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LPL Financial
LPLA

Overview Fund Activity

223 hedge funds and large institutions have $4.26B invested in LPL Financial in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
5.57%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
54
Increased
90
Reduced
58
Closed
24
Calls
$9.38M
Puts
$15.3M
Net Calls
-$5.87M
Net Calls Change
+$8.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$66.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.4M
3
JCM
3
Junto Capital Management
New York
$42.6M
4
SC
4
Samlyn Capital
New York
$114M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$126M

Top Sellers

1
FP
1
FPR Partners
California
$0
2
Millennium Management
2
Millennium Management
New York
$16.8M
3
SA
3
SPO Advisory
California
$359M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$23.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$689K
Name Market Value Shares Shares
Change 		Shares
Change %
3C
101
361 Capital
Colorado
$2.28M 44,142 -48,962 -53%
JIR
102
James Investment Research
Ohio
$2.25M 43,595 +40,020 +1,119%
Arrowstreet Capital
103
Arrowstreet Capital
Massachusetts
$2.16M 41,845 +41,845 New
CAM
104
Congress Asset Management
Massachusetts
$2.14M 41,400 +41,400 New
ARTA
105
A.R.T. Advisors
New York
$2.09M 40,600 +14,300 +54%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$2.09M 40,530 +5,270 +15%
WI
107
WBI Investments
New Jersey
$2.06M 39,851 -696 -2%
ZIM
108
Zacks Investment Management
Illinois
$2M 38,809 +3,676 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
109
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.92M 37,200 +37,200 New
GHCM
110
Glen Harbor Capital Management
California
$1.79M 34,748 +13,056 +60%
Citigroup
111
Citigroup
New York
$1.77M 34,372 +14,432 +72%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$1.74M 33,659 -373 -1%
UBS Group
113
UBS Group
Switzerland
$1.66M 32,151 +4,354 +16%
QSS
114
Quantitative Systematic Strategies
Florida
$1.64M 31,740 +21,986 +225%
Ameriprise
115
Ameriprise
Minnesota
$1.56M 30,305 +333 +1%
SAM
116
Sawgrass Asset Management
Florida
$1.56M 30,290 +22,525 +290%
LPL Financial
117
LPL Financial
California
$1.53M 29,690 +29 +0.1%
MCIM
118
Meadow Creek Investment Management
Georgia
$1.48M 28,616 +10,752 +60%
SEC
119
Seven Eight Capital
New York
$1.44M 28,000 +28,000 New
ICRM
120
Insight Capital Research & Management
California
$1.36M 26,457 +26,457 New
Morgan Stanley
121
Morgan Stanley
New York
$1.36M 26,356 -6,326 -19%
QT
122
Quantbot Technologies
New York
$1.33M 25,870 +25,870 New
MCM
123
Matarin Capital Management
New York
$1.29M 25,034 – –
CFP
124
Cornerstone Financial Partners
North Carolina
$1.2M 23,295 +23,295 New
N
125
Natixis
France
$1.19M 23,007 +23,007 New
3 4
5
6 7