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LPL Financial
LPLA

Overview Fund Activity

292 hedge funds and large institutions have $5.24B invested in LPL Financial in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 40 closing their positions.

Holders
292
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.69%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
39
Increased
104
Reduced
114
Closed
40
Calls
$7.01M
Puts
$5.06M
Net Calls
+$1.94M
Net Calls Change
-$9.79M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$47.9M
2
NMVA
2
New Mountain Vantage Advisers
New York
$98.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$127M
4
FCM
4
Frontier Capital Management
Massachusetts
$163M
5
SC
5
Samlyn Capital
New York
$135M

Top Sellers

1
SA
1
SPO Advisory
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$29.8M
3
AL
3
AJO LP
Pennsylvania
$30.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
101
Eagle Asset Management
Florida
$3.62M -$11.5K -179 -0.3%
AQR Capital Management
102
AQR Capital Management
Connecticut
$3.29M -$343K -5,310 -9%
RCM
103
Riverhead Capital Management
Delaware
$3.27M +$877K +13,600 +37%
SC
104
Sovarnum Capital
New York
$3.23M +$1.94M +30,000 +150%
Morgan Stanley
105
Morgan Stanley
New York
$3.11M -$3.08M -47,725 -50%
TAM
106
Tyers Asset Management
Texas
$2.96M +$790K +12,240 +36%
AG
107
Aperio Group
California
$2.95M +$256K +3,975 +10%
CAM
108
Congress Asset Management
Massachusetts
$2.87M +$269K +4,175 +10%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$2.81M -$188K -2,918 -6%
Barclays
110
Barclays
United Kingdom
$2.76M -$10.7M -165,319 -79%
GC
111
Globeflex Capital
California
$2.74M +$595K +9,219 +28%
EMG
112
ETF Managers Group
New Jersey
$2.68M -$890K -13,799 -25%
PCM
113
Prana Capital Management
Connecticut
$2.62M +$2.62M +40,600 New
Bank of Nova Scotia
114
Bank of Nova Scotia
Ontario, Canada
$2.34M -$6.82M -105,696 -74%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.28M -$64.9K -1,006 -3%
SAM
116
Sawgrass Asset Management
Florida
$2.28M -$672K -10,410 -23%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$2.22M +$934K +14,480 +73%
Two Sigma Investments
118
Two Sigma Investments
New York
$2.2M -$25.9M -400,693 -92%
BGIM
119
Brandywine Global Investment Management
Pennsylvania
$2.17M +$2.17M +33,618 New
ERSOT
120
Employees Retirement System of Texas
Texas
$2.06M – – –
CIBC Asset Management
121
CIBC Asset Management
Ontario, Canada
$2.02M +$244K +3,790 +14%
OAM
122
Oxford Asset Management
United Kingdom
$1.93M +$406K +6,287 +27%
QSS
123
Quantitative Systematic Strategies
Florida
$1.82M +$880K +13,643 +94%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$1.74M -$57.9K -897 -3%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$1.69M -$446K -6,939 -21%
3 4
5
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