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LPL Financial
LPLA

144 hedge funds and large institutions have $3.48B invested in LPL Financial in 2013 Q2 according to their latest regulatory filings, with 144 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $812K | Put options by funds: $774K

Holders
144
Holders Change
+144
Holders Change %
–
% of All Funds
4.7%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
% of All Funds
0.29%
New
144
Increased
–
Reduced
–
Closed
–
Calls
$812K
Puts
$774K
Net Calls
+$38K
Net Calls Change
+$38K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
26
Natixis Advisors
Massachusetts
$14.1M +$13.3M +372,929 New
FAM
27
Fred Alger Management
New York
$12M +$11.3M +317,229 New
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$11.9M +$11.3M +316,238 New
N
29
Nuveen
North Carolina
$11.9M +$11.3M +315,736 New
NTCOC
30
Northern Trust Company of Connecticut
Connecticut
$11.3M +$10.7M +298,455 New
AP
31
AlpInvest Partners
Netherlands
$10.9M +$10.3M +288,155 New
HLA
32
Hamilton Lane Advisors
Pennsylvania
$10.8M +$10.2M +286,160 New
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$10.2M +$9.66M +270,260 New
Goldman Sachs
34
Goldman Sachs
New York
$10M +$9.49M +265,425 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$9.88M +$9.35M +261,596 New
Wells Fargo
36
Wells Fargo
California
$9.64M +$9.13M +255,355 New
FCM
37
Frontier Capital Management
Massachusetts
$8.71M +$8.24M +230,530 New
TCIM
38
TIAA CREF Investment Management
New York
$8.57M +$8.11M +226,939 New
Geode Capital Management
39
Geode Capital Management
Massachusetts
$7.58M +$7.17M +200,657 New
MAA
40
Managed Account Advisors
New Jersey
$7.56M +$7.16M +200,310 New
Northern Trust
41
Northern Trust
Illinois
$7.41M +$7.02M +196,328 New
BP
42
Boston Provident
New Jersey
$7.25M +$6.86M +191,960 New
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$7.01M +$6.64M +185,606 New
Two Sigma Investments
44
Two Sigma Investments
New York
$6.57M +$6.22M +173,839 New
NFA
45
Nationwide Fund Advisors
Ohio
$6.34M +$6M +167,800 New
GC
46
Globeflex Capital
California
$5.88M +$5.57M +155,677 New
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$4.94M +$4.68M +130,776 New
SFM
48
Systematic Financial Management
New Jersey
$4.82M +$4.56M +127,600 New
IRF
49
IBM Retirement Fund
New York
$4.06M +$3.84M +107,513 New
Millennium Management
50
Millennium Management
New York
$3.87M +$3.67M +102,597 New
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LPLA Hedge Fund Activity: Q2 2013 in Review

144 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2013, worth a combined $3.48B.

Buyers outnumbered sellers: 144 funds opened new LPLA positions and 0 closed out — a net gain of 144 holders — while 0 added to existing stakes and 0 trimmed.

  • 144 institutional investors held LPL Financial (LPLA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.48B of LPL Financial stock for Q2 2013.
  • 144 funds opened new LPL Financial positions in Q2 2013 and 0 closed out, a net change of +144 holders.

Based on aggregated 13F filings for Q2 2013.