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LPL Financial
LPLA

Overview Fund Activity

321 hedge funds and large institutions have $6.38B invested in LPL Financial in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 144 reducing their positions, and 32 closing their positions.

Holders
321
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
39
Increased
109
Reduced
144
Closed
32
Calls
$61.4M
Puts
$12.8M
Net Calls
+$48.6M
Net Calls Change
-$38.1M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$96.8M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$70.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$265M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$68.1M
5
American Century Companies
5
American Century Companies
Missouri
$173M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$1.53M
2
FCM
2
Frontier Capital Management
Massachusetts
$136M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$85.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$782M
5
Millennium Management
5
Millennium Management
New York
$7.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$811M 9,937,183 -87,804 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$782M 9,584,997 -309,318 -3%
BlackRock
3
BlackRock
New York
$338M 4,144,447 +120,006 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$265M 3,252,962 +663,940 +26%
FPA
5
First Pacific Advisors
California
$237M 2,903,256 -21,406 -0.7%
Invesco
6
Invesco
Georgia
$187M 2,290,006 -73,008 -3%
SC
7
Samlyn Capital
New York
$182M 2,231,387 -38,922 -2%
American Century Companies
8
American Century Companies
Missouri
$173M 2,119,808 +306,900 +17%
SCA
9
Southpoint Capital Advisors
New York
$167M 2,050,000 -140,784 -6%
FCM
10
Frontier Capital Management
Massachusetts
$136M 1,668,765 -789,719 -32%
FCIM
11
Fairview Capital Investment Management
California
$123M 1,511,000 +31,799 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$120M 1,465,573 -48,428 -3%
CCP
13
Clarkston Capital Partners
Michigan
$112M 1,371,185 -110,810 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$111M 1,355,267 +12,593 +0.9%
APG Asset Management
15
APG Asset Management
Netherlands
$101M 1,410,400 -65,700 -4%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$96.8M 1,186,741 +838,919 +241%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$94.6M 1,159,991 -34,872 -3%
State Street
18
State Street
Massachusetts
$93.9M 1,150,579 -10,729 -0.9%
VNIM
19
Vaughan Nelson Investment Management
Texas
$85.9M 1,053,011 -43,625 -4%
ACH
20
ArrowMark Colorado Holdings
Colorado
$85.2M 1,043,985 -640,849 -38%
Norges Bank
21
Norges Bank
Norway
$83.5M 1,023,687 – –
VOYA Investment Management
22
VOYA Investment Management
Georgia
$70.9M 868,603 +778,646 +866%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$68.1M 835,079 +418,846 +101%
JCM
24
Junto Capital Management
New York
$62.6M 767,583 +163,330 +27%
Deutsche Bank
25
Deutsche Bank
Germany
$56.2M 688,499 -22,974 -3%
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