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LPL Financial
LPLA

Overview Fund Activity

197 hedge funds and large institutions have $3.48B invested in LPL Financial in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 28 closing their positions.

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.92%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
33
Increased
80
Reduced
66
Closed
28
Calls
$2.94M
Puts
$17.1M
Net Calls
-$14.2M
Net Calls Change
-$12.9M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$399M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$373M
3
SC
3
Samlyn Capital
New York
$62.9M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$12.4M
5
BIM
5
Bogle Investment Management
Massachusetts
$13.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.2M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$149K
3
DIG
3
Dragoneer Investment Group
California
$0
4
LCM
4
Laurion Capital Management
New York
$0
5
SA
5
SPO Advisory
California
$348M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$399M 9,401,826 +9,401,826 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$373M 8,779,510 +827,372 +10%
SA
3
SPO Advisory
California
$348M 8,186,026 -447,600 -5%
FPA
4
First Pacific Advisors
California
$193M 4,549,350 -23,320 -0.5%
FP
5
FPR Partners
California
$188M 4,428,829 -55,750 -1%
FCIM
6
Fairview Capital Investment Management
California
$185M 4,345,308 -16,625 -0.4%
BlackRock
7
BlackRock
New York
$151M 3,558,615 +46,013 +1%
ACH
8
ArrowMark Colorado Holdings
Colorado
$148M 3,481,173 +167,309 +5%
CCP
9
Clarkston Capital Partners
Michigan
$111M 2,617,315 -223,160 -8%
Invesco
10
Invesco
Georgia
$111M 2,615,451 -231,568 -8%
HCM
11
HMI Capital Management
California
$79.8M 1,879,941 – –
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$74.3M 1,751,015 -14,226 -0.8%
Millennium Management
13
Millennium Management
New York
$71.5M 1,682,796 +29,635 +2%
SC
14
Samlyn Capital
New York
$62.9M 1,480,439 +528,780 +56%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$61.9M 1,456,934 +42,820 +3%
Norges Bank
16
Norges Bank
Norway
$53.4M 1,256,765 +88,809 +8%
State Street
17
State Street
Massachusetts
$53.2M 1,251,932 +32,320 +3%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$50.6M 1,191,071 +16,967 +1%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$42.9M 1,010,821 -178,326 -15%
Victory Capital Management
20
Victory Capital Management
Texas
$39.9M 940,136 -65,797 -7%
TCIM
21
TIAA CREF Investment Management
New York
$29.7M 700,201 +77,470 +12%
Principal Financial Group
22
Principal Financial Group
Iowa
$28.7M 676,104 -309,672 -31%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$28.3M 666,097 -11,331 -2%
TCGI
24
Three Corner Global Investors
New York
$26.9M 632,388 +169,988 +37%
RJA
25
Raymond James & Associates
Florida
$24.2M 570,506 -98,517 -15%
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