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LPL Financial
LPLA

Overview Fund Activity

188 hedge funds and large institutions have $2.96B invested in LPL Financial in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+51
Holders Change %
+37.23%
% of All Funds
4.71%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
64
Increased
54
Reduced
52
Closed
11
Calls
$3.77M
Puts
$13.2M
Net Calls
-$9.43M
Net Calls Change
-$17.6M

Top Buyers

1
LCM
Laurion Capital Management
New York
$63.7M
2
Millennium Management
Millennium Management
New York
$38.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$240M
4
Victory Capital Management
Victory Capital Management
Texas
$32.1M
5
Two Sigma Investments
Two Sigma Investments
New York
$18.8M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
$108M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$33.4M
3
FP
FPR Partners
California
$281M
4
BBHC
Brown Brothers Harriman & Co
New York
$16.5M
5
Invesco
Invesco
Georgia
$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
126
Robeco Institutional Asset Management
Netherlands
$338K +$18.4K +523 +6%
BF
127
BOK Financial
Oklahoma
$332K -$3.06K -87 -0.9%
SBIA
128
Sheaff Brock Investment Advisors
Indiana
$307K +$307K +8,705 New
Verition Fund Management
129
Verition Fund Management
Connecticut
$307K +$307K +8,730 New
GEM
130
Global Endowment Management
North Carolina
$301K +$301K +8,540 New
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$282K – – –
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$280K -$92.6K -2,630 -25%
QT
133
Quantbot Technologies
New York
$277K +$277K +7,886 New
HSBC Holdings
134
HSBC Holdings
United Kingdom
$262K -$95.1K -2,700 -27%
Canada Life
135
Canada Life
Manitoba, Canada
$262K -$77.9K -2,200 -23%
Group One Trading
136
Group One Trading
Illinois
$260K +$232K +6,596 +825%
ZDA
137
Zweig-DiMenna Associates
New York
$254K +$254K +7,200 New
IRF
138
IBM Retirement Fund
New York
$245K -$45.4K -1,286 -16%
IIC
139
Ironwood Investment Counsel
Arizona
$243K +$243K +6,900 New
DTL
140
Dynamic Technology Lab
Singapore
$242K +$242K +6,847 New
NP
141
NorthRock Partners
Minnesota
$222K +$222K +6,318 New
GAM
142
Gotham Asset Management
New York
$221K -$114K -3,238 -34%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$211K +$211K +5,990 New
FWM
144
Frontier Wealth Management
Missouri
$209K +$209K +5,942 New
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$208K -$79.9K -2,268 -28%
CIM
146
Calvert Investment Management
Maryland
$203K +$203K +5,765 New
IIC
147
Integrated Investment Consultants
Michigan
$136K -$29.1K -825 -18%
WA
148
WFG Advisors
Texas
$114K -$138K -3,947 -55%
FMT
149
First Mercantile Trust
Tennessee
$107K -$10.5K -300 -9%
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$104K -$2.99K -85 -3%
4 5
6
7 8