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LPL Financial
LPLA

Overview Fund Activity

197 hedge funds and large institutions have $3.48B invested in LPL Financial in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.92%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
33
Increased
80
Reduced
66
Closed
28
Calls
$2.94M
Puts
$17.1M
Net Calls
-$14.2M
Net Calls Change
-$12.9M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$399M
2
Vanguard Group
Vanguard Group
Pennsylvania
$373M
3
SC
Samlyn Capital
New York
$62.9M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
$12.4M
5
BIM
Bogle Investment Management
Massachusetts
$13.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$13.2M
2
PCIG
Partners Capital Investment Group
Massachusetts
$149K
3
DIG
Dragoneer Investment Group
California
$0
4
LCM
Laurion Capital Management
New York
$0
5
SA
SPO Advisory
California
$348M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
126
Highbridge Capital Management
New York
$610K +$610K +14,373 New
EP
127
Elkfork Partners
Oregon
$596K +$393K +9,262 +194%
CEP
128
Chicago Equity Partners
Illinois
$587K +$183K +4,320 +45%
CC
129
Cipher Capital
New York
$568K -$13.7K -323 -2%
Rafferty Asset Management
130
Rafferty Asset Management
New York
$556K -$106K -2,493 -16%
WCA
131
Waratah Capital Advisors
Ontario, Canada
$551K +$147K +3,459 +36%
1GA
132
1st Global Advisors
Texas
$541K -$36K -848 -6%
PAG
133
Private Advisor Group
New Jersey
$539K -$120K -2,824 -18%
AW
134
Alpha Windward
Massachusetts
$523K +$20.9K +492 +4%
ProShare Advisors
135
ProShare Advisors
Maryland
$491K -$4.16K -98 -0.8%
RJT
136
Raymond James Trust
Florida
$485K -$48.9K -1,151 -9%
RCM
137
Riverhead Capital Management
Delaware
$480K +$319K +7,501 +197%
BCM
138
Bayesian Capital Management
New York
$478K +$478K +11,261 New
Nuveen Asset Management
139
Nuveen Asset Management
Illinois
$461K -$46.7K -1,100 -9%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$448K – – –
Canada Life
141
Canada Life
Manitoba, Canada
$444K +$131K +3,086 +42%
Pacer Advisors
142
Pacer Advisors
Pennsylvania
$434K +$65.3K +1,538 +18%
TAM
143
Tyers Asset Management
Texas
$433K +$286K +6,736 +194%
RCS
144
Retirement Capital Strategies
California
$428K +$1.75K +41 +0.4%
QSS
145
Quantitative Systematic Strategies
Florida
$410K +$410K +9,754 New
CCM
146
Cadence Capital Management
Massachusetts
$408K -$6.58K -155 -2%
Robeco Institutional Asset Management
147
Robeco Institutional Asset Management
Netherlands
$407K – – –
BF
148
BOK Financial
Oklahoma
$401K +$5.6K +132 +1%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$340K – – –
SG Americas Securities
150
SG Americas Securities
New York
$337K +$155K +3,655 +85%
4 5
6
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