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LPL Financial
LPLA

Overview Fund Activity

320 hedge funds and large institutions have $5.51B invested in LPL Financial in 2019 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+45
Holders Change %
+16.36%
% of All Funds
6.94%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
72
Increased
119
Reduced
105
Closed
24
Calls
$94.4M
Puts
$7.68M
Net Calls
+$86.7M
Net Calls Change
+$91.7M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$87.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$180M
3
Deutsche Bank
3
Deutsche Bank
Germany
$49.5M
4
APG Asset Management
4
APG Asset Management
Netherlands
$91.6M
5
EAM
5
Eagle Asset Management
Florida
$36M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$1.48M
2
FCIM
2
Fairview Capital Investment Management
California
$103M
3
SCA
3
Southpoint Capital Advisors
New York
$153M
4
FPA
4
First Pacific Advisors
California
$204M
5
ACL
5
Azora Capital LP
Florida
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
101
Northpointe Capital
Michigan
$4.23M +$309K +4,439 +8%
CCMG
102
Clark Capital Management Group
Pennsylvania
$4.04M +$1.26M +18,109 +45%
SCM
103
Stevens Capital Management
Pennsylvania
$3.77M +$1.21M +17,312 +47%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$3.53M +$3.23M +46,429 +1,100%
BNP Paribas Asset Management
105
BNP Paribas Asset Management
France
$3.52M +$425K +6,103 +14%
AII
106
AGF Investments Inc
Ontario, Canada
$3.48M +$3.48M +50,000 New
HAI
107
Hennessy Advisors Inc
California
$3.32M -$258K -3,700 -7%
UBS Group
108
UBS Group
Switzerland
$3.27M +$1.45M +20,787 +80%
CAM
109
Congress Asset Management
Massachusetts
$3.18M -$53.3K -765 -2%
Citigroup
110
Citigroup
New York
$3.14M +$390K +5,602 +14%
TPCM
111
Three Peaks Capital Management
Colorado
$2.99M -$901K -12,938 -23%
GC
112
Globeflex Capital
California
$2.89M -$421K -6,048 -13%
SCM
113
Sterling Capital Management
North Carolina
$2.77M +$24.4K +350 +0.9%
JG
114
Jefferies Group
New York
$2.74M +$2.41M +34,605 +736%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$2.66M -$14.6K -209 -0.5%
Voloridge Investment Management
116
Voloridge Investment Management
Florida
$2.65M +$2.65M +38,035 New
GHCM
117
Glen Harbor Capital Management
California
$2.64M -$2.88M -41,310 -52%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$2.61M +$2.19M +31,439 +517%
SAM
119
Sawgrass Asset Management
Florida
$2.46M +$787K +11,305 +47%
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$2.43M +$61.4K +881 +3%
Loomis, Sayles & Company
121
Loomis, Sayles & Company
Massachusetts
$2.33M +$2.33M +33,437 New
ERSOT
122
Employees Retirement System of Texas
Texas
$2.23M – – –
BPM
123
Bowling Portfolio Management
Ohio
$2.23M +$1.76M +25,331 +382%
EMG
124
ETF Managers Group
New Jersey
$2.22M -$196K -2,820 -8%
MCIM
125
Meadow Creek Investment Management
Georgia
$2.17M -$2.37M -34,020 -52%
3 4
5
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