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LPL Financial

275 hedge funds and large institutions have $4.83B invested in LPL Financial in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-17
Holders Change %
-5.82%
% of All Funds
6.14%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
31
Increased
85
Reduced
124
Closed
47
Calls
$2.82M
Puts
$7.78M
Net Calls
-$4.95M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
151
Timpani Capital Management
Wisconsin
$933K -$421K -6,900 -31%
YMRC
152
Yorktown Management & Research Company
Virginia
$918K +$38.9K +637 +4%
Rafferty Asset Management
153
Rafferty Asset Management
New York
$912K -$344K -5,630 -27%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$886K +$382K +6,248 +76%
XK
155
Xact Kapitalforvaltning
Sweden
$884K +$91.6K +1,500 +12%
KM
156
Kalos Management
Georgia
$863K +$14.4K +236 +2%
BF
157
BOK Financial
Oklahoma
$842K +$24K +394 +3%
NICM
158
Neo Ivy Capital Management
New York
$832K +$832K +13,628 New
USAA
159
United Services Automobile Association
Texas
$824K
FMT
160
First Mercantile Trust
Tennessee
$742K +$71K +1,162 +11%
GCP
161
GSA Capital Partners
United Kingdom
$734K -$3.5M -57,283 -83%
BOTW
162
Bank of the West
California
$734K +$12.5K +205 +2%
CIBC World Market
163
CIBC World Market
Ontario, Canada
$733K
CSS
164
Cubist Systematic Strategies
Connecticut
$710K -$1.47K -24 -0.2%
ProShare Advisors
165
ProShare Advisors
Maryland
$660K -$41.2K -675 -6%
CCMW
166
Cypress Capital Management (Wyoming)
Wyoming
$656K -$37K -605 -5%
Canada Life
167
Canada Life
Manitoba, Canada
$648K +$67.1K +1,140 +12%
SOADOR
168
State of Alaska Department of Revenue
Alaska
$647K -$5.55K -91 -0.9%
OSIA
169
O'Shares Investment Advisers
Massachusetts
$620K +$620K +10,143 New
PP
170
Paloma Partners
Connecticut
$619K +$140K +2,288 +29%
RCS
171
Retirement Capital Strategies
California
$613K
B
172
Barings
North Carolina
$611K
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$582K -$5.31K -87 -0.9%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$574K +$41.3K +676 +8%
CIC
175
Chase Investment Counsel
Virginia
$565K -$13.4K -220 -2%