LPLA icon

LPL Financial
LPLA

Overview Fund Activity

243 hedge funds and large institutions have $4.82B invested in LPL Financial in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 32 closing their positions.

Holders
243
Holders Change
+20
Holders Change %
+8.97%
% of All Funds
5.52%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.3%
New
55
Increased
74
Reduced
95
Closed
32
Calls
$8.44M
Puts
$5.45M
Net Calls
+$2.99M
Net Calls Change
+$8.86M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$71.9M
2
AL
2
AJO LP
Pennsylvania
$84.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$104M
4
ACL
4
Azora Capital LP
Florida
$27.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$25M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$99.5M
3
FCIM
3
Fairview Capital Investment Management
California
$197M
4
Prudential Financial
4
Prudential Financial
New Jersey
$922K
5
FPA
5
First Pacific Advisors
California
$241M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$549M 9,611,614 +243,208 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$538M 9,415,681 +139,832 +2%
SA
3
SPO Advisory
California
$398M 6,961,426 – –
FPA
4
First Pacific Advisors
California
$241M 4,224,080 -313,600 -7%
BlackRock
5
BlackRock
New York
$225M 3,945,418 +198,189 +5%
FCIM
6
Fairview Capital Investment Management
California
$197M 3,450,303 -481,398 -12%
ACH
7
ArrowMark Colorado Holdings
Colorado
$176M 3,083,639 -121,146 -4%
Invesco
8
Invesco
Georgia
$136M 2,376,455 -25,567 -1%
CCP
9
Clarkston Capital Partners
Michigan
$126M 2,201,960 -108,885 -5%
SC
10
Samlyn Capital
New York
$110M 1,923,215 -285,165 -13%
HCM
11
HMI Capital Management
California
$107M 1,879,941 – –
Fidelity Investments
12
Fidelity Investments
Massachusetts
$104M 1,813,227 +527,448 +41%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$99.5M 1,740,914 -710,250 -29%
AL
14
AJO LP
Pennsylvania
$84.3M 1,475,666 +711,606 +93%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$80.7M 1,412,134 -47,179 -3%
State Street
16
State Street
Massachusetts
$74.6M 1,305,795 +47,152 +4%
Norges Bank
17
Norges Bank
Norway
$73M 1,277,812 +21,047 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$71.9M 1,258,579 +735,256 +140%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$61M 1,067,453 +20,232 +2%
Victory Capital Management
20
Victory Capital Management
Texas
$52.3M 914,627 +16,487 +2%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$47.7M 835,145 +379,345 +83%
Citadel Advisors
22
Citadel Advisors
Florida
$47.6M 832,553 +29,446 +4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$47.1M 825,034 -74,559 -8%
TCGI
24
Three Corner Global Investors
New York
$36.4M 637,893 -32,000 -5%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$34.8M 609,281 +194,170 +47%
1
2 3 4 5