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LPL Financial
LPLA

Overview Fund Activity

193 hedge funds and large institutions have $3.3B invested in LPL Financial in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
4.81%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
49
Increased
66
Reduced
55
Closed
37
Calls
$11.2M
Puts
$12.5M
Net Calls
-$1.34M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
BlackRock
New York
$140M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$70.3M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$46.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$317M
5
JHIU
Janus Henderson Investors US
Colorado
$358M

Top Sellers

1
FP
FPR Partners
California
$179M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
$0
3
SP
Stockbridge Partners
Massachusetts
$0
4
LCM
Laurion Capital Management
New York
$21.9M
5
HCM
HMI Capital Management
California
$74.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
201
Jane Street
New York
– -$835K -23,718 Closed
CG
202
Clinton Group
New York
– -$743K -21,106 Closed
BGIM
203
Brandywine Global Investment Management
Pennsylvania
– -$703K -19,945 Closed
CIM
204
Cambria Investment Management
California
– -$684K -19,434 Closed
Wolverine Trading
205
Wolverine Trading
Illinois
– -$668K -18,980 Closed
Tudor Investment Corp
206
Tudor Investment Corp
Connecticut
– -$630K -17,899 Closed
BCM
207
BlueCrest Capital Management
Jersey
– -$454K -12,900 Closed
CAM
208
Cacti Asset Management
Georgia
– -$352K -10,000 Closed
Verition Fund Management
209
Verition Fund Management
Connecticut
– -$307K -8,730 Closed
GEM
210
Global Endowment Management
North Carolina
– -$301K -8,540 Closed
QT
211
Quantbot Technologies
New York
– -$277K -7,886 Closed
Group One Trading
212
Group One Trading
Illinois
– -$260K -7,396 Closed
ZDA
213
Zweig-DiMenna Associates
New York
– -$254K -7,200 Closed
IRF
214
IBM Retirement Fund
New York
– -$245K -6,946 Closed
DTL
215
Dynamic Technology Lab
Singapore
– -$242K -6,847 Closed
NP
216
NorthRock Partners
Minnesota
– -$222K -6,318 Closed
GAM
217
Gotham Asset Management
New York
– -$221K -6,274 Closed
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
– -$211K -5,990 Closed
CIM
219
Calvert Investment Management
Maryland
– -$203K -5,765 Closed
Nomura Asset Management
220
Nomura Asset Management
Japan
– -$102K -2,870 Closed
PCM
221
Prelude Capital Management
New York
– -$53K -1,500 Closed
CG
222
Cutler Group
California
– -$37K -1,065 Closed
FAN
223
Financial Advisors Network
California
– -$13.3K -338 Closed
Acadian Asset Management
224
Acadian Asset Management
Massachusetts
– -$12K -324 Closed
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
– -$4K -119 Closed
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