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LPL Financial
LPLA

Overview Fund Activity

340 hedge funds and large institutions have $7.07B invested in LPL Financial in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 25 closing their positions.

Holders
340
Holders Change
+28
Holders Change %
+8.97%
% of All Funds
6.71%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.22%
New
63
Increased
105
Reduced
135
Closed
25
Calls
$70.7M
Puts
$4.61M
Net Calls
+$66.1M
Net Calls Change
-$41.8M

Top Buyers

1
SC
1
Samlyn Capital
New York
$318M
2
HCM
2
Highline Capital Management
New York
$47.6M
3
Invesco
3
Invesco
Georgia
$253M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$115M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$167M

Top Sellers

1
FPA
1
First Pacific Advisors
California
$175M
2
Prudential Financial
2
Prudential Financial
New Jersey
$11.4M
3
Nomura Holdings
3
Nomura Holdings
Japan
$919K
4
FCM
4
Frontier Capital Management
Massachusetts
$94.6M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$18.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
76
Allianz Asset Management
Germany
$10.8M 117,236 -211,879 -64%
BGIM
77
Brandywine Global Investment Management
Pennsylvania
$10.4M 110,756 +9,505 +9%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$10.2M 110,330 +94,857 +613%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$9.8M 106,260 -60,560 -36%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$9.8M 106,201 -3,150 -3%
Ameriprise
81
Ameriprise
Minnesota
$9.72M 105,399 -157,825 -60%
SEI Investments
82
SEI Investments
Pennsylvania
$9.58M 104,387 -38,047 -27%
Two Sigma Advisers
83
Two Sigma Advisers
New York
$9.03M 97,850 +22,323 +30%
UCFA
84
United Capital Financial Advisors
Texas
$8.61M 93,291 +93,291 New
Legal & General Group
85
Legal & General Group
United Kingdom
$8.44M 91,475 +7,404 +9%
UONDDL
86
University of Notre Dame du Lac
Indiana
$8.23M 89,235 +89,235 New
Renaissance Technologies
87
Renaissance Technologies
New York
$7.79M 84,400 -3,400 -4%
GC
88
Gillson Capital
Illinois
$7.63M 82,743 +15,452 +23%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$7.53M 81,592 +844 +1%
OAM
90
Origin Asset Management
United Kingdom
$7.52M 81,500 -25,000 -23%
Federated Hermes
91
Federated Hermes
Pennsylvania
$7.4M 80,203 -139,080 -63%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$7.29M 79,050 +6,972 +10%
MAM
93
Martingale Asset Management
Massachusetts
$7.2M 77,984 -16,244 -17%
Nordea Investment Management
94
Nordea Investment Management
Sweden
$7.1M 76,403 +1,688 +2%
AII
95
AGF Investments Inc
Ontario, Canada
$6.92M 75,000 +25,000 +50%
Calamos Advisors
96
Calamos Advisors
Illinois
$6.84M 74,173 +7,116 +11%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$6.67M 72,278 +16,101 +29%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$6.45M 69,936 +15,347 +28%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$5.6M 60,688 -6,212 -9%
Barclays
100
Barclays
United Kingdom
$5.46M 59,178 -70,500 -54%
2 3
4
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