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LPL Financial
LPLA

Overview Fund Activity

292 hedge funds and large institutions have $5.24B invested in LPL Financial in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 40 closing their positions.

Holders
292
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.69%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
39
Increased
104
Reduced
114
Closed
40
Calls
$7.01M
Puts
$5.06M
Net Calls
+$1.94M
Net Calls Change
-$9.79M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$47.9M
2
NMVA
2
New Mountain Vantage Advisers
New York
$98.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$127M
4
FCM
4
Frontier Capital Management
Massachusetts
$163M
5
SC
5
Samlyn Capital
New York
$135M

Top Sellers

1
SA
1
SPO Advisory
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$29.8M
3
AL
3
AJO LP
Pennsylvania
$30.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$46.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$640M 9,921,681 -65,577 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$631M 9,789,045 +243,618 +3%
BlackRock
3
BlackRock
New York
$267M 4,142,421 +34,253 +0.8%
FPA
4
First Pacific Advisors
California
$224M 3,467,716 -9,586 -0.3%
Invesco
5
Invesco
Georgia
$186M 2,888,487 -54,712 -2%
FCM
6
Frontier Capital Management
Massachusetts
$163M 2,524,046 +277,854 +12%
SCA
7
Southpoint Capital Advisors
New York
$155M 2,400,000 +150,000 +7%
SC
8
Samlyn Capital
New York
$135M 2,088,557 +272,643 +15%
FCIM
9
Fairview Capital Investment Management
California
$133M 2,059,380 -15,603 -0.8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$127M 1,971,605 +515,091 +35%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$122M 1,892,058 -212,991 -10%
ACH
12
ArrowMark Colorado Holdings
Colorado
$119M 1,851,572 +143,304 +8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$99.4M 1,540,194 +81,126 +6%
NMVA
14
New Mountain Vantage Advisers
New York
$98.8M 1,531,706 +700,748 +84%
CCP
15
Clarkston Capital Partners
Michigan
$95.4M 1,479,210 -10,875 -0.7%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$77.8M 1,206,475 +145,740 +14%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$77.6M 1,202,326 -37,374 -3%
Norges Bank
18
Norges Bank
Norway
$76.6M 1,186,979 -14,533 -1%
State Street
19
State Street
Massachusetts
$75.9M 1,176,516 +11,369 +1%
VNIM
20
Vaughan Nelson Investment Management
Texas
$64.9M 1,005,551 -54,275 -5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$64.5M 1,000,187 +39,581 +4%
TCIM
22
TIAA CREF Investment Management
New York
$62M 960,778 -11,831 -1%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$55.8M 865,500 -154,829 -15%
Victory Capital Management
24
Victory Capital Management
Texas
$52.9M 819,822 +3,011 +0.4%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$50.1M 776,927 -286,482 -27%
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