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LPL Financial
LPLA

Overview Fund Activity

175 hedge funds and large institutions have $4.18B invested in LPL Financial in 2014 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 26 closing their positions.

Holders
175
Holders Change
-5
Holders Change %
-2.78%
% of All Funds
5.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
23
Increased
65
Reduced
67
Closed
26
Calls
$695K
Puts
$668K
Net Calls
+$27K
Net Calls Change
-$51K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$29.9M
2
American Century Companies
2
American Century Companies
Missouri
$86.5M
3
FCIM
3
Fairview Capital Investment Management
California
$141M
4
Millennium Management
4
Millennium Management
New York
$14.8M
5
TAM
5
Toscafund Asset Management
United Kingdom
$12M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$58.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$320K
3
Norges Bank
3
Norges Bank
Norway
$24.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$113M
5
SP
5
Stockbridge Partners
Massachusetts
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$24.5M 532,275 -532,275 -50%
GC
27
Guggenheim Capital
Illinois
$22.9M 497,549 +35,701 +8%
Northern Trust
28
Northern Trust
Illinois
$22.2M 482,395 +172,179 +56%
MAA
29
Managed Account Advisors
New Jersey
$21.5M 467,638 -40,623 -8%
MSA
30
Mason Street Advisors
Wisconsin
$21.4M 464,276 +14,892 +3%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$18.4M 400,144 +8,518 +2%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$17.7M 383,871 +25,149 +7%
Westfield Capital Management
33
Westfield Capital Management
Massachusetts
$16.5M 358,385 -55,660 -13%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$16M 346,903 +5,275 +2%
Millennium Management
35
Millennium Management
New York
$14.8M 322,374 +322,374 New
PCM
36
Penn Capital Management
Pennsylvania
$14.7M 319,087 +3,056 +1%
AQR Capital Management
37
AQR Capital Management
Connecticut
$14.1M 305,609 +8,809 +3%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$14.1M 305,451 +107,792 +55%
TCIM
39
TIAA CREF Investment Management
New York
$12.4M 270,222 +31,251 +13%
TAM
40
Toscafund Asset Management
United Kingdom
$12M 260,000 +260,000 New
FAM
41
Fred Alger Management
New York
$12M 259,689 -90,734 -26%
Wells Fargo
42
Wells Fargo
California
$11.9M 259,114 +18,040 +7%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$10.4M 225,500 -76,300 -25%
SBH
44
Segall Bryant & Hamill
Illinois
$9.95M 216,060 +216,060 New
Natixis Advisors
45
Natixis Advisors
Massachusetts
$9.3M 202,033 -171,011 -46%
FCM
46
Frontier Capital Management
Massachusetts
$9.2M 199,836 -5,074 -2%
Goldman Sachs
47
Goldman Sachs
New York
$8.94M 194,141 +44,402 +30%
HS
48
HighVista Strategies
Massachusetts
$7.71M 167,409 +44 +0%
First Trust Advisors
49
First Trust Advisors
Illinois
$7.57M 164,321 -39,429 -19%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$7.43M 161,425 +1,816 +1%
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