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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
+$77.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.5M
3
Deutsche Bank
Deutsche Bank
Germany
+$46.5M
4
APG Asset Management
APG Asset Management
Netherlands
+$36.5M
5
EAM
Eagle Asset Management
Florida
+$32.3M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$106M
2
FCIM
Fairview Capital Investment Management
California
-$60.1M
3
SCA
Southpoint Capital Advisors
New York
-$45.9M
4
FPA
First Pacific Advisors
California
-$36.1M
5
ACL
Azora Capital LP
Florida
-$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
201
Winton Group
United Kingdom
$700K +$306K +4,392 +78%
RCS
202
Retirement Capital Strategies
California
$699K – – –
B
203
Barings
North Carolina
$697K – – –
SSWM
204
Sheets Smith Wealth Management
North Carolina
$670K +$670K +9,615 New
SAM
205
Shell Asset Management
Netherlands
$654K +$654K +9,390 New
JIR
206
James Investment Research
Ohio
$650K +$650K +9,335 New
IWM
207
IHT Wealth Management
Illinois
$636K +$139 +2 +0%
OSIA
208
O'Shares Investment Advisers
Massachusetts
$633K -$73K -1,049 -10%
TCM
209
Teza Capital Management
Illinois
$633K +$10.4K +150 +2%
BOTW
210
Bank of the West
California
$606K -$230K -3,305 -28%
UCFA
211
United Capital Financial Advisors
Texas
$588K +$588K +8,440 New
AAM
212
Advisors Asset Management
Colorado
$579K +$126K +1,814 +28%
ZCA
213
Zeke Capital Advisors
Pennsylvania
$569K -$746K -10,702 -57%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$558K +$117K +1,680 +26%
IIC
215
Ironwood Investment Counsel
Arizona
$550K – – –
CBOA
216
Commonwealth Bank of Australia
Australia
$536K – – –
New York State Teachers Retirement System (NYSTRS)
217
New York State Teachers Retirement System (NYSTRS)
New York
$529K -$13.9K -200 -3%
RJT
218
Raymond James Trust
Florida
$525K -$23.9K -344 -4%
HIM
219
Hillsdale Investment Management
Ontario, Canada
$524K +$20.9K +300 +4%
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$520K -$134K -1,927 -21%
NIT
221
NumerixS Investment Technologies
British Columbia, Canada
$518K +$234K +3,376 +82%
TI
222
Trexquant Investment
Connecticut
$490K -$1.9M -27,325 -80%
B
223
Bailard
California
$486K +$486K +6,975 New
EMG
224
Ellington Management Group
Connecticut
$481K -$132K -1,900 -22%
BAM
225
Blueshift Asset Management
New Jersey
$478K +$478K +6,870 New
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9
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