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LPL Financial
LPLA

Overview Fund Activity

321 hedge funds and large institutions have $6.38B invested in LPL Financial in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
39
Increased
109
Reduced
144
Closed
32
Calls
$61.4M
Puts
$12.8M
Net Calls
+$48.6M
Net Calls Change
-$38.1M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$96.8M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$70.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$265M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$68.1M
5
American Century Companies
American Century Companies
Missouri
$173M

Top Sellers

1
AL
AJO LP
Pennsylvania
$1.53M
2
FCM
Frontier Capital Management
Massachusetts
$136M
3
ACH
ArrowMark Colorado Holdings
Colorado
$85.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$782M
5
Millennium Management
Millennium Management
New York
$7.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
126
Chase Investment Counsel
Virginia
$2.52M +$182K +2,236 +8%
JG
127
Jefferies Group
New York
$2.39M -$817K -10,017 -25%
SB
128
Suntrust Banks
Georgia
$2.39M -$74.7K -916 -3%
NLGIA
129
Nippon Life Global Investors Americas
New York
$2.37M +$2.37M +29,050 New
SG Americas Securities
130
SG Americas Securities
New York
$2.36M +$2.24M +27,404 +1,810%
SEC
131
Seven Eight Capital
New York
$2.36M +$294K +3,600 +14%
ZIM
132
Zacks Investment Management
Illinois
$2.32M +$32K +392 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
133
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.31M +$81.6K +1,000 +4%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$2.29M +$816 +10 +0%
BF
135
BOK Financial
Oklahoma
$2.22M -$80K -981 -3%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$2.16M -$957K -11,731 -31%
MWNA
137
Marshall Wace North America
New York
$2.13M +$2.13M +26,092 New
CIBC Asset Management
138
CIBC Asset Management
Ontario, Canada
$2.07M -$315K -3,865 -13%
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$2.02M -$362K -4,441 -15%
ARTA
140
A.R.T. Advisors
New York
$2M -$48.9K -600 -2%
OAM
141
Oxford Asset Management
United Kingdom
$1.96M +$244K +2,995 +14%
PP
142
Paloma Partners
Connecticut
$1.87M +$481K +5,900 +35%
USAA
143
United Services Automobile Association
Texas
$1.85M +$752K +9,223 +68%
WAG
144
Winthrop Advisory Group
Massachusetts
$1.83M – – –
NIPH
145
NN Investment Partners Holdings
Netherlands
$1.81M +$1.7M +20,862 +1,605%
PAG
146
Private Advisor Group
New Jersey
$1.78M +$99.5K +1,219 +6%
Assenagon Asset Management
147
Assenagon Asset Management
Luxembourg
$1.78M +$1.78M +21,810 New
GCP
148
GSA Capital Partners
United Kingdom
$1.78M +$390K +4,780 +28%
SAM
149
Sawgrass Asset Management
Florida
$1.73M -$1.15M -14,065 -40%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$1.65M -$2.48M -30,419 -60%
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