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LPL Financial
LPLA

Overview Fund Activity

193 hedge funds and large institutions have $3.3B invested in LPL Financial in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
4.81%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
49
Increased
66
Reduced
55
Closed
37
Calls
$11.2M
Puts
$12.5M
Net Calls
-$1.34M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
BlackRock
New York
$140M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$70.3M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$46.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$317M
5
JHIU
Janus Henderson Investors US
Colorado
$358M

Top Sellers

1
FP
FPR Partners
California
$179M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
$0
3
SP
Stockbridge Partners
Massachusetts
$0
4
LCM
Laurion Capital Management
New York
$21.9M
5
HCM
HMI Capital Management
California
$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IR
176
Invictus RG
Bermuda
$28K +$14.4K +367 +105%
AIM
177
Acrospire Investment Management
Illinois
$24K +$24K +600 New
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$21K +$422 +10 +2%
AIL
179
AGF Investments LLC
Ontario, Canada
$19K +$19K +480 New
US Bancorp
180
US Bancorp
Minnesota
$18K +$14.7K +361 +440%
Creative Planning
181
Creative Planning
Kansas
$15K -$10.3K -255 -41%
TRCT
182
Tower Research Capital (TRC)
New York
$9K -$36.7K -877 -80%
FQ
183
First Quadrant
California
$6K +$5.29K +135 +750%
CGT
184
Capital Guardian Trust
California
$6K +$6K +150 New
DADC
185
D.A. Davidson & Co
Montana
$5K – – –
WA
186
WealthTrust-Arizona
Arizona
$5K +$40 +1 +0.8%
JG
187
Jefferies Group
New York
$5K +$5K +122 New
PHK
188
Point72 Hong Kong
Hong Kong
$4K -$6.44K -153 -62%
IWM
189
IHT Wealth Management
Illinois
$4K – – –
PCP
190
Proficio Capital Partners
Massachusetts
$3K +$3K +89 New
WAM
191
Wealthspire Advisors (Maryland)
Maryland
$2K +$895 +17 +81%
EFSCE
192
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
TGHSA
193
TPG Group Holdings (SBS) Advisors
Texas
– -$108M -3,074,476 Closed
SP
194
Stockbridge Partners
Massachusetts
– -$99.2M -2,818,386 Closed
Marshall Wace
195
Marshall Wace
United Kingdom
– -$11M -311,694 Closed
Capital Fund Management (CFM)
196
Capital Fund Management (CFM)
France
– -$6.17M -175,341 Closed
SIM
197
Spark Investment Management
New York
– -$1.74M -49,500 Closed
HCM
198
Highbridge Capital Management
New York
– -$1.69M -47,916 Closed
SCC
199
Steel Canyon Capital
Arizona
– -$1.37M -38,912 Closed
BCM
200
BlueMar Capital Management
Florida
– -$989K -28,100 Closed
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