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LPL Financial
LPLA

Overview Fund Activity

294 hedge funds and large institutions have $5.51B invested in LPL Financial in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 117 reducing their positions, and 32 closing their positions.

Holders
294
Holders Change
+4
Holders Change %
+1.38%
% of All Funds
6.74%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
40
Increased
110
Reduced
117
Closed
32
Calls
$26.7M
Puts
$14.9M
Net Calls
+$11.7M
Net Calls Change
+$14.5M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$147M
2
Invesco
2
Invesco
Georgia
$193M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$36.2M
4
FCM
4
Frontier Capital Management
Massachusetts
$147M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$69.5M

Top Sellers

1
SA
1
SPO Advisory
California
$147M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
MWNA
3
Marshall Wace North America
New York
$6.48M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$112M
5
FPA
5
First Pacific Advisors
California
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
101
Canada Pension Plan Investment Board
Ontario, Canada
$4.1M -$1.04M -15,900 -20%
Legal & General Group
102
Legal & General Group
United Kingdom
$4.07M -$287K -4,376 -7%
HAI
103
Hennessy Advisors Inc
California
$3.86M -$249K -3,800 -6%
MCIM
104
Meadow Creek Investment Management
Georgia
$3.85M +$727K +11,088 +23%
EGM
105
Engineers Gate Manager
New York
$3.82M +$386K +5,893 +11%
AQR Capital Management
106
AQR Capital Management
Connecticut
$3.69M -$12.6M -192,139 -77%
EAM
107
Eagle Asset Management
Florida
$3.69M +$3.67K +56 +0.1%
MAM
108
Martingale Asset Management
Massachusetts
$3.65M +$3.65M +55,715 New
N
109
Natixis
France
$3.57M +$3.57M +54,533 New
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$3.05M -$19K -290 -0.6%
EP
111
Elkfork Partners
Oregon
$3.03M +$571K +8,712 +23%
HI
112
HBK Investments
Texas
$3.01M -$2.83M -43,124 -48%
SAM
113
Sawgrass Asset Management
Florida
$2.99M -$594K -9,070 -17%
Nordea Investment Management
114
Nordea Investment Management
Sweden
$2.98M +$2.98M +45,496 New
BNP Paribas Asset Management
115
BNP Paribas Asset Management
France
$2.93M +$2.2M +33,624 +304%
BPM
116
Blue Pool Management
Hong Kong
$2.84M – – –
Connor, Clark & Lunn Investment Management (CC&L)
117
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.8M +$2.8M +42,750 New
AG
118
Aperio Group
California
$2.74M +$684K +10,431 +33%
CAM
119
Congress Asset Management
Massachusetts
$2.64M -$77.8K -1,187 -3%
DCM
120
Dupont Capital Management
Delaware
$2.49M +$2.49M +38,010 New
GCP
121
GSA Capital Partners
United Kingdom
$2.46M -$737K -11,248 -23%
TCM
122
Timpani Capital Management
Wisconsin
$2.44M +$102K +1,549 +4%
RCM
123
Riverhead Capital Management
Delaware
$2.43M +$452K +6,900 +23%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.38M +$205K +3,124 +9%
TAM
125
Tyers Asset Management
Texas
$2.2M +$415K +6,336 +23%
3 4
5
6 7