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LPL Financial
LPLA

Overview Fund Activity

188 hedge funds and large institutions have $2.96B invested in LPL Financial in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 11 closing their positions.

Holders
188
Holders Change
+51
Holders Change %
+37.23%
% of All Funds
4.71%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
64
Increased
54
Reduced
52
Closed
11
Calls
$3.77M
Puts
$13.2M
Net Calls
-$9.43M
Net Calls Change
-$17.6M

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$63.7M
2
Millennium Management
2
Millennium Management
New York
$38.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$240M
4
Victory Capital Management
4
Victory Capital Management
Texas
$32.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$18.8M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$108M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$33.4M
3
FP
3
FPR Partners
California
$281M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$16.5M
5
Invesco
5
Invesco
Georgia
$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
176
D.A. Davidson & Co
Montana
$4K – – –
IWM
177
IHT Wealth Management
Illinois
$4K +$4K +100 New
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +119 New
KT
179
Kanaly Trust
Texas
$3K -$366 -10 -11%
US Bancorp
180
US Bancorp
Minnesota
$3K – – –
Bessemer Group
181
Bessemer Group
New Jersey
$2K +$2K +50 New
WAM
182
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
FQ
183
First Quadrant
California
$1K – – –
EARNEST Partners
184
EARNEST Partners
Georgia
$1K +$1K +29 New
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +32 New
EA
186
Efficient Advisors
Ohio
– -$4.96M -165,854 Closed
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
– -$2.43M -81,310 Closed
Asset Management One
188
Asset Management One
Japan
– -$2.01M -70,268 Closed
Credit Agricole
189
Credit Agricole
France
– -$1.2M -40,038 Closed
WSTAM
190
Wilbanks Smith & Thomas Asset Management
Virginia
– -$819K -27,375 Closed
TG
191
TLP Group
Illinois
– -$164K -5,476 Closed
GT
192
Glenmede Trust
Pennsylvania
– -$89K -3,000 Closed
MCM
193
Maltese Capital Management
New York
– -$75K -2,500 Closed
Walleye Trading
194
Walleye Trading
New York
– -$62K -2,058 Closed
JFA
195
JNBA Financial Advisors
Minnesota
– -$24K -816 Closed
S
196
SignatureFD
Georgia
– -$24K -816 Closed
CF
197
CenterStar Fund
Illinois
– -$132K – –
4 5 6 7
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