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LPL Financial
LPLA

Overview Fund Activity

162 hedge funds and large institutions have $4.12B invested in LPL Financial in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 37 closing their positions.

Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
4.32%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.29%
New
26
Increased
66
Reduced
54
Closed
37
Calls
$63K
Puts
$612K
Net Calls
-$549K
Net Calls Change
-$576K

Top Buyers

1
SA
1
SPO Advisory
California
$246M
2
Citadel Advisors
2
Citadel Advisors
Florida
$108M
3
Franklin Resources
3
Franklin Resources
California
$62.8M
4
SC
4
Samlyn Capital
New York
$51.7M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$379M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Principal Financial Group
3
Principal Financial Group
Iowa
$0
4
GC
4
Guggenheim Capital
Illinois
$1.78M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Salzman & Co
New York
$25.1M 562,785 +7,968 +1%
MSA
27
Mason Street Advisors
Wisconsin
$23.3M 523,392 +59,116 +13%
Norges Bank
28
Norges Bank
Norway
$22.7M 508,612 -23,663 -4%
Northern Trust
29
Northern Trust
Illinois
$22M 494,345 +11,950 +2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$21.2M 475,071 +91,200 +24%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$19.7M 441,766 +94,863 +27%
MAA
32
Managed Account Advisors
New Jersey
$18.8M 421,317 -46,321 -10%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$18.1M 406,746 +6,602 +2%
Westfield Capital Management
34
Westfield Capital Management
Massachusetts
$15.2M 341,875 -16,510 -5%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$14.5M 325,158 +19,707 +6%
PCM
36
Penn Capital Management
Pennsylvania
$13.7M 308,028 -11,059 -3%
AQR Capital Management
37
AQR Capital Management
Connecticut
$13.2M 296,955 -8,654 -3%
FAM
38
Fred Alger Management
New York
$12.6M 283,114 +23,425 +9%
Wells Fargo
39
Wells Fargo
California
$12.5M 279,691 +20,577 +8%
TCIM
40
TIAA CREF Investment Management
New York
$12.3M 277,030 +6,808 +3%
FCM
41
Frontier Capital Management
Massachusetts
$11.2M 251,477 +51,641 +26%
SBH
42
Segall Bryant & Hamill
Illinois
$11M 246,249 +30,189 +14%
WCM
43
Wildcat Capital Management
New York
$9.21M 206,647 +206,647 New
Natixis Advisors
44
Natixis Advisors
Massachusetts
$8.85M 198,656 -3,377 -2%
Capital Fund Management (CFM)
45
Capital Fund Management (CFM)
France
$8.27M 185,698 +159,398 +606%
Charles Schwab
46
Charles Schwab
California
$7.48M 167,956 +14,660 +10%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$7.26M 163,015 +1,590 +1%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$7.08M 167,400 -58,100 -26%
BTW
49
Boston Trust Walden
Massachusetts
$6.85M 153,833 +102,797 +201%
Asset Management One
50
Asset Management One
Japan
$6.54M 145,179 +84,560 +139%
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