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LPL Financial
LPLA

Overview Fund Activity

197 hedge funds and large institutions have $3.48B invested in LPL Financial in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.92%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
33
Increased
80
Reduced
66
Closed
28
Calls
$2.94M
Puts
$17.1M
Net Calls
-$14.2M
Net Calls Change
-$12.9M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$399M
2
Vanguard Group
Vanguard Group
Pennsylvania
$373M
3
SC
Samlyn Capital
New York
$62.9M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
$12.4M
5
BIM
Bogle Investment Management
Massachusetts
$13.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$13.2M
2
PCIG
Partners Capital Investment Group
Massachusetts
$149K
3
DIG
Dragoneer Investment Group
California
$0
4
LCM
Laurion Capital Management
New York
$0
5
SA
SPO Advisory
California
$348M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$54K -$1.11K -26 -2%
Group One Trading
177
Group One Trading
Illinois
$51K +$51K +1,199 New
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$43K – – –
ClearBridge Investments
179
ClearBridge Investments
New York
$31K +$31K +731 New
WA
180
WFG Advisors
Texas
$21K -$68.3K -1,625 -76%
AG
181
Advisor Group
Arizona
$21K -$19.1K -470 -48%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$21K – – –
AIL
183
AGF Investments LLC
Ontario, Canada
$21K +$87 +2 +0.4%
NA
184
NewEdge Advisors
Louisiana
$19.5K +$19.5K +457 New
BWA
185
BDO Wealth Advisors
Florida
$10K +$10K +234 New
TG
186
TLP Group
Illinois
$7K +$7K +154 New
FQ
187
First Quadrant
California
$6K – – –
LWCFA
188
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$6K +125 New
OIA
189
OneDigital Investment Advisors
Kansas
$6K +$6K +130 New
DADC
190
D.A. Davidson & Co
Montana
$5K – – –
WA
191
WealthTrust-Arizona
Arizona
$3K -$1.93K -49 -39%
PCP
192
Proficio Capital Partners
Massachusetts
$2K -$3.09K -54 -61%
WAM
193
Wealthspire Advisors (Maryland)
Maryland
$2K +$190 +4 +11%
EFSCE
194
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
IWM
195
IHT Wealth Management
Illinois
$759 – – –
DIG
196
Dragoneer Investment Group
California
– -$22.5M -566,096 Closed
LCM
197
Laurion Capital Management
New York
– -$21.9M -550,866 Closed
Arrowstreet Capital
198
Arrowstreet Capital
Massachusetts
– -$15.5M -389,536 Closed
KCM
199
Kingdon Capital Management
New York
– -$11.8M -297,057 Closed
PI
200
PineBridge Investments
New York
– -$2.53M -63,547 Closed
5 6 7
8
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