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LPL Financial
LPLA

Overview Fund Activity

223 hedge funds and large institutions have $4.26B invested in LPL Financial in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
5.57%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
54
Increased
90
Reduced
58
Closed
24
Calls
$9.38M
Puts
$15.3M
Net Calls
-$5.87M
Net Calls Change
+$8.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$66.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.4M
3
JCM
3
Junto Capital Management
New York
$42.6M
4
SC
4
Samlyn Capital
New York
$114M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$126M

Top Sellers

1
FP
1
FPR Partners
California
$0
2
Millennium Management
2
Millennium Management
New York
$16.8M
3
SA
3
SPO Advisory
California
$359M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$23.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$689K
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
151
ProShare Advisors
Maryland
$641K +$45.1K +875 +8%
RJT
152
Raymond James Trust
Florida
$618K +$29.3K +568 +5%
CSS
153
Cubist Systematic Strategies
Connecticut
$615K +$270K +5,233 +78%
IIC
154
Ironwood Investment Counsel
Arizona
$607K -$136K -2,645 -18%
Jane Street
155
Jane Street
New York
$598K +$598K +11,588 New
WSL
156
Western Standard LLC
California
$557K +$557K +10,800 New
PG
157
PEAK6 Group
Illinois
$555K +$555K +10,769 New
Canada Life
158
Canada Life
Manitoba, Canada
$539K – – –
Tudor Investment Corp
159
Tudor Investment Corp
Connecticut
$539K +$539K +10,443 New
RCS
160
Retirement Capital Strategies
California
$534K – – –
HCM
161
Highbridge Capital Management
New York
$502K -$240K -4,645 -32%
Robeco Institutional Asset Management
162
Robeco Institutional Asset Management
Netherlands
$495K – – –
CCMW
163
Cypress Capital Management (Wyoming)
Wyoming
$481K +$481K +9,330 New
VI
164
Versor Investments
New York
$456K +$72.2K +1,400 +19%
HIM
165
Hillsdale Investment Management
Ontario, Canada
$452K +$452K +8,760 New
CWM
166
Cornerstone Wealth Management
Missouri
$451K +$78.8K +1,480 +21%
Verition Fund Management
167
Verition Fund Management
Connecticut
$436K +$436K +8,463 New
BBHC
168
Brown Brothers Harriman & Co
New York
$433K -$8.18M -158,600 -95%
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$413K – – –
New York State Teachers Retirement System (NYSTRS)
170
New York State Teachers Retirement System (NYSTRS)
New York
$402K +$402K +7,800 New
QC
171
Quadrature Capital
United Kingdom
$400K +$400K +7,761 New
HSBC Holdings
172
HSBC Holdings
United Kingdom
$384K – – –
VFPI
173
Vantage Financial Partners (Illinois)
Illinois
$364K +$364K +16,700 New
US Bancorp
174
US Bancorp
Minnesota
$354K -$5.92K -115 -2%
GCA
175
Gideon Capital Advisors
New York
$352K +$352K +6,825 New
5 6
7
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