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LPL Financial
LPLA

Overview Fund Activity

243 hedge funds and large institutions have $4.82B invested in LPL Financial in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 32 closing their positions.

Holders
243
Holders Change
+20
Holders Change %
+8.97%
% of All Funds
5.52%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.3%
New
55
Increased
74
Reduced
95
Closed
32
Calls
$8.44M
Puts
$5.45M
Net Calls
+$2.99M
Net Calls Change
+$8.86M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$71.9M
2
AL
2
AJO LP
Pennsylvania
$84.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$104M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$25M
5
WRF
5
Waddell & Reed Financial
Kansas
$22.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$99.5M
3
FCIM
3
Fairview Capital Investment Management
California
$197M
4
Prudential Financial
4
Prudential Financial
New Jersey
$922K
5
FPA
5
First Pacific Advisors
California
$241M
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.15M 37,548 -29,168 -44%
AIM
102
Assured Investment Management
New York
$2.01M 35,197 -19,549 -36%
BIM
103
Bogle Investment Management
Massachusetts
$1.86M 32,554 -211,876 -87%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$1.85M 32,322 -1,337 -4%
GHCM
105
Glen Harbor Capital Management
California
$1.84M 32,198 -2,550 -7%
YMRC
106
Yorktown Management & Research Company
Virginia
$1.82M 31,915 +25,415 +391%
Ameriprise
107
Ameriprise
Minnesota
$1.75M 30,542 +237 +0.8%
LPL Financial
108
LPL Financial
California
$1.62M 28,408 -1,282 -4%
VI
109
Versor Investments
New York
$1.61M 28,208 +19,370 +219%
GC
110
Guggenheim Capital
Illinois
$1.61M 28,116 +28,116 New
SAM
111
Sawgrass Asset Management
Florida
$1.58M 27,720 -2,570 -8%
PCM
112
Price Capital Management
Louisiana
$1.58M 27,599 +27,599 New
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$1.58M 27,568 +20,853 +311%
TCM
114
Timpani Capital Management
Wisconsin
$1.57M 27,441 -27,203 -50%
MCIM
115
Meadow Creek Investment Management
Georgia
$1.52M 26,516 -2,100 -7%
SAM
116
Symphony Asset Management
California
$1.46M 25,568 +2,770 +12%
SEC
117
Seven Eight Capital
New York
$1.44M 25,200 -2,800 -10%
EMG
118
ETF Managers Group
New Jersey
$1.4M 24,455 +24,455 New
AP
119
AHL Partners
United Kingdom
$1.38M 24,182 -102,250 -81%
QSS
120
Quantitative Systematic Strategies
Florida
$1.38M 24,130 -7,610 -24%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$1.35M 23,697 -83,085 -78%
CFP
122
Cornerstone Financial Partners
North Carolina
$1.33M 23,295 – –
MCM
123
Matarin Capital Management
New York
$1.3M 22,762 -2,272 -9%
ARTA
124
A.R.T. Advisors
New York
$1.29M 22,500 -18,100 -45%
HighTower Advisors
125
HighTower Advisors
Illinois
$1.27M 22,276 +22,276 New
3 4
5
6 7