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LPL Financial
LPLA

Overview Fund Activity

290 hedge funds and large institutions have $5.14B invested in LPL Financial in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 22 closing their positions.

Holders
290
Holders Change
+47
Holders Change %
+19.34%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
73
Increased
102
Reduced
91
Closed
22
Calls
$13.5M
Puts
$16.2M
Net Calls
-$2.74M
Net Calls Change
-$5.73M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$106M
2
TCP
2
Tourbillon Capital Partners
New York
$61.1M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$43.3M
4
NMVA
4
New Mountain Vantage Advisers
New York
$35.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
HCM
1
HMI Capital Management
California
$29.4M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.38M
3
FCIM
3
Fairview Capital Investment Management
California
$148M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.3M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$142M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$601M 9,838,347 +226,733 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$578M 9,456,769 +41,088 +0.4%
SA
3
SPO Advisory
California
$393M 6,442,726 -518,700 -7%
BlackRock
4
BlackRock
New York
$244M 3,990,179 +44,761 +1%
FPA
5
First Pacific Advisors
California
$237M 3,877,402 -346,678 -8%
FCIM
6
Fairview Capital Investment Management
California
$148M 2,415,483 -1,034,820 -30%
ACH
7
ArrowMark Colorado Holdings
Colorado
$142M 2,328,116 -755,523 -25%
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$133M 2,173,375 +432,461 +25%
Invesco
9
Invesco
Georgia
$133M 2,172,798 -203,657 -9%
SC
10
Samlyn Capital
New York
$116M 1,906,871 -16,344 -0.8%
CCP
11
Clarkston Capital Partners
Michigan
$108M 1,768,616 -433,344 -20%
FCM
12
Frontier Capital Management
Massachusetts
$106M 1,743,342 +1,240,990 +247%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$83.4M 1,365,475 -46,659 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$81.7M 1,337,412 +78,833 +6%
AL
15
AJO LP
Pennsylvania
$80.6M 1,319,921 -155,745 -11%
State Street
16
State Street
Massachusetts
$77.3M 1,265,033 -40,762 -3%
Norges Bank
17
Norges Bank
Norway
$73.4M 1,201,512 -76,300 -6%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$66.2M 1,083,528 -729,699 -40%
TCP
19
Tourbillon Capital Partners
New York
$61.1M 1,000,080 +1,000,080 New
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$60.3M 987,717 +152,572 +18%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$55.5M 908,183 +83,149 +10%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$53.5M 875,316 +266,035 +44%
MWNA
23
Marshall Wace North America
New York
$50.7M 829,670 +368,677 +80%
Victory Capital Management
24
Victory Capital Management
Texas
$49.6M 812,958 -101,669 -11%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$49.5M 810,814 +372,436 +85%
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