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LPL Financial
LPLA

Overview Fund Activity

193 hedge funds and large institutions have $3.3B invested in LPL Financial in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
4.81%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
49
Increased
66
Reduced
55
Closed
37
Calls
$11.2M
Puts
$12.5M
Net Calls
-$1.34M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
BlackRock
New York
$140M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$70.3M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$46.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$317M
5
JHIU
Janus Henderson Investors US
Colorado
$358M

Top Sellers

1
FP
FPR Partners
California
$179M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
$0
3
SP
Stockbridge Partners
Massachusetts
$0
4
LCM
Laurion Capital Management
New York
$21.9M
5
HCM
HMI Capital Management
California
$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIM
151
Meadow Creek Investment Management
Georgia
$242K +$242K +6,076 New
MIAN
152
Mariner Independent Advisor Network
Kansas
$240K +$240K +6,017 New
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$235K – – –
FWM
154
Frontier Wealth Management
Missouri
$232K -$4.25K -107 -2%
PAM
155
Princeton Alpha Management
New Jersey
$217K -$712K -17,890 -77%
EP
156
Elkfork Partners
Oregon
$190K +$190K +4,774 New
SG Americas Securities
157
SG Americas Securities
New York
$171K +$171K +4,288 New
IIC
158
Integrated Investment Consultants
Michigan
$153K – – –
RCM
159
Riverhead Capital Management
Delaware
$151K +$151K +3,800 New
JIR
160
James Investment Research
Ohio
$142K +$142K +3,575 New
TAM
161
Tyers Asset Management
Texas
$138K +$138K +3,472 New
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$118K – – –
FMT
163
First Mercantile Trust
Tennessee
$113K -$8.53K -214 -7%
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$108K -$1.39K -35 -1%
Manulife (Manufacturers Life Insurance)
165
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103K – – –
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$99K +$1.37K +34 +1%
FPF
167
FNY Partners Fund
New York
$96K +$96K +2,426 New
IA
168
IFP Advisors
Florida
$90K +$119 +3 +0.1%
AIG
169
American International Group
New York
$89K -$9.47K -238 -10%
WA
170
WFG Advisors
Texas
$85K -$45K -1,125 -35%
LTFS
171
Ladenburg Thalmann Financial Services
Florida
$51K +$12.8K +323 +33%
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$39K – – –
AG
173
Advisor Group
Arizona
$39K +$3.72K +94 +11%
Russell Investments Group
174
Russell Investments Group
United Kingdom
$38K -$8.29K -208 -18%
GS
175
GAM Systematic
United Kingdom
$33K +$33K +819 New
5 6
7
8 9