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LPL Financial
LPLA

Overview Fund Activity

320 hedge funds and large institutions have $5.51B invested in LPL Financial in 2019 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 24 closing their positions.

Holders
320
Holders Change
+45
Holders Change %
+16.36%
% of All Funds
6.94%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
72
Increased
119
Reduced
105
Closed
24
Calls
$94.4M
Puts
$7.68M
Net Calls
+$86.7M
Net Calls Change
+$91.7M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$87.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$180M
3
Deutsche Bank
3
Deutsche Bank
Germany
$49.5M
4
APG Asset Management
4
APG Asset Management
Netherlands
$91.6M
5
EAM
5
Eagle Asset Management
Florida
$36M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$1.48M
2
FCIM
2
Fairview Capital Investment Management
California
$103M
3
SCA
3
Southpoint Capital Advisors
New York
$153M
4
FPA
4
First Pacific Advisors
California
$204M
5
ACL
5
Azora Capital LP
Florida
$29.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$698M 10,024,987 -87,903 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$689M 9,894,315 -105,685 -1%
BlackRock
3
BlackRock
New York
$280M 4,024,441 -157,216 -4%
FPA
4
First Pacific Advisors
California
$204M 2,924,662 -518,638 -15%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$180M 2,589,022 +825,829 +47%
FCM
6
Frontier Capital Management
Massachusetts
$171M 2,458,484 +42,077 +2%
Invesco
7
Invesco
Georgia
$165M 2,363,014 -40,311 -2%
SC
8
Samlyn Capital
New York
$158M 2,270,309 -406,013 -15%
SCA
9
Southpoint Capital Advisors
New York
$153M 2,190,784 -659,216 -23%
American Century Companies
10
American Century Companies
Missouri
$126M 1,812,908 +316,341 +21%
ACH
11
ArrowMark Colorado Holdings
Colorado
$117M 1,684,834 -198,769 -11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$105M 1,514,001 +94,918 +7%
CCP
13
Clarkston Capital Partners
Michigan
$103M 1,481,995 -4,800 -0.3%
FCIM
14
Fairview Capital Investment Management
California
$103M 1,479,201 -863,498 -37%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$93.5M 1,342,674 +150,596 +13%
APG Asset Management
16
APG Asset Management
Netherlands
$91.6M 1,476,100 +588,600 +66%
AL
17
AJO LP
Pennsylvania
$87.4M 1,254,257 +1,114,099 +795%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$83.2M 1,194,863 +3,918 +0.3%
State Street
19
State Street
Massachusetts
$80.9M 1,161,308 -13,535 -1%
VNIM
20
Vaughan Nelson Investment Management
Texas
$76.4M 1,096,636 +7,725 +0.7%
Norges Bank
21
Norges Bank
Norway
$71.3M 1,023,687 -163,292 -14%
Victory Capital Management
22
Victory Capital Management
Texas
$54M 775,119 -19,890 -3%
Deutsche Bank
23
Deutsche Bank
Germany
$49.5M 711,473 +667,387 +1,514%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$48.9M 702,275 -285,090 -29%
WRF
25
Waddell & Reed Financial
Kansas
$46.4M 666,344 +290 +0%
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