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LPL Financial
LPLA

Overview Fund Activity

202 hedge funds and large institutions have $4.78B invested in LPL Financial in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 46 increasing their positions, 96 reducing their positions, and 18 closing their positions.

Holders
202
Holders Change
+20
Holders Change %
+10.99%
% of All Funds
5.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
40
Increased
46
Reduced
96
Closed
18
Calls
$1.2M
Puts
$2.74M
Net Calls
-$1.54M
Net Calls Change
-$580K

Top Buyers

1
LPC
1
Lone Pine Capital
Connecticut
$448M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$344M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$74.9M
4
Millennium Management
4
Millennium Management
New York
$27M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$160M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$677M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.92M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$361M
4
American Century Companies
4
American Century Companies
Missouri
$0
5
William Blair & Company
5
William Blair & Company
Illinois
$167M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
26
HMI Capital Management
California
$23.2M 442,000 +257,000 +139%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$22.6M 430,428 +37,910 +10%
Northern Trust
28
Northern Trust
Illinois
$22.3M 424,181 +141,014 +50%
MAA
29
Managed Account Advisors
New Jersey
$21.9M 416,110 -27,989 -6%
Alyeska Investment Group
30
Alyeska Investment Group
Illinois
$21.6M 410,165 -9,835 -2%
Westfield Capital Management
31
Westfield Capital Management
Massachusetts
$19.4M 369,970 -110,600 -23%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$19.4M 369,539 -240,508 -39%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$17.7M 336,637 +8,252 +3%
PPCP
34
Pivot Point Capital Partners
California
$17.3M 328,861 -194,922 -37%
RIM
35
Rainier Investment Management
Washington
$17M 323,840 +323,840 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$15.3M 290,237 -1,873 -0.6%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$14.7M 280,153 -70,731 -20%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$14.6M 295,600 +138,000 +88%
Wells Fargo
39
Wells Fargo
California
$13.4M 254,769 +4,048 +2%
First Trust Advisors
40
First Trust Advisors
Illinois
$13.1M 249,187 +91,376 +58%
MSA
41
Mason Street Advisors
Wisconsin
$12.7M 241,145 -325,976 -57%
PCM
42
Penn Capital Management
Pennsylvania
$12.1M 230,663 -75,438 -25%
FCM
43
Frontier Capital Management
Massachusetts
$11.4M 216,540 -6,130 -3%
UOC
44
UBS O'Connor
Illinois
$11.2M 213,142 +38,965 +22%
Morgan Stanley
45
Morgan Stanley
New York
$11.1M 210,759 +185,081 +721%
TCIM
46
TIAA CREF Investment Management
New York
$11M 208,577 -1,643 -0.8%
N
47
Natixis
France
$10.5M 200,000 -200 -0.1%
AP
48
AlpInvest Partners
Netherlands
$9.77M 186,014 -99,000 -35%
GC
49
Globeflex Capital
California
$9.74M 185,413 -900 -0.5%
FAM
50
Fred Alger Management
New York
$9.29M 176,824 +898 +0.5%
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