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LPL Financial
LPLA

Overview Fund Activity

340 hedge funds and large institutions have $7.07B invested in LPL Financial in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+28
Holders Change %
+8.97%
% of All Funds
6.71%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.22%
New
63
Increased
105
Reduced
135
Closed
25
Calls
$70.7M
Puts
$4.61M
Net Calls
+$66.1M
Net Calls Change
-$41.8M

Top Buyers

1
SC
Samlyn Capital
New York
$318M
2
HCM
Highline Capital Management
New York
$47.6M
3
Invesco
Invesco
Georgia
$253M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$115M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$167M

Top Sellers

1
FPA
First Pacific Advisors
California
$175M
2
Prudential Financial
Prudential Financial
New Jersey
$11.4M
3
Nomura Holdings
Nomura Holdings
Japan
$919K
4
FCM
Frontier Capital Management
Massachusetts
$94.6M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$2.84M +$221K +2,395 +8%
MSE
127
MUFG Securities EMEA
United Kingdom
$2.77M +$2.77M +30,000 New
CCMG
128
Clark Capital Management Group
Pennsylvania
$2.7M -$2.33M -25,228 -46%
TCM
129
Twin Capital Management
Pennsylvania
$2.69M -$1.22M -13,240 -31%
Two Sigma Investments
130
Two Sigma Investments
New York
$2.66M +$2.27M +24,564 +579%
HIS
131
Horizon Investment Services
Indiana
$2.57M -$440K -4,772 -15%
WG
132
Winton Group
United Kingdom
$2.51M +$1.13M +12,219 +82%
BAMF
133
BI Asset Management Fondsmaeglerselskab
Denmark
$2.41M -$1.73M -18,747 -42%
Franklin Resources
134
Franklin Resources
California
$2.4M +$2.4M +25,964 New
BPM
135
Bowling Portfolio Management
Ohio
$2.39M -$1.05M -11,376 -31%
ZIM
136
Zacks Investment Management
Illinois
$2.38M +$64.4K +698 +3%
TAM
137
Trillium Asset Management
Massachusetts
$2.38M +$2.38M +25,752 New
CM
138
Castleark Management
Illinois
$2.31M +$2.31M +25,045 New
BF
139
BOK Financial
Oklahoma
$2.18M -$335K -3,637 -13%
WAG
140
Winthrop Advisory Group
Massachusetts
$2.06M -$5.53K -60 -0.3%
HCMT
141
Highland Capital Management (Tennessee)
Tennessee
$2.02M +$2.02M +21,883 New
AB
142
Amalgamated Bank
New York
$1.99M +$62.3K +675 +3%
PAG
143
Private Advisor Group
New Jersey
$1.97M -$41.1K -446 -2%
Asset Management One
144
Asset Management One
Japan
$1.86M -$756K -8,194 -29%
Jennison Associates
145
Jennison Associates
New York
$1.84M +$1.84M +19,927 New
KM
146
Kalos Management
Georgia
$1.82M -$13.9K -151 -0.8%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$1.79M -$132K -1,432 -7%
Lazard Asset Management
148
Lazard Asset Management
New York
$1.73M -$15.2M -165,073 -90%
LPL Financial
149
LPL Financial
California
$1.71M +$29.2K +317 +2%
Comerica Bank
150
Comerica Bank
Texas
$1.63M -$32.7K -342 -2%
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