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LPL Financial
LPLA

Overview Fund Activity

312 hedge funds and large institutions have $6.28B invested in LPL Financial in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 133 reducing their positions, and 49 closing their positions.

Holders
312
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
99
Reduced
133
Closed
49
Calls
$115M
Puts
$6.73M
Net Calls
+$108M
Net Calls Change
+$59.2M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$114M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$54.4M
3
Nomura Holdings
3
Nomura Holdings
Japan
$39.3M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$106M
5
SSA
5
Schonfeld Strategic Advisors
New York
$30.9M

Top Sellers

1
SC
1
Samlyn Capital
New York
$115M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$207M
3
SCA
3
Southpoint Capital Advisors
New York
$123M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$41.6M
5
American Century Companies
5
American Century Companies
Missouri
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
Calamos Advisors
101
Calamos Advisors
Illinois
$5.49M 67,057 +35,242 +111%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$5.48M 66,900 +66,900 New
TPCM
103
Three Peaks Capital Management
Colorado
$4.7M 57,399 +15,992 +39%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$4.69M 57,287 +38,557 +206%
Natixis Advisors
105
Natixis Advisors
Massachusetts
$4.6M 56,177 -27,237 -33%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$4.47M 54,589 -27,145 -33%
CCMG
107
Clark Capital Management Group
Pennsylvania
$4.47M 54,514 -1,308 -2%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.39M 53,645 -45,670 -46%
AG
109
Aperio Group
California
$4.2M 51,242 -8,100 -14%
Daiwa Securities Group
110
Daiwa Securities Group
Japan
$4.17M 50,884 -5,384 -10%
AII
111
AGF Investments Inc
Ontario, Canada
$4.1M 50,000 – –
NC
112
Northpointe Capital
Michigan
$3.74M 45,669 -12,353 -21%
BAMF
113
BI Asset Management Fondsmaeglerselskab
Denmark
$3.67M 44,815 +44,815 New
Loomis, Sayles & Company
114
Loomis, Sayles & Company
Massachusetts
$3.65M 44,562 +11,125 +33%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$3.59M 43,819 +23,588 +117%
TCM
116
Twin Capital Management
Pennsylvania
$3.47M 42,403 -4,247 -9%
GC
117
Globeflex Capital
California
$3.46M 42,180 -1,495 -3%
CAM
118
Congress Asset Management
Massachusetts
$3.4M 41,468 -4,175 -9%
SEC
119
Seven Eight Capital
New York
$3.38M 41,300 +12,400 +43%
HAI
120
Hennessy Advisors Inc
California
$3.17M 38,700 -1,000 -3%
BPM
121
Bowling Portfolio Management
Ohio
$3.05M 37,229 -1,442 -4%
UBS Group
122
UBS Group
Switzerland
$2.77M 33,845 -13,432 -28%
VCM
123
Voleon Capital Management
California
$2.7M 33,000 +33,000 New
HIS
124
Horizon Investment Services
Indiana
$2.67M 32,619 +23,940 +276%
NEI
125
Northwest & Ethical Investments
Ontario, Canada
$2.54M 31,022 -3,031 -9%
3 4
5
6 7