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LPL Financial
LPLA

Overview Fund Activity

290 hedge funds and large institutions have $5.14B invested in LPL Financial in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+47
Holders Change %
+19.34%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
73
Increased
102
Reduced
91
Closed
22
Calls
$13.5M
Puts
$16.2M
Net Calls
-$2.74M
Net Calls Change
-$5.73M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
$106M
2
TCP
Tourbillon Capital Partners
New York
$61.1M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$43.3M
4
NMVA
New Mountain Vantage Advisers
New York
$35.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
HCM
HMI Capital Management
California
$29.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.38M
3
FCIM
Fairview Capital Investment Management
California
$148M
4
Citadel Advisors
Citadel Advisors
Florida
$1.3M
5
ACH
ArrowMark Colorado Holdings
Colorado
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
126
Riverhead Capital Management
Delaware
$1.84M +$818K +13,400 +80%
EMG
127
ETF Managers Group
New Jersey
$1.84M +$375K +6,268 +26%
Citigroup
128
Citigroup
New York
$1.73M -$597K -9,773 -26%
VI
129
Versor Investments
New York
$1.67M -$55K -900 -3%
TAM
130
Tyers Asset Management
Texas
$1.66M +$739K +12,096 +80%
CM
131
Crestline Management
Texas
$1.66M +$1.66M +27,149 New
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$1.61M +$167K +2,731 +12%
WAG
133
Winthrop Advisory Group
Massachusetts
$1.49M +$324K +5,300 +28%
CIBC Asset Management
134
CIBC Asset Management
Ontario, Canada
$1.47M +$1.47M +24,032 New
CC
135
Cipher Capital
New York
$1.44M +$891K +14,589 +163%
TI
136
Trexquant Investment
Connecticut
$1.42M +$1.42M +23,316 New
Ameriprise
137
Ameriprise
Minnesota
$1.41M -$452K -7,398 -24%
T. Rowe Price Associates
138
T. Rowe Price Associates
Maryland
$1.38M -$63.8M -1,044,896 -98%
Rafferty Asset Management
139
Rafferty Asset Management
New York
$1.38M +$199K +3,257 +17%
ERSOT
140
Employees Retirement System of Texas
Texas
$1.34M +$1.34M +22,000 New
KI
141
Koch Industries
Kansas
$1.32M +$1.32M +21,644 New
MCM
142
Matarin Capital Management
New York
$1.31M -$79.6K -1,303 -6%
Citadel Advisors
143
Citadel Advisors
Florida
$1.3M -$49.5M -811,192 -97%
GC
144
Globeflex Capital
California
$1.25M +$21.6K +354 +2%
BCM
145
Bayesian Capital Management
New York
$1.23M +$1.23M +20,119 New
ZIM
146
Zacks Investment Management
Illinois
$1.21M +$60.5K +991 +5%
HighTower Advisors
147
HighTower Advisors
Illinois
$1.17M -$196K -3,207 -14%
AB
148
Amalgamated Bank
New York
$1.15M +$72.9K +1,193 +7%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$1.1M – – –
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$1.1M -$584K -9,563 -35%
4 5
6
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