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LPL Financial
LPLA

Overview Fund Activity

275 hedge funds and large institutions have $4.83B invested in LPL Financial in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 124 reducing their positions, and 47 closing their positions.

Holders
275
Holders Change
-17
Holders Change %
-5.82%
% of All Funds
6.14%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
31
Increased
85
Reduced
124
Closed
47
Calls
$2.82M
Puts
$7.78M
Net Calls
-$4.95M
Net Calls Change
-$6.9M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$91.4M
2
SC
2
Samlyn Capital
New York
$163M
3
Citadel Advisors
3
Citadel Advisors
Florida
$39.4M
4
JCM
4
Junto Capital Management
New York
$31.2M
5
SCA
5
Southpoint Capital Advisors
New York
$174M

Top Sellers

1
NMVA
1
New Mountain Vantage Advisers
New York
$35.3M
2
TCP
2
Tourbillon Capital Partners
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$2.69M
4
Invesco
4
Invesco
Georgia
$147M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$989K
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$618M 10,112,890 +191,209 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$611M 10,000,000 +210,955 +2%
BlackRock
3
BlackRock
New York
$255M 4,181,657 +39,236 +0.9%
FPA
4
First Pacific Advisors
California
$210M 3,443,300 -24,416 -0.7%
SCA
5
Southpoint Capital Advisors
New York
$174M 2,850,000 +450,000 +19%
SC
6
Samlyn Capital
New York
$163M 2,676,322 +587,765 +28%
FCM
7
Frontier Capital Management
Massachusetts
$148M 2,416,407 -107,639 -4%
Invesco
8
Invesco
Georgia
$147M 2,403,325 -485,162 -17%
FCIM
9
Fairview Capital Investment Management
California
$143M 2,342,699 +283,319 +14%
ACH
10
ArrowMark Colorado Holdings
Colorado
$115M 1,883,603 +32,031 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$108M 1,763,193 -208,412 -11%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$94M 1,539,619 -352,439 -19%
American Century Companies
13
American Century Companies
Missouri
$91.4M 1,496,567 +753,956 +102%
CCP
14
Clarkston Capital Partners
Michigan
$90.8M 1,486,795 +7,585 +0.5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$86.7M 1,419,083 -121,111 -8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$72.8M 1,192,078 +191,891 +19%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$72.7M 1,190,945 -11,381 -0.9%
Norges Bank
18
Norges Bank
Norway
$72.5M 1,186,979 – –
State Street
19
State Street
Massachusetts
$71.8M 1,174,843 -1,673 -0.1%
VNIM
20
Vaughan Nelson Investment Management
Texas
$66.5M 1,088,911 +83,360 +8%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$60.3M 987,365 -219,110 -18%
TCIM
22
TIAA CREF Investment Management
New York
$58.4M 956,104 -4,674 -0.5%
ACL
23
Azora Capital LP
Florida
$57M 933,753 +331,864 +55%
Victory Capital Management
24
Victory Capital Management
Texas
$48.6M 795,009 -24,813 -3%
APG Asset Management
25
APG Asset Management
Netherlands
$47.4M 887,500 +382,400 +76%
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