LPLA icon

LPL Financial
LPLA

Overview Fund Activity

197 hedge funds and large institutions have $3.48B invested in LPL Financial in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.92%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
33
Increased
80
Reduced
66
Closed
28
Calls
$2.94M
Puts
$17.1M
Net Calls
-$14.2M
Net Calls Change
-$12.9M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$399M
2
Vanguard Group
Vanguard Group
Pennsylvania
$373M
3
SC
Samlyn Capital
New York
$62.9M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
$12.4M
5
BIM
Bogle Investment Management
Massachusetts
$13.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$13.2M
2
PCIG
Partners Capital Investment Group
Massachusetts
$149K
3
DIG
Dragoneer Investment Group
California
$0
4
LCM
Laurion Capital Management
New York
$0
5
SA
SPO Advisory
California
$348M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
Sawgrass Asset Management
Florida
$330K +$330K +7,765 New
AL
152
Airain Ltd
Guernsey
$319K -$1.16M -27,242 -78%
HSBC Holdings
153
HSBC Holdings
United Kingdom
$316K – – –
VI
154
Versor Investments
New York
$316K +$316K +7,438 New
Wellington Management Group
155
Wellington Management Group
Massachusetts
$306K -$128K -3,015 -29%
CWM
156
Cornerstone Wealth Management
Missouri
$298K +$298K +6,989 New
US Bancorp
157
US Bancorp
Minnesota
$297K +$278K +6,545 +1,477%
LCM
158
Logan Capital Management
Pennsylvania
$287K +$287K +6,750 New
CSS
159
Cubist Systematic Strategies
Connecticut
$284K -$186K -4,393 -40%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$277K +$26K +611 +10%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$268K +$143K +3,361 +114%
HI
162
HBK Investments
Texas
$260K +$260K +6,126 New
TI
163
Trexquant Investment
Connecticut
$255K -$196K -4,605 -43%
TSS
164
Two Sigma Securities
New York
$217K +$217K +5,121 New
JIR
165
James Investment Research
Ohio
$152K – – –
PCIG
166
Partners Capital Investment Group
Massachusetts
$149K -$24.6M -577,395 -99%
IIC
167
Integrated Investment Consultants
Michigan
$146K -$16.9K -400 -10%
IR
168
Invictus RG
Bermuda
$134K +$104K +2,443 +342%
Manulife (Manufacturers Life Insurance)
169
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119K +$8.99K +211 +8%
Public Employees Retirement Association of Colorado
170
Public Employees Retirement Association of Colorado
Colorado
$118K +$2.21K +52 +2%
MCM
171
McKinley Capital Management
Alaska
$104K +$104K +2,460 New
FMT
172
First Mercantile Trust
Tennessee
$91K -$29.2K -689 -24%
AIG
173
American International Group
New York
$91K -$4.17K -98 -4%
NIT
174
NumerixS Investment Technologies
British Columbia, Canada
$72K -$450K -10,554 -86%
IA
175
IFP Advisors
Florida
$65K -$31.1K -732 -32%
5 6
7
8 9