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LPL Financial
LPLA

Overview Fund Activity

290 hedge funds and large institutions have $5.14B invested in LPL Financial in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+47
Holders Change %
+19.34%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
73
Increased
102
Reduced
91
Closed
22
Calls
$13.5M
Puts
$16.2M
Net Calls
-$2.74M
Net Calls Change
-$5.73M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$106M
2
TCP
2
Tourbillon Capital Partners
New York
$61.1M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$43.3M
4
NMVA
4
New Mountain Vantage Advisers
New York
$35.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
HCM
1
HMI Capital Management
California
$29.4M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.38M
3
FCIM
3
Fairview Capital Investment Management
California
$148M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.3M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
101
Eagle Asset Management
Florida
$3.43M +$193K +3,162 +6%
SAM
102
Sawgrass Asset Management
Florida
$3.34M +$1.65M +27,020 +97%
EGM
103
Engineers Gate Manager
New York
$3.2M +$3.2M +52,359 New
EI
104
EAM Investors
California
$3.18M +$251K +4,106 +9%
Natixis Advisors
105
Natixis Advisors
Massachusetts
$3.08M -$99.5K -1,629 -3%
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
$3.05M +$3.05M +50,000 New
GCP
107
GSA Capital Partners
United Kingdom
$2.98M +$1.75M +28,631 +142%
MCIM
108
Meadow Creek Investment Management
Georgia
$2.91M +$1.29M +21,168 +80%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$2.86M +$196K +3,207 +7%
BIM
110
Bogle Investment Management
Massachusetts
$2.85M +$857K +14,034 +43%
UBS Group
111
UBS Group
Switzerland
$2.84M +$311K +5,092 +12%
CCMG
112
Clark Capital Management Group
Pennsylvania
$2.84M +$400K +6,554 +16%
Barclays
113
Barclays
United Kingdom
$2.68M +$1.85M +30,233 +222%
BPM
114
Blue Pool Management
Hong Kong
$2.64M – – –
CAM
115
Congress Asset Management
Massachusetts
$2.53M +$47K +770 +2%
Squarepoint
116
Squarepoint
New York
$2.48M +$2.1M +34,471 +558%
EP
117
Elkfork Partners
Oregon
$2.29M +$1.02M +16,632 +80%
YMRC
118
Yorktown Management & Research Company
Virginia
$2.25M +$299K +4,900 +15%
TCM
119
Timpani Capital Management
Wisconsin
$2.18M +$502K +8,225 +30%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.03M -$268K -4,381 -12%
JIR
121
James Investment Research
Ohio
$1.97M +$1.97M +32,319 New
VOYA Investment Management
122
VOYA Investment Management
Georgia
$1.96M -$18.8K -308 -1%
GC
123
Guggenheim Capital
Illinois
$1.94M +$218K +3,565 +13%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$1.92M +$873K +14,301 +83%
AG
125
Aperio Group
California
$1.92M +$900K +14,742 +89%
3 4
5
6 7