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LPL Financial
LPLA

Overview Fund Activity

197 hedge funds and large institutions have $3.48B invested in LPL Financial in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 28 closing their positions.

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.92%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
33
Increased
80
Reduced
66
Closed
28
Calls
$2.94M
Puts
$17.1M
Net Calls
-$14.2M
Net Calls Change
-$12.9M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$399M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$373M
3
SC
3
Samlyn Capital
New York
$62.9M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$12.4M
5
BIM
5
Bogle Investment Management
Massachusetts
$13.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.2M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$149K
3
DIG
3
Dragoneer Investment Group
California
$0
4
LCM
4
Laurion Capital Management
New York
$0
5
SA
5
SPO Advisory
California
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
101
UBS Group
Switzerland
$1.18M 27,797 +19,463 +234%
SSA
102
Schonfeld Strategic Advisors
New York
$1.17M 27,543 +27,543 New
PP
103
Paloma Partners
Connecticut
$1.14M 26,784 +2,564 +11%
ARTA
104
A.R.T. Advisors
New York
$1.12M 26,300 -8,300 -24%
AG
105
Aperio Group
California
$1.08M 25,395 -4,579 -15%
CM
106
Crestline Management
Texas
$1.08M 25,319 +25,319 New
MCM
107
Matarin Capital Management
New York
$1.06M 25,034 – –
SAM
108
Symphony Asset Management
California
$1.04M 24,482 -4,398 -15%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$1.04M 24,393 +15,229 +166%
GHCM
110
Glen Harbor Capital Management
California
$921K 21,692 +14,314 +194%
MAM
111
Meeder Asset Management
Ohio
$909K 21,407 +3,081 +17%
GS
112
GAM Systematic
United Kingdom
$888K 20,918 +20,099 +2,454%
Citigroup
113
Citigroup
New York
$847K 19,940 +5,864 +42%
HMS
114
Hanseatic Management Services
New Mexico
$832K 19,602 +83 +0.4%
MCIM
115
Meadow Creek Investment Management
Georgia
$759K 17,864 +11,788 +194%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$747K 17,588 +490 +3%
B
117
Barings
North Carolina
$739K 17,400 -51,800 -75%
AB
118
Amalgamated Bank
New York
$716K 16,860 +4,486 +36%
NFA
119
Nationwide Fund Advisors
Ohio
$712K 16,766 +16,766 New
URS
120
Utah Retirement Systems
Utah
$687K 16,176 +500 +3%
MA
121
MUFG Americas
New York
$687K 16,190 +16,190 New
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$680K 16,008 +16,008 New
BOTW
123
Bank of the West
California
$677K 15,950 – –
Barclays
124
Barclays
United Kingdom
$612K 14,405 -2,941 -17%
IIC
125
Ironwood Investment Counsel
Arizona
$612K 14,425 +8,325 +136%
3 4
5
6 7