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LPL Financial
LPLA

Overview Fund Activity

166 hedge funds and large institutions have $4.35B invested in LPL Financial in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 30 closing their positions.

Holders
166
Holders Change
-2
Holders Change %
-1.19%
% of All Funds
4.36%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
30
Increased
65
Reduced
54
Closed
30
Calls
$7.46M
Puts
$10.9M
Net Calls
-$3.44M
Net Calls Change
-$10.6M

Top Buyers

1
MCM
1
Marcato Capital Management
California
$258M
2
FP
2
FPR Partners
California
$504M
3
CCP
3
Clarkston Capital Partners
Michigan
$35.2M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$134M
5
SCM
5
Stonerise Capital Management
California
$9.3M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$365M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.9M
3
Citigroup
3
Citigroup
New York
$12M
4
Invesco
4
Invesco
Georgia
$142M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$24.6M 577,860 +22,134 +4%
Wells Fargo
27
Wells Fargo
California
$24.4M 571,012 +104,608 +22%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$21.2M 496,669 +25,558 +5%
Northern Trust
29
Northern Trust
Illinois
$18.5M 432,628 -5,377 -1%
CB
30
Cooke & Bieler
Pennsylvania
$16.7M 391,040 +130,000 +50%
Bank of America
31
Bank of America
North Carolina
$16.2M 379,364 -82,361 -18%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$15.5M 363,331 -18,009 -5%
Morgan Stanley
33
Morgan Stanley
New York
$13.9M 326,644 -3,263,454 -91%
TIM
34
Thornburg Investment Management
New Mexico
$13.7M 322,133 -82,314 -20%
PCIG
35
Partners Capital Investment Group
Massachusetts
$13.3M 311,480 +311,480 New
TCIM
36
TIAA CREF Investment Management
New York
$12.7M 298,591 -4,358 -1%
Citigroup
37
Citigroup
New York
$12M 281,545 -1,790,706 -86%
Charles Schwab
38
Charles Schwab
California
$11M 258,074 +15,317 +6%
FCM
39
Frontier Capital Management
Massachusetts
$10.3M 241,000 -366 -0.2%
CAM
40
Coronation Asset Management
South Africa
$10.1M 237,322 -104,788 -31%
CCMH
41
Cornerstone Capital Management Holdings
New York
$10M 235,185 +29,067 +14%
1M
42
13D Management
New York
$9.75M 228,548 -58,829 -20%
SCM
43
Stonerise Capital Management
California
$9.3M 218,016 +218,016 New
BTW
44
Boston Trust Walden
Massachusetts
$9.27M 217,256 -156,387 -42%
WCM
45
Wildcat Capital Management
New York
$8.81M 206,647 – –
Citadel Advisors
46
Citadel Advisors
Florida
$8.71M 204,312 -189,395 -48%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$8.07M 189,200 – –
PHS
48
Pekin Hardy Strauss
Illinois
$7.94M 186,063 -91,754 -33%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$7.61M 178,400 -7,000 -4%
HS
50
HighVista Strategies
Massachusetts
$7.34M 172,077 +8,776 +5%
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