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LPL Financial
LPLA

Overview Fund Activity

312 hedge funds and large institutions have $6.28B invested in LPL Financial in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 133 reducing their positions, and 49 closing their positions.

Holders
312
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
99
Reduced
133
Closed
49
Calls
$115M
Puts
$6.73M
Net Calls
+$108M
Net Calls Change
+$59.2M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$114M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$54.4M
3
Nomura Holdings
3
Nomura Holdings
Japan
$39.3M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$106M
5
SSA
5
Schonfeld Strategic Advisors
New York
$30.9M

Top Sellers

1
SC
1
Samlyn Capital
New York
$115M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$207M
3
SCA
3
Southpoint Capital Advisors
New York
$123M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$41.6M
5
American Century Companies
5
American Century Companies
Missouri
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$809M 9,878,130 -59,053 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$770M 9,396,326 -188,671 -2%
BlackRock
3
BlackRock
New York
$330M 4,025,596 -118,851 -3%
FPA
4
First Pacific Advisors
California
$214M 2,611,173 -292,083 -10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$207M 2,529,330 -723,632 -22%
Invesco
6
Invesco
Georgia
$189M 2,302,971 +12,965 +0.6%
American Century Companies
7
American Century Companies
Missouri
$131M 1,593,462 -526,346 -25%
SCA
8
Southpoint Capital Advisors
New York
$123M 1,500,000 -550,000 -27%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$120M 1,463,713 -1,860 -0.1%
FCIM
10
Fairview Capital Investment Management
California
$117M 1,426,590 -84,410 -6%
FCM
11
Frontier Capital Management
Massachusetts
$115M 1,404,625 -264,140 -16%
SC
12
Samlyn Capital
New York
$115M 1,404,580 -826,807 -37%
Citadel Advisors
13
Citadel Advisors
Florida
$114M 1,397,656 +1,026,465 +277%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$114M 1,387,496 +32,229 +2%
CCP
15
Clarkston Capital Partners
Michigan
$111M 1,354,042 -17,143 -1%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$106M 1,295,396 +426,793 +49%
APG Asset Management
17
APG Asset Management
Netherlands
$105M 1,395,135 -15,265 -1%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$103M 1,258,185 +71,444 +6%
State Street
19
State Street
Massachusetts
$94M 1,147,338 -3,241 -0.3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$90M 1,098,513 -61,478 -5%
JCM
21
Junto Capital Management
New York
$84.4M 1,030,938 +263,355 +34%
Norges Bank
22
Norges Bank
Norway
$81.7M 998,022 -25,665 -3%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$76.9M 938,975 +103,896 +12%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$72.4M 883,940 +219,581 +33%
ACH
25
ArrowMark Colorado Holdings
Colorado
$65.9M 805,087 -238,898 -23%
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