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LPL Financial
LPLA

Overview Fund Activity

223 hedge funds and large institutions have $4.26B invested in LPL Financial in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
5.57%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
54
Increased
90
Reduced
58
Closed
24
Calls
$9.38M
Puts
$15.3M
Net Calls
-$5.87M
Net Calls Change
+$8.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$66.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.4M
3
JCM
3
Junto Capital Management
New York
$42.6M
4
SC
4
Samlyn Capital
New York
$114M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$126M

Top Sellers

1
FP
1
FPR Partners
California
$0
2
Millennium Management
2
Millennium Management
New York
$16.8M
3
SA
3
SPO Advisory
California
$359M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$23.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$689K
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$483M 9,368,406 -33,420 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$478M 9,275,849 +496,339 +6%
SA
3
SPO Advisory
California
$359M 6,961,426 -1,224,600 -15%
FPA
4
First Pacific Advisors
California
$234M 4,537,680 -11,670 -0.3%
FCIM
5
Fairview Capital Investment Management
California
$203M 3,931,701 -413,607 -10%
BlackRock
6
BlackRock
New York
$193M 3,747,229 +188,614 +5%
ACH
7
ArrowMark Colorado Holdings
Colorado
$165M 3,204,785 -276,388 -8%
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$126M 2,451,164 +700,149 +40%
Invesco
9
Invesco
Georgia
$124M 2,402,022 -213,429 -8%
CCP
10
Clarkston Capital Partners
Michigan
$119M 2,310,845 -306,470 -12%
SC
11
Samlyn Capital
New York
$114M 2,208,380 +727,941 +49%
HCM
12
HMI Capital Management
California
$96.9M 1,879,941 – –
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$75.3M 1,459,313 +2,379 +0.2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$66.3M 1,285,779 +1,275,228 +12,086%
State Street
15
State Street
Massachusetts
$64.9M 1,258,643 +6,711 +0.5%
Norges Bank
16
Norges Bank
Norway
$64.8M 1,256,765 – –
Goldman Sachs
17
Goldman Sachs
New York
$63.4M 1,229,322 +919,250 +296%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$54M 1,047,221 +36,400 +4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$46.4M 899,593 +233,496 +35%
Victory Capital Management
20
Victory Capital Management
Texas
$46.3M 898,140 -41,996 -4%
JCM
21
Junto Capital Management
New York
$42.6M 826,219 +826,219 New
Citadel Advisors
22
Citadel Advisors
Florida
$41.4M 803,107 +619,003 +336%
AL
23
AJO LP
Pennsylvania
$39.4M 764,060 +653,033 +588%
PAM
24
Panagora Asset Management
Massachusetts
$37.4M 726,083 +405,330 +126%
TCIM
25
TIAA CREF Investment Management
New York
$35M 679,648 -20,553 -3%
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