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LPL Financial
LPLA

Overview Fund Activity

340 hedge funds and large institutions have $7.07B invested in LPL Financial in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 25 closing their positions.

Holders
340
Holders Change
+28
Holders Change %
+8.97%
% of All Funds
6.71%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.22%
New
63
Increased
105
Reduced
135
Closed
25
Calls
$70.7M
Puts
$4.61M
Net Calls
+$66.1M
Net Calls Change
-$41.8M

Top Buyers

1
SC
1
Samlyn Capital
New York
$318M
2
HCM
2
Highline Capital Management
New York
$47.6M
3
Invesco
3
Invesco
Georgia
$253M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$115M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$167M

Top Sellers

1
FPA
1
First Pacific Advisors
California
$175M
2
Prudential Financial
2
Prudential Financial
New Jersey
$11.4M
3
Nomura Holdings
3
Nomura Holdings
Japan
$919K
4
FCM
4
Frontier Capital Management
Massachusetts
$94.6M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$18.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$889M 9,641,807 -236,323 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$868M 9,408,350 +12,024 +0.1%
BlackRock
3
BlackRock
New York
$363M 3,937,311 -88,285 -2%
SC
4
Samlyn Capital
New York
$318M 3,443,712 +2,039,132 +145%
Invesco
5
Invesco
Georgia
$253M 2,747,440 +444,469 +19%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$221M 2,398,343 -130,987 -5%
FPA
7
First Pacific Advisors
California
$175M 1,897,246 -713,927 -27%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$167M 1,807,479 +343,766 +23%
SCA
9
Southpoint Capital Advisors
New York
$161M 1,750,000 +250,000 +17%
American Century Companies
10
American Century Companies
Missouri
$146M 1,577,613 -15,849 -1%
FCIM
11
Fairview Capital Investment Management
California
$132M 1,431,380 +4,790 +0.3%
CCP
12
Clarkston Capital Partners
Michigan
$126M 1,370,752 +16,710 +1%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$124M 1,344,047 +85,862 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$123M 1,330,328 -57,168 -4%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$115M 1,251,728 +367,788 +42%
APG Asset Management
16
APG Asset Management
Netherlands
$113M 1,377,700 -17,435 -1%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$113M 1,220,806 -74,590 -6%
Citadel Advisors
18
Citadel Advisors
Florida
$106M 1,147,855 -249,801 -18%
State Street
19
State Street
Massachusetts
$104M 1,123,634 -23,704 -2%
Victory Capital Management
20
Victory Capital Management
Texas
$96.5M 1,046,140 +255,835 +32%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$95M 1,029,415 -69,098 -6%
FCM
22
Frontier Capital Management
Massachusetts
$94.6M 1,025,407 -379,218 -27%
Norges Bank
23
Norges Bank
Norway
$90.3M 979,044 -18,978 -2%
JCM
24
Junto Capital Management
New York
$83.4M 903,667 -127,271 -12%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$77.5M 840,079 -98,896 -11%
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