 +5%
ERSOT
79
Employees Retirement System of Texas
Texas
$9.66M 117,988 +85,988 +269%
SGAM
80
Smith Group Asset Management
Texas
$9.66M 117,890 -300 -0.3%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$8.96M 109,351 +965 +0.9%
OAM
82
Origin Asset Management
United Kingdom
$8.72M 106,500 -54,500 -34%
BGIM
83
Brandywine Global Investment Management
Pennsylvania
$8.29M 101,251 +14,164 +16%
BA
84
Boston Advisors
Massachusetts
$8.15M 99,471 +5,846 +6%
MAM
85
Martingale Asset Management
Massachusetts
$7.72M 94,228 -10,996 -10%
Man Group
86
Man Group
United Kingdom
$7.66M 93,565 -4,068 -4%
Boston Partners
87
Boston Partners
Massachusetts
$7.37M 89,924 -1,505 -2%
Renaissance Technologies
88
Renaissance Technologies
New York
$7.19M 87,800 +56,000 +176%
Legal & General Group
89
Legal & General Group
United Kingdom
$6.89M 84,071 +10,079 +14%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$6.61M 80,748 -1,136 -1%
Canada Life
91
Canada Life
Manitoba, Canada
$6.42M 78,199 +67,389 +623%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$6.19M 75,527 -205,200 -73%
Nordea Investment Management
93
Nordea Investment Management
Sweden
$6.07M 74,715 +1,700 +2%
PI
94
Putnam Investments
Massachusetts
$6.04M 73,776 +73,776 New
Russell Investments Group
95
Russell Investments Group
United Kingdom
$5.9M 72,078 -64,659 -47%
N
96
Natixis
France
$5.76M 70,382 -12,897 -15%
Citigroup
97
Citigroup
New York
$5.65M 68,976 -277 -0.4%
CM
98
Crestline Management
Texas
$5.64M 68,850 -42,437 -38%
MC
99
Maverick Capital
Texas
$5.56M 67,934 -1,216 -2%
GC
100
Gillson Capital
Illinois
$5.51M 67,291 +67,291 New
2 3
4
5 6