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LPL Financial
LPLA

Overview Fund Activity

321 hedge funds and large institutions have $6.38B invested in LPL Financial in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
39
Increased
109
Reduced
144
Closed
32
Calls
$61.4M
Puts
$12.8M
Net Calls
+$48.6M
Net Calls Change
-$38.1M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$96.8M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$70.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$265M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$68.1M
5
American Century Companies
American Century Companies
Missouri
$173M

Top Sellers

1
AL
AJO LP
Pennsylvania
$1.53M
2
FCM
Frontier Capital Management
Massachusetts
$136M
3
ACH
ArrowMark Colorado Holdings
Colorado
$85.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$782M
5
Millennium Management
Millennium Management
New York
$7.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
151
AJO LP
Pennsylvania
$1.53M -$101M -1,235,520 -99%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$1.53M -$1.53M -18,789 -50%
AB
153
Amalgamated Bank
New York
$1.5M -$90.8K -1,113 -6%
Nomura Holdings
154
Nomura Holdings
Japan
$1.48M +$1.45M +17,756 +6,882%
LPL Financial
155
LPL Financial
California
$1.45M -$67.1K -823 -4%
SOADOR
156
State of Alaska Department of Revenue
Alaska
$1.41M -$13K -160 -0.9%
PFO
157
Pathstone Family Office
New Jersey
$1.38M – – –
EMG
158
ETF Managers Group
New Jersey
$1.38M -$1.17M -14,619 -46%
Comerica Bank
159
Comerica Bank
Texas
$1.37M -$53.3K -625 -4%
SEIA
160
Signature Estate & Investment Advisors
California
$1.36M +$49.1K +602 +4%
AFA
161
Abacus FCF Advisors
Florida
$1.36M -$154K -1,890 -10%
GC
162
Guggenheim Capital
Illinois
$1.32M -$35.2K -432 -3%
YMRC
163
Yorktown Management & Research Company
Virginia
$1.3M +$71.2K +873 +6%
Wellington Management Group
164
Wellington Management Group
Massachusetts
$1.28M +$412K +5,049 +47%
URS
165
Utah Retirement Systems
Utah
$1.28M -$19.7K -242 -2%
EI
166
EAM Investors
California
$1.27M -$428K -5,244 -25%
CWM
167
Cornerstone Wealth Management
Missouri
$1.27M +$363K +4,450 +40%
VI
168
Versor Investments
New York
$1.25M -$821K -10,066 -40%
Verition Fund Management
169
Verition Fund Management
Connecticut
$1.19M +$762K +9,334 +179%
Rafferty Asset Management
170
Rafferty Asset Management
New York
$1.19M -$199K -2,444 -14%
Bank of Nova Scotia
171
Bank of Nova Scotia
Ontario, Canada
$1.18M -$203K -2,484 -15%
NAM
172
NorthCoast Asset Management
Connecticut
$1.18M -$234K -2,866 -17%
XK
173
Xact Kapitalforvaltning
Sweden
$1.18M – – –
CC
174
Cipher Capital
New York
$1.11M +$862K +10,558 +348%
CIBC World Market
175
CIBC World Market
Ontario, Canada
$1.01M +$16.3K +200 +2%
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