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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 %
SAM
201
Shell Asset Management
Netherlands
$749K -$17.1K -210 -2%
QCM
202
Quantinno Capital Management
New York
$744K -$262K -3,213 -26%
OSIA
203
O'Shares Investment Advisers
Massachusetts
$732K -$10.3K -126 -1%
AAM
204
Advisors Asset Management
Colorado
$726K +$48.1K +590 +7%
HW
205
Hancock Whitney
Mississippi
$710K +$710K +8,700 New
HIS
206
Horizon Investment Services
Indiana
$708K +$708K +8,679 New
VRS
207
Virginia Retirement Systems
Virginia
$677K -$938K -11,500 -58%
Marshall Wace
208
Marshall Wace
United Kingdom
$668K +$668K +8,194 New
BCM
209
Bayesian Capital Management
New York
$666K +$666K +8,159 New
RIM
210
Redwood Investment Management
Arizona
$656K +$656K +7,944 New
FMT
211
First Mercantile Trust
Tennessee
$647K -$248K -3,034 -28%
UCFA
212
United Capital Financial Advisors
Texas
$633K -$55.5K -680 -8%
IIC
213
Ironwood Investment Counsel
Arizona
$628K -$16.3K -200 -3%
RJT
214
Raymond James Trust
Florida
$624K +$9.13K +112 +1%
EP
215
Elkfork Partners
Oregon
$619K -$1.38M -16,940 -69%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$616K -$38.7K -474 -6%
HIM
217
Hillsdale Investment Management
Ontario, Canada
$613K
QT
218
Quantbot Technologies
New York
$612K -$1.32M -16,252 -68%
BOTW
219
Bank of the West
California
$604K -$106K -1,300 -15%
New York State Teachers Retirement System (NYSTRS)
220
New York State Teachers Retirement System (NYSTRS)
New York
$604K -$16.3K -200 -3%
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$603K +$57.5K +706 +11%
ZCA
222
Zeke Capital Advisors
Pennsylvania
$602K -$64K -784 -10%
MAM
223
Meeder Asset Management
Ohio
$590K -$536K -6,564 -48%
Balyasny Asset Management
224
Balyasny Asset Management
Illinois
$577K -$1.15M -14,147 -67%
GAM
225
Gotham Asset Management
New York
$560K +$221K +2,704 +65%