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LPL Financial
LPLA

Overview Fund Activity

320 hedge funds and large institutions have $5.51B invested in LPL Financial in 2019 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+45
Holders Change %
+16.36%
% of All Funds
6.94%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
72
Increased
119
Reduced
105
Closed
24
Calls
$94.4M
Puts
$7.68M
Net Calls
+$86.7M
Net Calls Change
+$91.7M

Top Buyers

1
AL
AJO LP
Pennsylvania
$87.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$180M
3
Deutsche Bank
Deutsche Bank
Germany
$49.5M
4
APG Asset Management
APG Asset Management
Netherlands
$91.6M
5
EAM
Eagle Asset Management
Florida
$36M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.48M
2
FCIM
Fairview Capital Investment Management
California
$103M
3
SCA
Southpoint Capital Advisors
New York
$153M
4
FPA
First Pacific Advisors
California
$204M
5
ACL
Azora Capital LP
Florida
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
176
Yorktown Management & Research Company
Virginia
$1.05M – – –
ECM
177
Element Capital Management
New York
$1.04M +$1.04M +14,869 New
TCM
178
Timpani Capital Management
Wisconsin
$1.03M -$31.3K -449 -3%
XK
179
Xact Kapitalforvaltning
Sweden
$1.01M – – –
KC
180
Kepos Capital
New York
$969K +$969K +13,909 New
MAM
181
Meeder Asset Management
Ohio
$960K +$870K +12,496 +968%
USAA
182
United Services Automobile Association
Texas
$940K – – –
Schroder Investment Management Group
183
Schroder Investment Management Group
United Kingdom
$903K -$24K -344 -3%
HMS
184
Hanseatic Management Services
New Mexico
$874K +$874K +12,548 New
QCM
185
Quantinno Capital Management
New York
$859K +$348K +4,997 +68%
SBIA
186
Sheaff Brock Investment Advisors
Indiana
$856K +$856K +12,293 New
CIBC World Market
187
CIBC World Market
Ontario, Canada
$844K +$8.36K +120 +1%
Canada Life
188
Canada Life
Manitoba, Canada
$827K +$62.2K +895 +8%
NICM
189
Neo Ivy Capital Management
New York
$803K -$146K -2,093 -15%
KM
190
Kalos Management
Georgia
$768K -$31K -549 -4%
FMT
191
First Mercantile Trust
Tennessee
$764K -$82.5K -1,184 -10%
Tudor Investment Corp
192
Tudor Investment Corp
Connecticut
$762K -$662K -9,508 -47%
ProShare Advisors
193
ProShare Advisors
Maryland
$756K +$3.34K +48 +0.4%
Wellington Management Group
194
Wellington Management Group
Massachusetts
$744K +$744K +10,680 New
CCMW
195
Cypress Capital Management (Wyoming)
Wyoming
$733K -$15K -215 -2%
DTL
196
Dynamic Technology Lab
Singapore
$724K +$724K +10,392 New
Parallax Volatility Advisers
197
Parallax Volatility Advisers
California
$723K +$723K +10,381 New
Calamos Advisors
198
Calamos Advisors
Illinois
$720K +$265K +3,800 +58%
SM
199
Sciencast Management
New Jersey
$710K +$415K +5,758 +140%
CWG
200
Cornerstone Wealth Group
North Carolina
$708K +$708K +10,160 New
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