LPLA icon

LPL Financial

321 hedge funds and large institutions have $6.38B invested in LPL Financial in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
39
Increased
109
Reduced
144
Closed
32
Calls
$61.4M
Puts
$12.8M
Net Calls
+$48.6M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HMS
176
Hanseatic Management Services
New Mexico
$998K -$25.4K -311 -2%
DCM
177
Dupont Capital Management
Delaware
$998K +$998K +12,230 New
ECM
178
ExodusPoint Capital Management
New York
$980K +$980K +12,017 New
State of Wisconsin Investment Board
179
State of Wisconsin Investment Board
Wisconsin
$967K -$322K -3,954 -25%
SBIA
180
Sheaff Brock Investment Advisors
Indiana
$960K -$42.7K -523 -4%
GHCM
181
Glen Harbor Capital Management
California
$957K -$2.14M -26,180 -69%
CBOA
182
Commonwealth Bank of Australia
Australia
$938K +$310K +3,800 +49%
ACM
183
Argent Capital Management
Missouri
$938K +$938K +11,494 New
TCM
184
Teza Capital Management
Illinois
$935K +$193K +2,373 +26%
CANY
185
Caxton Associates (New York)
New York
$913K +$913K +11,188 New
DTL
186
Dynamic Technology Lab
Singapore
$906K +$58.4K +716 +7%
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$904K +$382K +4,688 +73%
Canada Life
188
Canada Life
Manitoba, Canada
$881K -$89K -1,092 -9%
GH
189
GAM Holding
Switzerland
$871K -$427K -5,229 -33%
KM
190
Kalos Management
Georgia
$863K +$33.5K +549 +4%
ProShare Advisors
191
ProShare Advisors
Maryland
$852K -$33.7K -413 -4%
Jane Street
192
Jane Street
New York
$835K +$530K +6,493 +174%
WG
193
Winton Group
United Kingdom
$832K +$11.7K +143 +1%
RCS
194
Retirement Capital Strategies
California
$820K
GCA
195
Gideon Capital Advisors
New York
$808K +$808K +9,905 New
CCMW
196
Cypress Capital Management (Wyoming)
Wyoming
$793K -$65.3K -800 -8%
MCIM
197
Meadow Creek Investment Management
Georgia
$788K -$1.76M -21,560 -69%
SSWM
198
Sheets Smith Wealth Management
North Carolina
$774K -$10.5K -129 -1%
Mackenzie Financial
199
Mackenzie Financial
Ontario, Canada
$763K -$1.22M -14,941 -62%
IWM
200
IHT Wealth Management
Illinois
$758K +$12.8K +157 +2%