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LPL Financial
LPLA

Overview Fund Activity

193 hedge funds and large institutions have $3.3B invested in LPL Financial in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 37 closing their positions.

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
4.81%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
49
Increased
66
Reduced
55
Closed
37
Calls
$11.2M
Puts
$12.5M
Net Calls
-$1.34M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
1
BlackRock
New York
$140M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$70.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$46.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$317M
5
JHIU
5
Janus Henderson Investors US
Colorado
$358M

Top Sellers

1
FP
1
FPR Partners
California
$179M
2
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$0
3
SP
3
Stockbridge Partners
Massachusetts
$0
4
LCM
4
Laurion Capital Management
New York
$21.9M
5
HCM
5
HMI Capital Management
California
$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
3C
101
361 Capital
Colorado
$879K +$879K +22,064 New
HMS
102
Hanseatic Management Services
New Mexico
$777K -$89.6K -2,251 -10%
MAM
103
Meeder Asset Management
Ohio
$730K +$685K +17,197 +1,523%
Allianz Asset Management
104
Allianz Asset Management
Germany
$701K +$701K +17,581 New
Barclays
105
Barclays
United Kingdom
$690K -$566K -14,239 -45%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$681K -$1.2M -30,023 -64%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$655K +$338K +8,483 +107%
SEC
108
Seven Eight Capital
New York
$640K +$67.7K +1,700 +12%
BOTW
109
Bank of the West
California
$635K – – –
URS
110
Utah Retirement Systems
Utah
$624K – – –
Rafferty Asset Management
111
Rafferty Asset Management
New York
$620K +$620K +15,576 New
PAG
112
Private Advisor Group
New Jersey
$600K +$53.8K +1,387 +10%
Citigroup
113
Citigroup
New York
$561K +$498K +12,485 +785%
CC
114
Cipher Capital
New York
$546K +$546K +13,692 New
1GA
115
1st Global Advisors
Texas
$541K +$541K +13,580 New
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$519K +$519K +13,026 New
GCA
117
Gideon Capital Advisors
New York
$514K +$39.7K +997 +8%
RJT
118
Raymond James Trust
Florida
$500K -$34.6K -870 -6%
AB
119
Amalgamated Bank
New York
$493K -$2.23K -56 -0.5%
NIT
120
NumerixS Investment Technologies
British Columbia, Canada
$488K -$38.2K -958 -7%
UFF
121
USA Financial Formulas
Michigan
$483K +$483K +12,126 New
Nuveen Asset Management
122
Nuveen Asset Management
Illinois
$476K +$476K +11,948 New
AW
123
Alpha Windward
Massachusetts
$471K +$471K +11,820 New
VKH
124
Virtu KCG Holdings
New York
$467K -$791K -19,849 -63%
ProShare Advisors
125
ProShare Advisors
Maryland
$464K +$29.6K +744 +7%
3 4
5
6 7