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LPL Financial
LPLA

Overview Fund Activity

180 hedge funds and large institutions have $4.56B invested in LPL Financial in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 40 closing their positions.

Holders
180
Holders Change
-22
Holders Change %
-10.89%
% of All Funds
5.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
18
Increased
76
Reduced
61
Closed
40
Calls
$1.63M
Puts
$1.55M
Net Calls
+$78K
Net Calls Change
+$1.62M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$63.6M
2
FP
2
FPR Partners
California
$389M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$384M
4
SP
4
Stockbridge Partners
Massachusetts
$155M
5
PCM
5
Palestra Capital Management
New York
$41.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$30.7M
3
Millennium Management
3
Millennium Management
New York
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$63.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Salzman & Co
New York
$26.3M 527,757 +527,757 New
MAA
27
Managed Account Advisors
New Jersey
$25.3M 508,261 +92,151 +22%
GC
28
Guggenheim Capital
Illinois
$23M 461,848 +421,576 +1,047%
MSA
29
Mason Street Advisors
Wisconsin
$22.4M 449,384 +208,239 +86%
Westfield Capital Management
30
Westfield Capital Management
Massachusetts
$20.6M 414,045 +44,075 +12%
RIM
31
RS Investment Management
California
$19.7M 395,442 +395,442 New
Geode Capital Management
32
Geode Capital Management
Massachusetts
$19.5M 391,626 -38,802 -9%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$18.6M 373,044 +92,891 +33%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$17.8M 358,722 +22,085 +7%
FAM
35
Fred Alger Management
New York
$17.4M 350,423 +173,599 +98%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$17M 341,628 +51,391 +18%
PCM
37
Penn Capital Management
Pennsylvania
$15.7M 316,031 +85,368 +37%
Northern Trust
38
Northern Trust
Illinois
$15.4M 310,216 -113,965 -27%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$15M 301,800 +6,200 +2%
AQR Capital Management
40
AQR Capital Management
Connecticut
$14.8M 296,800 +162,300 +121%
Wells Fargo
41
Wells Fargo
California
$12M 241,074 -13,695 -5%
TCIM
42
TIAA CREF Investment Management
New York
$11.9M 238,971 +30,394 +15%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$10.4M 208,719 -160,820 -44%
FCM
44
Frontier Capital Management
Massachusetts
$10.2M 204,910 -11,630 -5%
First Trust Advisors
45
First Trust Advisors
Illinois
$10.1M 203,750 -45,437 -18%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$9.83M 197,659 -406,351 -67%
CS
47
Credit Suisse
Switzerland
$9.32M 187,394 +59,475 +46%
RIM
48
Rainier Investment Management
Washington
$8.37M 168,330 -155,510 -48%
HS
49
HighVista Strategies
Massachusetts
$8.33M 167,365 +18,422 +12%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$7.94M 159,609 +62,900 +65%
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