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LPL Financial
LPLA

Overview Fund Activity

290 hedge funds and large institutions have $5.14B invested in LPL Financial in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+47
Holders Change %
+19.34%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
73
Increased
102
Reduced
91
Closed
22
Calls
$13.5M
Puts
$16.2M
Net Calls
-$2.74M
Net Calls Change
-$5.73M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
$106M
2
TCP
Tourbillon Capital Partners
New York
$61.1M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$43.3M
4
NMVA
New Mountain Vantage Advisers
New York
$35.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
HCM
HMI Capital Management
California
$29.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.38M
3
FCIM
Fairview Capital Investment Management
California
$148M
4
Citadel Advisors
Citadel Advisors
Florida
$1.3M
5
ACH
ArrowMark Colorado Holdings
Colorado
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
151
Dynamic Technology Lab
Singapore
$1.09M +$1.09M +17,810 New
LPL Financial
152
LPL Financial
California
$1.09M -$650K -10,641 -37%
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$1.08M -$30K -492 -3%
UFF
154
USA Financial Formulas
Michigan
$1.08M +$1.08M +17,616 New
Walleye Trading
155
Walleye Trading
New York
$1.07M +$977K +15,994 +1,040%
Man Group
156
Man Group
United Kingdom
$1.06M +$1.06M +17,422 New
MAM
157
Meeder Asset Management
Ohio
$1.04M +$977K +16,032 +1,463%
QSS
158
Quantitative Systematic Strategies
Florida
$1.02M -$456K -7,467 -31%
URS
159
Utah Retirement Systems
Utah
$1M – – –
SAM
160
Symphony Asset Management
California
$903K -$660K -10,795 -42%
BDS
161
Banco de Sabadell
Florida
$881K +$881K +14,700 New
EMG
162
Ellington Management Group
Connecticut
$855K +$855K +14,000 New
USAA
163
United Services Automobile Association
Texas
$847K +$847K +13,870 New
SSP
164
Sapphire Star Partners
Washington
$810K +$18.7K +306 +2%
ProShare Advisors
165
ProShare Advisors
Maryland
$807K -$550 -9 -0.1%
BF
166
BOK Financial
Oklahoma
$806K -$4.34K -71 -0.5%
BOTW
167
Bank of the West
California
$794K -$107K -1,750 -12%
Schroder Investment Management Group
168
Schroder Investment Management Group
United Kingdom
$787K +$787K +12,880 New
Principal Financial Group
169
Principal Financial Group
Iowa
$773K -$1.65K -27 -0.2%
KM
170
Kalos Management
Georgia
$770K +$770K +12,624 New
ACI
171
AMP Capital Investors
Australia
$760K +$760K +12,755 New
BNP Paribas Asset Management
172
BNP Paribas Asset Management
France
$675K +$675K +11,051 New
WSL
173
Western Standard LLC
California
$660K – – –
CSS
174
Cubist Systematic Strategies
Connecticut
$657K +$143K +2,345 +28%
Wolverine Trading
175
Wolverine Trading
Illinois
$628K -$39.6K -648 -6%
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