LPLA icon

LPL Financial
LPLA

Overview Fund Activity

275 hedge funds and large institutions have $4.83B invested in LPL Financial in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-17
Holders Change %
-5.82%
% of All Funds
6.14%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
31
Increased
85
Reduced
124
Closed
47
Calls
$2.82M
Puts
$7.78M
Net Calls
-$4.95M
Net Calls Change
-$6.9M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$91.4M
2
SC
2
Samlyn Capital
New York
$163M
3
Citadel Advisors
3
Citadel Advisors
Florida
$39.4M
4
JCM
4
Junto Capital Management
New York
$31.2M
5
SCA
5
Southpoint Capital Advisors
New York
$174M

Top Sellers

1
NMVA
1
New Mountain Vantage Advisers
New York
$35.3M
2
TCP
2
Tourbillon Capital Partners
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$2.69M
4
Invesco
4
Invesco
Georgia
$147M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$989K
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
101
Eagle Asset Management
Florida
$3.21M -$217K -3,558 -6%
HAI
102
Hennessy Advisors Inc
California
$3.14M -$342K -5,600 -10%
EP
103
Elkfork Partners
Oregon
$3.13M -$718K -11,748 -19%
Man Group
104
Man Group
United Kingdom
$3.1M +$1.88M +30,793 +155%
GC
105
Globeflex Capital
California
$2.9M +$306K +5,001 +12%
IP
106
Interval Partners
New York
$2.85M +$1.86M +30,379 +187%
CAM
107
Congress Asset Management
Massachusetts
$2.84M +$120K +1,965 +4%
Deutsche Bank
108
Deutsche Bank
Germany
$2.69M -$41M -673,466 -94%
BNP Paribas Asset Management
109
BNP Paribas Asset Management
France
$2.66M -$1.58M -26,328 -37%
SSA
110
Schonfeld Strategic Advisors
New York
$2.6M +$1.39M +22,800 +116%
RCM
111
Riverhead Capital Management
Delaware
$2.51M -$583K -9,539 -19%
CCMG
112
Clark Capital Management Group
Pennsylvania
$2.44M -$1.86M -30,498 -43%
Citigroup
113
Citigroup
New York
$2.41M +$1.67M +27,392 +227%
SCM
114
Sterling Capital Management
North Carolina
$2.41M +$2.08M +34,100 +640%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$2.35M -$315K -5,163 -12%
TAM
116
Tyers Asset Management
Texas
$2.28M -$522K -8,544 -19%
SCM
117
Stevens Capital Management
Pennsylvania
$2.25M -$1.47M -24,049 -40%
CIBC Asset Management
118
CIBC Asset Management
Ontario, Canada
$2.19M +$269K +4,405 +14%
EMG
119
ETF Managers Group
New Jersey
$2.12M -$418K -6,842 -16%
TI
120
Trexquant Investment
Connecticut
$2.1M +$972K +15,914 +86%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$2.08M -$24.3K -398 -1%
Connor, Clark & Lunn Investment Management (CC&L)
122
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.07M -$1.52M -24,950 -42%
ERSOT
123
Employees Retirement System of Texas
Texas
$1.96M – – –
UBS Group
124
UBS Group
Switzerland
$1.6M +$306K +5,019 +24%
Comerica Bank
125
Comerica Bank
Texas
$1.57M +$4.99K +71 +0.3%
3 4
5
6 7