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LPL Financial
LPLA

Overview Fund Activity

168 hedge funds and large institutions have $4.3B invested in LPL Financial in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 29 closing their positions.

Holders
168
Holders Change
-10
Holders Change %
-5.62%
% of All Funds
4.7%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.36%
New
21
Increased
65
Reduced
61
Closed
29
Calls
$10.8M
Puts
$3.59M
Net Calls
+$7.18M
Net Calls Change
+$7.53M

Top Buyers

1
FPA
1
First Pacific Advisors
California
$175M
2
FP
2
FPR Partners
California
$417M
3
SP
3
Stockbridge Partners
Massachusetts
$157M
4
MCM
4
Marcato Capital Management
California
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$18.4M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$3.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
ACM
4
AKRE Capital Management
Virginia
$29.8M
5
TCGI
5
Three Corner Global Investors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DIG
26
Dragoneer Investment Group
California
$23.8M -$668K -16,800 -3%
CPM
27
Crescent Park Management
California
$23.3M – – –
Norges Bank
28
Norges Bank
Norway
$22.1M – – –
MCM
29
Marcato Capital Management
California
$21.9M +$21.9M +550,000 New
Geode Capital Management
30
Geode Capital Management
Massachusetts
$18.7M -$2.76M -69,379 -13%
Wells Fargo
31
Wells Fargo
California
$18.5M +$5.32M +133,686 +40%
Bank of America
32
Bank of America
North Carolina
$18.4M +$17.3M +434,629 +1,604%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$17.8M -$18.3K -459 -0.1%
Northern Trust
34
Northern Trust
Illinois
$17.4M +$192K +4,832 +1%
TIM
35
Thornburg Investment Management
New Mexico
$16.1M – – –
Citadel Advisors
36
Citadel Advisors
Florida
$15.7M -$3.02M -76,052 -16%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$15.2M +$473K +11,884 +3%
BTW
38
Boston Trust Walden
Massachusetts
$14.9M -$954K -23,986 -6%
CCP
39
Clarkston Capital Partners
Michigan
$14.4M +$14.4M +361,490 New
NI
40
Nuance Investments
Missouri
$13.9M -$6.15M -154,646 -31%
CAM
41
Coronation Asset Management
South Africa
$13.6M -$1.34M -33,635 -9%
TCIM
42
TIAA CREF Investment Management
New York
$12M +$1.23M +30,854 +11%
1M
43
13D Management
New York
$11.4M +$11.4M +287,377 New
GC
44
Guggenheim Capital
Illinois
$11.4M -$3.46M -86,934 -23%
PHS
45
Pekin Hardy Strauss
Illinois
$11M +$8.37M +210,402 +312%
CB
46
Cooke & Bieler
Pennsylvania
$10.4M +$8.56M +215,330 +471%
Charles Schwab
47
Charles Schwab
California
$9.66M +$657K +16,520 +7%
FCM
48
Frontier Capital Management
Massachusetts
$9.6M -$6.28K -158 -0.1%
CCMH
49
Cornerstone Capital Management Holdings
New York
$8.2M +$4.53M +113,832 +123%
WCM
50
Wildcat Capital Management
New York
$8.17M -$6.57M -166,066 -45%
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