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LPL Financial
LPLA

Overview Fund Activity

223 hedge funds and large institutions have $4.26B invested in LPL Financial in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
5.57%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
54
Increased
90
Reduced
58
Closed
24
Calls
$9.38M
Puts
$15.3M
Net Calls
-$5.87M
Net Calls Change
+$8.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$66.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.4M
3
JCM
3
Junto Capital Management
New York
$42.6M
4
SC
4
Samlyn Capital
New York
$114M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$126M

Top Sellers

1
FP
1
FPR Partners
California
$0
2
Millennium Management
2
Millennium Management
New York
$16.8M
3
SA
3
SPO Advisory
California
$359M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$23.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$689K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
176
Logan Capital Management
Pennsylvania
$348K – – –
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$346K +$10.4K +201 +3%
Axa
178
Axa
France
$346K +$346K +6,700 New
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$343K +$17.5K +339 +5%
DTL
180
Dynamic Technology Lab
Singapore
$341K +$341K +6,609 New
YMRC
181
Yorktown Management & Research Company
Virginia
$335K +$335K +6,500 New
Squarepoint
182
Squarepoint
New York
$324K -$1.39M -26,981 -81%
IR
183
Invictus RG
Bermuda
$324K +$161K +3,132 +99%
MWM
184
Meridian Wealth Management
Kentucky
$316K +$316K +6,125 New
Barclays
185
Barclays
United Kingdom
$308K -$437K -8,447 -59%
WAM
186
World Asset Management
Michigan
$239K +$239K +4,625 New
VRS
187
Virginia Retirement Systems
Virginia
$227K +$227K +4,400 New
HMS
188
Hanseatic Management Services
New Mexico
$226K -$787K -15,229 -78%
M&T Bank
189
M&T Bank
New York
$213K +$213K +4,145 New
SSA
190
Schonfeld Strategic Advisors
New York
$211K -$1.21M -23,459 -85%
BCM
191
BlueCrest Capital Management
Jersey
$205K +$205K +3,982 New
Comerica Bank
192
Comerica Bank
Texas
$200K +$200K +4,053 New
NIT
193
NumerixS Investment Technologies
British Columbia, Canada
$196K +$109K +2,112 +125%
CIM
194
Contravisory Investment Management
Massachusetts
$181K +$181K +3,510 New
IIC
195
Integrated Investment Consultants
Michigan
$152K -$25.8K -500 -14%
Manulife (Manufacturers Life Insurance)
196
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$146K +$1.55K +30 +1%
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$143K – – –
FMT
198
First Mercantile Trust
Tennessee
$109K -$1.81K -35 -2%
IA
199
IFP Advisors
Florida
$79K +$155 +3 +0.2%
AW
200
Alpha Windward
Massachusetts
$53K -$579K -11,280 -92%
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8
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