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LPL Financial
LPLA

Overview Fund Activity

290 hedge funds and large institutions have $5.14B invested in LPL Financial in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+47
Holders Change %
+19.34%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
73
Increased
102
Reduced
91
Closed
22
Calls
$13.5M
Puts
$16.2M
Net Calls
-$2.74M
Net Calls Change
-$5.73M

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
$106M
2
TCP
Tourbillon Capital Partners
New York
$61.1M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$43.3M
4
NMVA
New Mountain Vantage Advisers
New York
$35.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
HCM
HMI Capital Management
California
$29.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.38M
3
FCIM
Fairview Capital Investment Management
California
$148M
4
Citadel Advisors
Citadel Advisors
Florida
$1.3M
5
ACH
ArrowMark Colorado Holdings
Colorado
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
201
Private Advisor Group
New Jersey
$410K -$650K -10,627 -61%
HSBC Holdings
202
HSBC Holdings
United Kingdom
$408K +$1.4K +23 +0.3%
MLICM
203
Metropolitan Life Insurance Company (MetLife)
New York
$403K +$122 +2 +0%
Voloridge Investment Management
204
Voloridge Investment Management
Florida
$385K -$15.5K -254 -4%
BBHC
205
Brown Brothers Harriman & Co
New York
$366K -$104K -1,700 -22%
HFS
206
HL Financial Services
Kentucky
$364K +$364K +5,955 New
WG
207
Winton Group
United Kingdom
$349K +$349K +5,710 New
PP
208
Paloma Partners
Connecticut
$332K +$332K +5,432 New
UWM
209
USAdvisors Wealth Management
Minnesota
$327K +$327K +5,350 New
BL
210
BFSG LLC
California
$323K +$323K +5,288 New
WCA
211
Waratah Capital Advisors
Ontario, Canada
$316K -$28.4K -466 -8%
GIA
212
Gargoyle Investment Advisor
New Jersey
$303K -$244K -4,000 -45%
IR
213
Invictus RG
Bermuda
$302K +$302K +4,953 New
LCM
214
Logan Capital Management
Pennsylvania
$289K +$8.54K +140 +3%
NA
215
Navellier & Associates
Nevada
$285K -$7.76K -127 -3%
Wellington Management Group
216
Wellington Management Group
Massachusetts
$277K +$277K +4,542 New
Macquarie Group
217
Macquarie Group
Australia
$275K +$189K +3,100 +221%
AAM
218
Advisors Asset Management
Colorado
$274K +$95.3K +1,480 +53%
M&T Bank
219
M&T Bank
New York
$271K +$7.02K +115 +3%
JT
220
Jump Trading
Illinois
$269K +$269K +4,407 New
BCM
221
BlueCrest Capital Management
Jersey
$267K +$267K +4,380 New
VRS
222
Virginia Retirement Systems
Virginia
$256K -$42.7K -700 -14%
VF
223
Virtu Financial
New York
$254K +$254K +4,156 New
NIT
224
NumerixS Investment Technologies
British Columbia, Canada
$250K -$65.5K -1,100 -21%
VIA
225
Vident Investment Advisory
Georgia
$246K -$3.39M -58,302 -93%
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