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LPL Financial
LPLA

Overview Fund Activity

188 hedge funds and large institutions have $2.96B invested in LPL Financial in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 11 closing their positions.

Holders
188
Holders Change
+51
Holders Change %
+37.23%
% of All Funds
4.71%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
64
Increased
54
Reduced
52
Closed
11
Calls
$3.77M
Puts
$13.2M
Net Calls
-$9.43M
Net Calls Change
-$17.6M

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$63.7M
2
Millennium Management
2
Millennium Management
New York
$38.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$240M
4
Victory Capital Management
4
Victory Capital Management
Texas
$32.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$18.8M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$108M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$33.4M
3
FP
3
FPR Partners
California
$281M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$16.5M
5
Invesco
5
Invesco
Georgia
$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
101
Clinton Group
New York
$743K +$283K +8,042 +62%
BGIM
102
Brandywine Global Investment Management
Pennsylvania
$703K +$703K +19,945 New
CIM
103
Cambria Investment Management
California
$684K -$8.41K -239 -1%
Wolverine Trading
104
Wolverine Trading
Illinois
$668K +$380K +10,787 +132%
Squarepoint
105
Squarepoint
New York
$651K +$651K +18,500 New
CSS
106
Cubist Systematic Strategies
Connecticut
$646K +$285K +8,089 +79%
Tudor Investment Corp
107
Tudor Investment Corp
Connecticut
$630K +$630K +17,899 New
PP
108
Paloma Partners
Connecticut
$604K +$604K +17,178 New
BOTW
109
Bank of the West
California
$562K – – –
URS
110
Utah Retirement Systems
Utah
$552K – – –
PAG
111
Private Advisor Group
New Jersey
$544K -$19.7K -510 -3%
SEC
112
Seven Eight Capital
New York
$506K +$506K +14,367 New
TI
113
Trexquant Investment
Connecticut
$500K +$500K +14,210 New
RJT
114
Raymond James Trust
Florida
$473K -$48.8K -1,386 -9%
NIT
115
NumerixS Investment Technologies
British Columbia, Canada
$465K -$289K -8,200 -38%
QC
116
Quadrature Capital
United Kingdom
$464K +$464K +13,164 New
BCM
117
BlueCrest Capital Management
Jersey
$454K +$454K +12,900 New
FRM
118
Fox Run Management
Connecticut
$440K +$440K +12,500 New
AB
119
Amalgamated Bank
New York
$438K +$54.2K +1,539 +14%
GCA
120
Gideon Capital Advisors
New York
$419K +$419K +11,899 New
CCM
121
Cadence Capital Management
Massachusetts
$391K +$23.9K +679 +7%
ProShare Advisors
122
ProShare Advisors
Maryland
$384K +$5.35K +152 +1%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$372K +$372K +10,551 New
RCS
124
Retirement Capital Strategies
California
$356K – – –
CAM
125
Cacti Asset Management
Georgia
$352K – – –
3 4
5
6 7