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LPL Financial
LPLA

Overview Fund Activity

243 hedge funds and large institutions have $4.82B invested in LPL Financial in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+20
Holders Change %
+8.97%
% of All Funds
5.52%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.3%
New
55
Increased
74
Reduced
95
Closed
32
Calls
$8.44M
Puts
$5.45M
Net Calls
+$2.99M
Net Calls Change
+$8.86M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$71.9M
2
AL
2
AJO LP
Pennsylvania
$84.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$104M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$25M
5
WRF
5
Waddell & Reed Financial
Kansas
$22.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$99.5M
3
FCIM
3
Fairview Capital Investment Management
California
$197M
4
Prudential Financial
4
Prudential Financial
New Jersey
$922K
5
FPA
5
First Pacific Advisors
California
$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
126
HBK Investments
Texas
$1.25M +$422K +7,385 +51%
EP
127
Elkfork Partners
Oregon
$1.19M -$94.2K -1,650 -7%
WAG
128
Winthrop Advisory Group
Massachusetts
$1.17M +$1.17M +19,022 New
GCP
129
GSA Capital Partners
United Kingdom
$1.15M -$1.58M -27,573 -58%
GC
130
Globeflex Capital
California
$1.15M -$137K -2,400 -11%
Rafferty Asset Management
131
Rafferty Asset Management
New York
$1.1M +$259K +4,528 +31%
ZIM
132
Zacks Investment Management
Illinois
$1.07M -$1.15M -20,074 -52%
PAG
133
Private Advisor Group
New Jersey
$1.05M +$298K +4,937 +40%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$1.04M +$13.4K +234 +1%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$1.03M -$50K -876 -5%
AB
136
Amalgamated Bank
New York
$1.01M +$55.6K +973 +6%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$983K +$983K +17,211 New
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$979K +$60.4K +1,057 +7%
RCM
139
Riverhead Capital Management
Delaware
$957K -$74.3K -1,300 -7%
AG
140
Aperio Group
California
$950K -$11.8K -207 -1%
URS
141
Utah Retirement Systems
Utah
$935K +$11.4K +200 +1%
MA
142
MUFG Americas
New York
$925K – – –
Prudential Financial
143
Prudential Financial
New Jersey
$922K -$24.2M -424,390 -96%
OAM
144
Oxford Asset Management
United Kingdom
$919K -$2.28M -40,164 -71%
TAM
145
Tyers Asset Management
Texas
$866K -$68.6K -1,200 -7%
BOTW
146
Bank of the West
California
$843K -$68.6K -1,200 -8%
Barclays
147
Barclays
United Kingdom
$778K +$438K +7,662 +129%
BF
148
BOK Financial
Oklahoma
$757K +$11.1K +194 +1%
ProShare Advisors
149
ProShare Advisors
Maryland
$755K +$45K +788 +6%
SSP
150
Sapphire Star Partners
Washington
$740K +$740K +12,951 New
4 5
6
7 8