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LPL Financial

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.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

34% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 50

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more funds holding

Funds holding: 162171 (+9)

5% more capital invested

Capital invested by funds: $4.12B → $4.33B (+$210M)

6% more call options, than puts

Call options by funds: $224K | Put options by funds: $211K

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
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
BlackRock Fund Advisors
California
$41.3M -$721K -16,309 -2%
TAM
27
Toscafund Asset Management
United Kingdom
$28.1M -$4.64M -105,000 -14%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$27.5M +$6.72M +152,131 +32%
Northern Trust
29
Northern Trust
Illinois
$22.8M +$1.15M +26,135 +5%
Norges Bank
30
Norges Bank
Norway
$22.3M
CPM
31
Crescent Park Management
California
$21.9M +$17.6M +397,800 +394%
MAA
32
Managed Account Advisors
New Jersey
$19.3M +$818K +18,504 +4%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$18.7M +$914K +20,671 +5%
GC
34
Guggenheim Capital
Illinois
$18.5M +$16.8M +381,117 +954%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$15.8M -$3.64M -82,395 -19%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$14.7M +$447K +10,121 +3%
CC
37
Clearline Capital
New York
$13.2M +$13.3M +300,469 New
TCIM
38
TIAA CREF Investment Management
New York
$13.2M +$1.03M +23,392 +8%
Wells Fargo
39
Wells Fargo
California
$12.4M +$165K +3,738 +1%
PCM
40
Penn Capital Management
Pennsylvania
$11.5M -$2M -45,155 -15%
FCM
41
Frontier Capital Management
Massachusetts
$10.6M -$470K -10,627 -4%
SBH
42
Segall Bryant & Hamill
Illinois
$10.1M -$699K -15,823 -6%
WCM
43
Wildcat Capital Management
New York
$9.06M
Natixis Advisors
44
Natixis Advisors
Massachusetts
$8.86M +$148K +3,350 +2%
Charles Schwab
45
Charles Schwab
California
$8.82M +$1.46M +33,111 +20%
CCM
46
Concourse Capital Management
Georgia
$8.35M +$8.41M +190,375 New
AQR Capital Management
47
AQR Capital Management
Connecticut
$7.13M -$5.94M -134,400 -45%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$7.08M
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$7.02M -$128K -2,900 -2%
BTW
50
Boston Trust Walden
Massachusetts
$6.76M +$17.2K +389 +0.3%