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LPL Financial
LPLA

Overview Fund Activity

292 hedge funds and large institutions have $5.24B invested in LPL Financial in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.69%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
39
Increased
104
Reduced
114
Closed
40
Calls
$7.01M
Puts
$5.06M
Net Calls
+$1.94M
Net Calls Change
-$9.79M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$47.9M
2
NMVA
New Mountain Vantage Advisers
New York
$98.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$127M
4
FCM
Frontier Capital Management
Massachusetts
$163M
5
SC
Samlyn Capital
New York
$135M

Top Sellers

1
SA
SPO Advisory
California
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$29.8M
3
AL
AJO LP
Pennsylvania
$30.4M
4
Two Sigma Investments
Two Sigma Investments
New York
$2.2M
5
Deutsche Bank
Deutsche Bank
Germany
$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
151
HBK Investments
Texas
$1.05M -$1.91M -29,628 -65%
IP
152
Interval Partners
New York
$1.05M +$1.05M +16,227 New
Wellington Management Group
153
Wellington Management Group
Massachusetts
$971K -$336K -5,209 -26%
Schroder Investment Management Group
154
Schroder Investment Management Group
United Kingdom
$964K +$135K +2,087 +16%
BCM
155
Bayesian Capital Management
New York
$943K -$135K -2,100 -13%
VIA
156
Vident Investment Advisory
Georgia
$943K +$32.7K +507 +4%
YMRC
157
Yorktown Management & Research Company
Virginia
$928K -$1.04M -16,106 -53%
KM
158
Kalos Management
Georgia
$896K +$43.7K +678 +5%
VI
159
Versor Investments
New York
$878K -$852K -13,200 -49%
USAA
160
United Services Automobile Association
Texas
$870K -$24.3K -377 -3%
BF
161
BOK Financial
Oklahoma
$865K +$24.7K +382 +3%
QT
162
Quantbot Technologies
New York
$865K +$452K +7,005 +109%
Principal Financial Group
163
Principal Financial Group
Iowa
$858K +$9.55K +148 +1%
PIA
164
Piedmont Investment Advisors
North Carolina
$855K +$558K +8,657 +188%
XK
165
Xact Kapitalforvaltning
Sweden
$837K +$38.7K +600 +5%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$784K +$291K +4,505 +59%
Citigroup
167
Citigroup
New York
$778K -$253K -3,924 -25%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$774K -$1.11M -17,263 -59%
AB
169
Amalgamated Bank
New York
$774K -$559K -8,659 -42%
RJFSA
170
Raymond James Financial Services Advisors
Florida
$762K -$49.4K -766 -6%
BOTW
171
Bank of the West
California
$761K -$77.4K -1,200 -9%
CSS
172
Cubist Systematic Strategies
Connecticut
$751K +$394K +6,117 +111%
ProShare Advisors
173
ProShare Advisors
Maryland
$741K -$99.5K -1,542 -12%
CCMW
174
Cypress Capital Management (Wyoming)
Wyoming
$732K +$28.1K +435 +4%
FMT
175
First Mercantile Trust
Tennessee
$709K +$29.8K +462 +4%
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7
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