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LPL Financial
LPLA

Overview Fund Activity

193 hedge funds and large institutions have $3.3B invested in LPL Financial in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 37 closing their positions.

Holders
193
Holders Change
+5
Holders Change %
+2.66%
% of All Funds
4.81%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
49
Increased
66
Reduced
55
Closed
37
Calls
$11.2M
Puts
$12.5M
Net Calls
-$1.34M
Net Calls Change
+$8.09M

Top Buyers

1
BlackRock
1
BlackRock
New York
$140M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$70.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$46.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$317M
5
JHIU
5
Janus Henderson Investors US
Colorado
$358M

Top Sellers

1
FP
1
FPR Partners
California
$179M
2
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$0
3
SP
3
Stockbridge Partners
Massachusetts
$0
4
LCM
4
Laurion Capital Management
New York
$21.9M
5
HCM
5
HMI Capital Management
California
$74.9M
Name Market Value Shares Shares
Change 		Shares
Change %
JHIU
1
Janus Henderson Investors US
Colorado
$358M 8,996,531 +1,038,731 +13%
SA
2
SPO Advisory
California
$344M 8,633,626 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$317M 7,952,138 +1,136,785 +17%
FPA
4
First Pacific Advisors
California
$182M 4,572,670 -13,820 -0.3%
FP
5
FPR Partners
California
$179M 4,484,579 -3,487,157 -44%
FCIM
6
Fairview Capital Investment Management
California
$174M 4,361,933 -297,239 -6%
BlackRock
7
BlackRock
New York
$140M 3,512,602 +3,483,173 +11,836%
ACH
8
ArrowMark Colorado Holdings
Colorado
$132M 3,313,864 +262,962 +9%
Invesco
9
Invesco
Georgia
$113M 2,847,019 +49,463 +2%
CCP
10
Clarkston Capital Partners
Michigan
$113M 2,840,475 -61,375 -2%
HCM
11
HMI Capital Management
California
$74.9M 1,879,941 -900,000 -32%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$70.3M 1,765,241 +1,456,225 +471%
Millennium Management
13
Millennium Management
New York
$65.8M 1,653,161 +557,989 +51%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$56.3M 1,414,114 +80,173 +6%
State Street
15
State Street
Massachusetts
$48.6M 1,219,612 +34,875 +3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$47.4M 1,189,147 +239,176 +25%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$46.8M 1,174,104 +1,174,104 New
Norges Bank
18
Norges Bank
Norway
$46.5M 1,167,956 -50,851 -4%
Victory Capital Management
19
Victory Capital Management
Texas
$40.1M 1,005,933 +95,353 +10%
Principal Financial Group
20
Principal Financial Group
Iowa
$39.3M 985,776 +806,159 +449%
SC
21
Samlyn Capital
New York
$37.9M 951,659 +951,659 New
Goldman Sachs
22
Goldman Sachs
New York
$37.7M 947,482 +252,730 +36%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$27M 677,428 +66,223 +11%
RJA
24
Raymond James & Associates
Florida
$26.6M 669,023 +35,419 +6%
TCIM
25
TIAA CREF Investment Management
New York
$24.8M 622,731 +189,374 +44%
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