LPLA icon

LPL Financial
LPLA

Overview Fund Activity

294 hedge funds and large institutions have $5.51B invested in LPL Financial in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+4
Holders Change %
+1.38%
% of All Funds
6.74%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
40
Increased
110
Reduced
117
Closed
32
Calls
$26.7M
Puts
$14.9M
Net Calls
+$11.7M
Net Calls Change
+$14.5M

Top Buyers

1
SCA
Southpoint Capital Advisors
New York
$147M
2
Invesco
Invesco
Georgia
$193M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$36.2M
4
FCM
Frontier Capital Management
Massachusetts
$147M
5
VNIM
Vaughan Nelson Investment Management
Texas
$69.5M

Top Sellers

1
SA
SPO Advisory
California
$147M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
MWNA
Marshall Wace North America
New York
$6.48M
4
ACH
ArrowMark Colorado Holdings
Colorado
$112M
5
FPA
First Pacific Advisors
California
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
XK
176
Xact Kapitalforvaltning
Sweden
$811K +$164K +2,500 +25%
MSE
177
MUFG Securities EMEA
United Kingdom
$754K +$754K +11,500 New
CCMW
178
Cypress Capital Management (Wyoming)
Wyoming
$715K +$47.5K +725 +7%
WSL
179
Western Standard LLC
California
$708K – – –
SOADOR
180
State of Alaska Department of Revenue
Alaska
$703K +$171K +2,620 +32%
FMT
181
First Mercantile Trust
Tennessee
$689K +$74.7K +1,141 +12%
LCG
182
Lisanti Capital Growth
New York
$678K +$678K +10,350 New
RCS
183
Retirement Capital Strategies
California
$658K – – –
SEC
184
Seven Eight Capital
New York
$649K +$649K +9,900 New
Canada Life
185
Canada Life
Manitoba, Canada
$646K +$69.8K +1,065 +12%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$634K -$4.33K -66 -0.7%
Wolverine Trading
187
Wolverine Trading
Illinois
$628K – – –
CIC
188
Chase Investment Counsel
Virginia
$625K -$11.1K -170 -2%
HMS
189
Hanseatic Management Services
New Mexico
$618K +$55.5K +847 +10%
IWM
190
IHT Wealth Management
Illinois
$605K +$504K +7,688 +498%
NAM
191
NorthCoast Asset Management
Connecticut
$585K -$46.7K -713 -7%
IR
192
Invictus RG
Bermuda
$582K +$258K +3,933 +79%
M&T Bank
193
M&T Bank
New York
$561K +$270K +4,127 +93%
SCC
194
Spring Creek Capital
Kansas
$529K +$529K +8,072 New
IIC
195
Ironwood Investment Counsel
Arizona
$517K -$55K -840 -10%
RJT
196
Raymond James Trust
Florida
$516K -$74.6K -1,138 -13%
ECM
197
ETrade Capital Management
Virginia
$514K +$31.4K +479 +7%
UWM
198
USAdvisors Wealth Management
Minnesota
$514K +$164K +2,500 +47%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$500K -$4.19K -64 -0.8%
SSWM
200
Sheets Smith Wealth Management
North Carolina
$490K +$12.4K +190 +3%
6 7
8
9 10