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LPL Financial
LPLA

Overview Fund Activity

243 hedge funds and large institutions have $4.82B invested in LPL Financial in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+20
Holders Change %
+8.97%
% of All Funds
5.52%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.3%
New
55
Increased
74
Reduced
95
Closed
32
Calls
$8.44M
Puts
$5.45M
Net Calls
+$2.99M
Net Calls Change
+$8.86M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$71.9M
2
AL
2
AJO LP
Pennsylvania
$84.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$104M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$25M
5
WRF
5
Waddell & Reed Financial
Kansas
$22.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$99.5M
3
FCIM
3
Fairview Capital Investment Management
California
$197M
4
Prudential Financial
4
Prudential Financial
New Jersey
$922K
5
FPA
5
First Pacific Advisors
California
$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
176
State of Alaska Department of Revenue
Alaska
$371K +$371K +6,500 New
Squarepoint
177
Squarepoint
New York
$353K -$6.46K -113 -2%
WCA
178
Waratah Capital Advisors
Ontario, Canada
$323K -$901K -15,753 -74%
MWM
179
Meridian Wealth Management
Kentucky
$316K – – –
NIT
180
NumerixS Investment Technologies
British Columbia, Canada
$303K +$85.8K +1,500 +39%
HMS
181
Hanseatic Management Services
New Mexico
$286K +$35.7K +624 +14%
VRS
182
Virginia Retirement Systems
Virginia
$280K +$28.6K +500 +11%
RQS
183
Ramsey Quantitative Systems
Kentucky
$279K +$279K +4,889 New
NA
184
Navellier & Associates
Nevada
$274K +$274K +4,794 New
Grantham, Mayo, Van Otterloo & Co (GMO)
185
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$269K -$1.86M -32,500 -87%
WAM
186
World Asset Management
Michigan
$264K -$229 -4 -0.1%
LCM
187
Logan Capital Management
Pennsylvania
$263K -$123K -2,150 -32%
M&T Bank
188
M&T Bank
New York
$247K +$10.2K +178 +4%
Comerica Bank
189
Comerica Bank
Texas
$241K -$1.2K -20 -0.5%
FPF
190
FNY Partners Fund
New York
$228K +$228K +4,000 New
LCOV
191
London Company of Virginia
Virginia
$220K +$220K +3,850 New
FCM
192
FJ Capital Management
Virginia
$220K +$220K +3,900 New
US Bancorp
193
US Bancorp
Minnesota
$194K -$199K -3,484 -51%
CIM
194
Contravisory Investment Management
Massachusetts
$188K -$12.1K -212 -6%
FMT
195
First Mercantile Trust
Tennessee
$166K +$45.6K +800 +38%
AAM
196
Advisors Asset Management
Colorado
$159K +$159K +2,777 New
Manulife (Manufacturers Life Insurance)
197
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153K -$8.46K -148 -5%
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$125K +$73.1K +1,278 +141%
FQ
199
First Quadrant
California
$122K -$7.73M -135,748 -98%
C
200
Cerebellum
California
$122K +$122K +2,136 New
6 7
8
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