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LPL Financial
LPLA

Overview Fund Activity

275 hedge funds and large institutions have $4.83B invested in LPL Financial in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-17
Holders Change %
-5.82%
% of All Funds
6.14%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
31
Increased
85
Reduced
124
Closed
47
Calls
$2.82M
Puts
$7.78M
Net Calls
-$4.95M
Net Calls Change
-$6.9M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$91.4M
2
SC
Samlyn Capital
New York
$163M
3
Citadel Advisors
Citadel Advisors
Florida
$39.4M
4
JCM
Junto Capital Management
New York
$31.2M
5
SCA
Southpoint Capital Advisors
New York
$174M

Top Sellers

1
NMVA
New Mountain Vantage Advisers
New York
$35.3M
2
TCP
Tourbillon Capital Partners
New York
$0
3
Deutsche Bank
Deutsche Bank
Germany
$2.69M
4
Invesco
Invesco
Georgia
$147M
5
Renaissance Technologies
Renaissance Technologies
New York
$989K
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$1.54M +$153K +2,503 +11%
SB
127
Suntrust Banks
Georgia
$1.52M +$1.28M +20,881 +524%
OTPPB
128
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.52M +$1.52M +24,808 New
SAM
129
Sawgrass Asset Management
Florida
$1.46M -$690K -11,305 -32%
ARTA
130
A.R.T. Advisors
New York
$1.45M +$1.45M +23,800 New
WAG
131
Winthrop Advisory Group
Massachusetts
$1.43M – – –
N
132
Natixis
France
$1.4M +$1.4M +22,940 New
ZIM
133
Zacks Investment Management
Illinois
$1.29M -$367 -6 -0%
Envestnet Asset Management
134
Envestnet Asset Management
Illinois
$1.29M +$1.29M +21,172 New
Squarepoint
135
Squarepoint
New York
$1.26M -$12.2K -200 -1%
VRS
136
Virginia Retirement Systems
Virginia
$1.26M – – –
PAG
137
Private Advisor Group
New Jersey
$1.26M -$92K -1,506 -7%
Tudor Investment Corp
138
Tudor Investment Corp
Connecticut
$1.25M +$1.06M +17,272 +544%
LPL Financial
139
LPL Financial
California
$1.23M +$123K +2,011 +11%
VI
140
Versor Investments
New York
$1.22M +$391K +6,400 +47%
Barclays
141
Barclays
United Kingdom
$1.21M -$1.4M -22,869 -54%
AB
142
Amalgamated Bank
New York
$1.19M +$453K +7,417 +62%
ZCA
143
Zeke Capital Advisors
Pennsylvania
$1.15M +$84K +1,376 +8%
QSS
144
Quantitative Systematic Strategies
Florida
$1.14M -$579K -9,476 -34%
SSP
145
Sapphire Star Partners
Washington
$1.09M +$22.9K +375 +2%
AFA
146
Abacus FCF Advisors
Florida
$1.08M +$1.08M +17,669 New
GC
147
Guggenheim Capital
Illinois
$1.05M -$30.7K -502 -3%
State of Wisconsin Investment Board
148
State of Wisconsin Investment Board
Wisconsin
$1.01M -$12.2K -200 -1%
Renaissance Technologies
149
Renaissance Technologies
New York
$989K -$27.2M -446,200 -96%
URS
150
Utah Retirement Systems
Utah
$988K -$6.11K -100 -0.6%
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6
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