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LPL Financial
LPLA

Overview Fund Activity

294 hedge funds and large institutions have $5.51B invested in LPL Financial in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+4
Holders Change %
+1.38%
% of All Funds
6.74%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
40
Increased
110
Reduced
117
Closed
32
Calls
$26.7M
Puts
$14.9M
Net Calls
+$11.7M
Net Calls Change
+$14.5M

Top Buyers

1
SCA
Southpoint Capital Advisors
New York
$147M
2
Invesco
Invesco
Georgia
$193M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$36.2M
4
FCM
Frontier Capital Management
Massachusetts
$147M
5
VNIM
Vaughan Nelson Investment Management
Texas
$69.5M

Top Sellers

1
SA
SPO Advisory
California
$147M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
MWNA
Marshall Wace North America
New York
$6.48M
4
ACH
ArrowMark Colorado Holdings
Colorado
$112M
5
FPA
First Pacific Advisors
California
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
Treasurer of the State of North Carolina
151
Treasurer of the State of North Carolina
North Carolina
$1.3M +$766K +11,693 +142%
Nomura Holdings
152
Nomura Holdings
Japan
$1.2M -$765K -11,672 -39%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$1.2M +$16.9K +258 +1%
State of Wisconsin Investment Board
154
State of Wisconsin Investment Board
Wisconsin
$1.14M -$25.1K -383 -2%
LPL Financial
155
LPL Financial
California
$1.13M -$31.9K -486 -3%
BCM
156
Bayesian Capital Management
New York
$1.1M -$223K -3,400 -17%
URS
157
Utah Retirement Systems
Utah
$1.07M – – –
UFF
158
USA Financial Formulas
Michigan
$1.07M -$5.74K -94 -0.5%
Citigroup
159
Citigroup
New York
$1.05M -$813K -12,406 -44%
VRS
160
Virginia Retirement Systems
Virginia
$983K +$708K +10,800 +257%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$960K -$222K -3,389 -19%
PAG
162
Private Advisor Group
New Jersey
$960K +$517K +7,842 +117%
QSS
163
Quantitative Systematic Strategies
Florida
$951K -$141K -2,152 -13%
VIA
164
Vident Investment Advisory
Georgia
$925K +$648K +9,886 +234%
USAA
165
United Services Automobile Association
Texas
$909K – – –
SSP
166
Sapphire Star Partners
Washington
$909K +$39.7K +606 +5%
GC
167
Guggenheim Capital
Illinois
$878K -$1.2M -18,285 -58%
KM
168
Kalos Management
Georgia
$866K +$39K +595 +5%
Principal Financial Group
169
Principal Financial Group
Iowa
$862K +$32.3K +492 +4%
ProShare Advisors
170
ProShare Advisors
Maryland
$854K -$12.3K -188 -1%
BF
171
BOK Financial
Oklahoma
$854K -$11K -168 -1%
BOTW
172
Bank of the West
California
$852K – – –
Schroder Investment Management Group
173
Schroder Investment Management Group
United Kingdom
$850K -$1.45K -22 -0.2%
RJFSA
174
Raymond James Financial Services Advisors
Florida
$824K +$824K +12,571 New
BDS
175
Banco de Sabadell
Florida
$818K -$149K -2,269 -15%
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