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LPL Financial

340 hedge funds and large institutions have $7.07B invested in LPL Financial in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+28
Holders Change %
+8.97%
% of All Funds
6.71%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.22%
New
63
Increased
105
Reduced
135
Closed
25
Calls
$70.7M
Puts
$4.61M
Net Calls
+$66.1M
Net Calls Change
-$41.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
201
Advisors Asset Management
Colorado
$703K -$158K -1,716 -18%
New York State Teachers Retirement System (NYSTRS)
202
New York State Teachers Retirement System (NYSTRS)
New York
$699K +$25.2K +273 +4%
RJT
203
Raymond James Trust
Florida
$686K -$28.8K -312 -4%
BOTW
204
Bank of the West
California
$683K
HIM
205
Hillsdale Investment Management
Ontario, Canada
$674K -$18.4K -200 -3%
IIC
206
Ironwood Investment Counsel
Arizona
$673K
Loomis, Sayles & Company
207
Loomis, Sayles & Company
Massachusetts
$670K -$3.44M -37,305 -84%
SCM
208
Stevens Capital Management
Pennsylvania
$650K +$348K +3,768 +115%
OSIA
209
O'Shares Investment Advisers
Massachusetts
$646K +$8.86K +96 +1%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$645K -$4.64M -50,294 -88%
PP
211
Paloma Partners
Connecticut
$637K -$780K -8,460 -55%
Luther King Capital Management (LKCM)
212
Luther King Capital Management (LKCM)
Texas
$636K
QCM
213
Quantinno Capital Management
New York
$618K
Canada Pension Plan Investment Board
214
Canada Pension Plan Investment Board
Ontario, Canada
$609K +$9.23K +100 +2%
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$601K -$83K -901 -12%
Sumitomo Mitsui Trust Group
216
Sumitomo Mitsui Trust Group
Japan
$600K -$2.11M -22,848 -78%
LTFS
217
Ladenburg Thalmann Financial Services
Florida
$594K -$45.3K -491 -7%
ACM
218
AlphaCrest Capital Management
New York
$575K -$1.35M -14,583 -70%
OAM
219
Oxford Asset Management
United Kingdom
$573K -$2.18M -23,634 -79%
FMT
220
First Mercantile Trust
Tennessee
$573K -$109K -1,181 -16%
NA
221
Navellier & Associates
Nevada
$563K -$33.4K -362 -6%
C
222
Cerebellum
California
$559K +$42K +455 +8%
PIA
223
Piedmont Investment Advisors
North Carolina
$556K -$4.15K -45 -0.7%
FHB
224
First Hawaiian Bank
Hawaii
$553K +$10.5K +114 +2%
ZCA
225
Zeke Capital Advisors
Pennsylvania
$551K -$2.03K -22 -0.4%