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LPL Financial
LPLA

Overview Fund Activity

182 hedge funds and large institutions have $4.29B invested in LPL Financial in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 14 closing their positions.

Holders
182
Holders Change
+33
Holders Change %
+22.15%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
47
Increased
56
Reduced
68
Closed
14
Calls
$146K
Puts
$1.11M
Net Calls
-$959K
Net Calls Change
-$507K

Top Buyers

1
Invesco
1
Invesco
Georgia
$103M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$230M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$123M
4
BIT
4
BlackRock Institutional Trust
California
$84.7M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$22.6M

Top Sellers

1
HLA
1
Hamilton Lane Advisors
Pennsylvania
$3.14M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$394M
3
State Street
3
State Street
Massachusetts
$36.8M
4
California State Teachers Retirement System (CalSTRS)
4
California State Teachers Retirement System (CalSTRS)
California
$4.82M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$25M 532,275 -48,364 -8%
PPCP
27
Pivot Point Capital Partners
California
$24.6M 523,783 – –
Fidelity Investments
28
Fidelity Investments
Massachusetts
$23.5M 500,000 -500,000 -50%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$22.6M 480,570 +480,570 New
MAA
30
Managed Account Advisors
New Jersey
$20.9M 444,099 +167,995 +61%
Alyeska Investment Group
31
Alyeska Investment Group
Illinois
$19.8M 420,000 +220,000 +110%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$18.5M 392,518 +47,076 +14%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$16.5M 350,884 -13,050 -4%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$15.4M 328,385 +23,455 +8%
PCM
35
Penn Capital Management
Pennsylvania
$14.4M 306,101 +306,101 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$13.7M 292,110 -14,082 -5%
AP
37
AlpInvest Partners
Netherlands
$13.4M 285,014 -110,544 -28%
Northern Trust
38
Northern Trust
Illinois
$13.3M 283,167 +10,798 +4%
Goldman Sachs
39
Goldman Sachs
New York
$13.1M 278,744 +224,934 +418%
NFA
40
Nationwide Fund Advisors
Ohio
$12.7M 270,926 -17,404 -6%
NTCOC
41
Northern Trust Company of Connecticut
Connecticut
$11.9M 252,043 -24,670 -9%
Wells Fargo
42
Wells Fargo
California
$11.8M 250,721 -2,044 -0.8%
Deutsche Bank
43
Deutsche Bank
Germany
$11.2M 237,891 +65,061 +38%
FCM
44
Frontier Capital Management
Massachusetts
$10.5M 222,670 -2,730 -1%
TCGI
45
Three Corner Global Investors
New York
$10.3M 219,300 +219,300 New
SC
46
Samlyn Capital
New York
$10.2M 217,600 +217,600 New
TCIM
47
TIAA CREF Investment Management
New York
$9.89M 210,220 -2,845 -1%
Two Sigma Investments
48
Two Sigma Investments
New York
$9.68M 205,864 +33,339 +19%
N
49
Natixis
France
$9.42M 200,200 +200 +0.1%
GC
50
Globeflex Capital
California
$8.77M 186,313 +2,766 +2%
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