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LPL Financial
LPLA

Overview Fund Activity

223 hedge funds and large institutions have $4.26B invested in LPL Financial in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
5.57%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
54
Increased
90
Reduced
58
Closed
24
Calls
$9.38M
Puts
$15.3M
Net Calls
-$5.87M
Net Calls Change
+$8.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$66.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.4M
3
JCM
3
Junto Capital Management
New York
$42.6M
4
SC
4
Samlyn Capital
New York
$114M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$126M

Top Sellers

1
FP
1
FPR Partners
California
$0
2
Millennium Management
2
Millennium Management
New York
$16.8M
3
SA
3
SPO Advisory
California
$359M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$23.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$689K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
126
Symphony Asset Management
California
$1.18M -$86.9K -1,684 -7%
EP
127
Elkfork Partners
Oregon
$1.16M +$435K +8,448 +60%
GC
128
Globeflex Capital
California
$1.16M -$1.19M -23,154 -51%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$1.11M +$1.11M +21,507 New
MAM
130
Meeder Asset Management
Ohio
$1.11M +$3.71K +72 +0.3%
WCA
131
Waratah Capital Advisors
Ontario, Canada
$1.1M +$434K +8,421 +65%
CC
132
Cipher Capital
New York
$1.01M +$325K +6,295 +47%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$975K -$283K -5,484 -22%
RCM
134
Riverhead Capital Management
Delaware
$931K +$348K +6,749 +60%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$927K +$19.5K +378 +2%
B
136
Barings
North Carolina
$897K – – –
AG
137
Aperio Group
California
$868K -$441K -8,554 -34%
AB
138
Amalgamated Bank
New York
$861K -$8.61K -167 -1%
TAM
139
Tyers Asset Management
Texas
$843K +$317K +6,144 +60%
MA
140
MUFG Americas
New York
$835K – – –
URS
141
Utah Retirement Systems
Utah
$834K – – –
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$829K +$3.66K +71 +0.4%
BOTW
143
Bank of the West
California
$823K – – –
Pacer Advisors
144
Pacer Advisors
Pennsylvania
$774K +$247K +4,793 +47%
Rafferty Asset Management
145
Rafferty Asset Management
New York
$760K +$85.3K +1,653 +13%
HI
146
HBK Investments
Texas
$748K +$432K +8,374 +137%
GS
147
GAM Systematic
United Kingdom
$718K -$360K -6,986 -33%
Principal Financial Group
148
Principal Financial Group
Iowa
$689K -$34.2M -662,743 -98%
BF
149
BOK Financial
Oklahoma
$674K +$187K +3,622 +38%
PAG
150
Private Advisor Group
New Jersey
$659K -$13K -245 -2%
4 5
6
7 8