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LPL Financial
LPLA

Overview Fund Activity

171 hedge funds and large institutions have $4.33B invested in LPL Financial in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 21 closing their positions.

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
4.56%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
31
Increased
67
Reduced
50
Closed
21
Calls
$224K
Puts
$211K
Net Calls
+$13K
Net Calls Change
+$562K

Top Buyers

1
Nomura Holdings
1
Nomura Holdings
Japan
$92.8M
2
Invesco
2
Invesco
Georgia
$194M
3
FP
3
FPR Partners
California
$418M
4
KKRC
4
Kohlberg Kravis Roberts & Co
New York
$59M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$41.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$46.1M
2
SC
2
Samlyn Capital
New York
$0
3
SC
3
Salzman & Co
New York
$0
4
MSA
4
Mason Street Advisors
Wisconsin
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$353M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
26
BlackRock Fund Advisors
California
$41.3M 941,268 -16,309 -2%
TAM
27
Toscafund Asset Management
United Kingdom
$28.1M 640,000 -105,000 -14%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$27.5M 627,202 +152,131 +32%
Northern Trust
29
Northern Trust
Illinois
$22.8M 520,480 +26,135 +5%
Norges Bank
30
Norges Bank
Norway
$22.3M 508,612 – –
CPM
31
Crescent Park Management
California
$21.9M 498,691 +397,800 +394%
MAA
32
Managed Account Advisors
New Jersey
$19.3M 439,821 +18,504 +4%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$18.7M 427,417 +20,671 +5%
GC
34
Guggenheim Capital
Illinois
$18.5M 421,063 +381,117 +954%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$15.8M 359,371 -82,395 -19%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$14.7M 335,279 +10,121 +3%
CC
37
Clearline Capital
New York
$13.2M 300,469 +300,469 New
TCIM
38
TIAA CREF Investment Management
New York
$13.2M 300,422 +23,392 +8%
Wells Fargo
39
Wells Fargo
California
$12.4M 283,429 +3,738 +1%
PCM
40
Penn Capital Management
Pennsylvania
$11.5M 262,873 -45,155 -15%
FCM
41
Frontier Capital Management
Massachusetts
$10.6M 240,850 -10,627 -4%
SBH
42
Segall Bryant & Hamill
Illinois
$10.1M 230,426 -15,823 -6%
WCM
43
Wildcat Capital Management
New York
$9.06M 206,647 – –
Natixis Advisors
44
Natixis Advisors
Massachusetts
$8.86M 202,006 +3,350 +2%
Charles Schwab
45
Charles Schwab
California
$8.82M 201,067 +33,111 +20%
CCM
46
Concourse Capital Management
Georgia
$8.35M 190,375 +190,375 New
AQR Capital Management
47
AQR Capital Management
Connecticut
$7.13M 162,555 -134,400 -45%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$7.08M 167,400 – –
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$7.02M 160,115 -2,900 -2%
BTW
50
Boston Trust Walden
Massachusetts
$6.76M 154,222 +389 +0.3%
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