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LPL Financial
LPLA

Overview Fund Activity

292 hedge funds and large institutions have $5.24B invested in LPL Financial in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.69%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
39
Increased
104
Reduced
114
Closed
40
Calls
$7.01M
Puts
$5.06M
Net Calls
+$1.94M
Net Calls Change
-$9.79M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$47.9M
2
NMVA
New Mountain Vantage Advisers
New York
$98.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$127M
4
FCM
Frontier Capital Management
Massachusetts
$163M
5
SC
Samlyn Capital
New York
$135M

Top Sellers

1
SA
SPO Advisory
California
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$29.8M
3
AL
AJO LP
Pennsylvania
$30.4M
4
Two Sigma Investments
Two Sigma Investments
New York
$2.2M
5
Deutsche Bank
Deutsche Bank
Germany
$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
201
HL Financial Services
Kentucky
$488K +$18.1K +280 +4%
Calamos Advisors
202
Calamos Advisors
Illinois
$480K +$277K +4,290 +136%
NA
203
Navellier & Associates
Nevada
$469K +$172K +2,668 +58%
NIT
204
NumerixS Investment Technologies
British Columbia, Canada
$445K +$168K +2,600 +60%
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$435K -$13.9K -215 -3%
EMG
206
Ellington Management Group
Connecticut
$432K +$432K +6,700 New
BPM
207
Bowling Portfolio Management
Ohio
$430K +$430K +6,665 New
EGM
208
Engineers Gate Manager
New York
$411K -$3.35M -51,888 -89%
CANY
209
Caxton Associates (New York)
New York
$361K -$108K -1,670 -23%
RQS
210
Ramsey Quantitative Systems
Kentucky
$345K +$28.4K +440 +9%
SCM
211
Sterling Capital Management
North Carolina
$344K – – –
OI
212
Oakbrook Investments
Illinois
$330K +$330K +5,110 New
BBHC
213
Brown Brothers Harriman & Co
New York
$323K – – –
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$323K – – –
SO
215
STRS Ohio
Ohio
$313K +$38.3K +595 +14%
LCM
216
Logan Capital Management
Pennsylvania
$306K – – –
BCM
217
BlueCrest Capital Management
Jersey
$305K -$992K -15,351 -76%
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$304K -$15.3K -237 -5%
Jane Street
219
Jane Street
New York
$287K +$287K +4,448 New
HSBC Holdings
220
HSBC Holdings
United Kingdom
$286K +$43.2K +671 +18%
Massachusetts Financial Services
221
Massachusetts Financial Services
Massachusetts
$259K +$259K +4,017 New
SB
222
Suntrust Banks
Georgia
$257K +$257K +3,983 New
GT
223
Greenleaf Trust
Michigan
$254K +$254K +3,930 New
HIMCH
224
Hartford Investment Management Co (HIMCO)
Connecticut
$251K -$13.8K -214 -5%
LCOV
225
London Company of Virginia
Virginia
$248K – – –
7 8
9
10 11