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LPL Financial
LPLA

Overview Fund Activity

149 hedge funds and large institutions have $3.4B invested in LPL Financial in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+5
Holders Change %
+3.47%
% of All Funds
4.83%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.23%
New
24
Increased
73
Reduced
44
Closed
15
Calls
$616K
Puts
$1.07M
Net Calls
-$452K
Net Calls Change
-$490K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$73.4M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$71.4M
3
William Blair & Company
3
William Blair & Company
Illinois
$176M
4
JHIU
4
Janus Henderson Investors US
Colorado
$188M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$161M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$653M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$343M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.06M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Millennium Management
5
Millennium Management
New York
$790K
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$22.2M 580,639 – –
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$21M 547,146 +230,908 +73%
MSA
28
Mason Street Advisors
Wisconsin
$20.1M 525,500 +516,920 +6,025%
PPCP
29
Pivot Point Capital Partners
California
$20.1M 523,783 – –
IRF
30
IBM Retirement Fund
New York
$18.6M 484,467 +376,954 +351%
AP
31
AlpInvest Partners
Netherlands
$15.2M 395,558 +107,403 +37%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$14.7M 383,890 +68,154 +22%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$13.9M 363,934 -8,995 -2%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$13.8M 360,285 -60,253 -14%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$13.2M 345,442 +144,785 +72%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$11.7M 306,192 +44,596 +17%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$11.7M 304,930 +34,670 +13%
FAM
38
Fred Alger Management
New York
$11.6M 302,706 -14,523 -5%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$11.4M 297,770 +112,164 +60%
NFA
40
Nationwide Fund Advisors
Ohio
$11M 288,330 +120,530 +72%
NTCOC
41
Northern Trust Company of Connecticut
Connecticut
$10.6M 276,713 -21,742 -7%
MAA
42
Managed Account Advisors
New Jersey
$10.6M 276,104 +75,794 +38%
Northern Trust
43
Northern Trust
Illinois
$10.4M 272,369 +76,041 +39%
Wells Fargo
44
Wells Fargo
California
$9.68M 252,765 -2,590 -1%
FCM
45
Frontier Capital Management
Massachusetts
$8.64M 225,400 -5,130 -2%
TCIM
46
TIAA CREF Investment Management
New York
$8.16M 213,065 -13,874 -6%
Alyeska Investment Group
47
Alyeska Investment Group
Illinois
$7.66M 200,000 +200,000 New
N
48
Natixis
France
$7.66M 200,000 +200,000 New
GC
49
Globeflex Capital
California
$7.03M 183,547 +27,870 +18%
MAM
50
Martingale Asset Management
Massachusetts
$6.72M 175,262 +140,202 +400%
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