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LPL Financial
LPLA

Overview Fund Activity

294 hedge funds and large institutions have $5.51B invested in LPL Financial in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 117 reducing their positions, and 32 closing their positions.

Holders
294
Holders Change
+4
Holders Change %
+1.38%
% of All Funds
6.74%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
40
Increased
110
Reduced
117
Closed
32
Calls
$26.7M
Puts
$14.9M
Net Calls
+$11.7M
Net Calls Change
+$14.5M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$147M
2
Invesco
2
Invesco
Georgia
$193M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$36.2M
4
FCM
4
Frontier Capital Management
Massachusetts
$147M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$69.5M

Top Sellers

1
SA
1
SPO Advisory
California
$147M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
MWNA
3
Marshall Wace North America
New York
$6.48M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$112M
5
FPA
5
First Pacific Advisors
California
$228M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$655M 9,987,258 +148,911 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$626M 9,545,427 +88,658 +0.9%
BlackRock
3
BlackRock
New York
$269M 4,108,168 +117,989 +3%
FPA
4
First Pacific Advisors
California
$228M 3,477,302 -400,100 -10%
Invesco
5
Invesco
Georgia
$193M 2,943,199 +770,401 +35%
SCA
6
Southpoint Capital Advisors
New York
$147M 2,250,000 +2,250,000 New
FCM
7
Frontier Capital Management
Massachusetts
$147M 2,246,192 +502,850 +29%
SA
8
SPO Advisory
California
$147M 2,239,826 -4,202,900 -65%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$138M 2,105,049 -68,326 -3%
FCIM
10
Fairview Capital Investment Management
California
$136M 2,074,983 -340,500 -14%
SC
11
Samlyn Capital
New York
$119M 1,815,914 -90,957 -5%
ACH
12
ArrowMark Colorado Holdings
Colorado
$112M 1,708,268 -619,848 -27%
CCP
13
Clarkston Capital Partners
Michigan
$97.7M 1,490,085 -278,531 -16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$95.6M 1,459,068 +121,656 +9%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$95.5M 1,456,514 +372,986 +34%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$81.3M 1,239,700 -125,775 -9%
Renaissance Technologies
17
Renaissance Technologies
New York
$79.9M 1,219,400 +450,500 +59%
Norges Bank
18
Norges Bank
Norway
$78.7M 1,201,512 – –
State Street
19
State Street
Massachusetts
$76.4M 1,165,147 -99,886 -8%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$69.7M 1,063,409 +75,692 +8%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$69.5M 1,060,735 +351,348 +50%
VNIM
22
Vaughan Nelson Investment Management
Texas
$69.5M 1,059,826 +480,575 +83%
AL
23
AJO LP
Pennsylvania
$68.1M 1,039,684 -280,237 -21%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$66.9M 1,020,329 +145,013 +17%
Deutsche Bank
25
Deutsche Bank
Germany
$66.6M 1,016,013 +461,866 +83%
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