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LPL Financial
LPLA

Overview Fund Activity

153 hedge funds and large institutions have $2.31B invested in LPL Financial in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 37 closing their positions.

Holders
153
Holders Change
-13
Holders Change %
-7.83%
% of All Funds
4.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
27
Increased
61
Reduced
49
Closed
37
Calls
$38.9M
Puts
$15.4M
Net Calls
+$23.5M
Net Calls Change
+$26.9M

Top Buyers

1
CCP
1
Clarkston Capital Partners
Michigan
$74.8M
2
FCIM
2
Fairview Capital Investment Management
California
$123M
3
DIG
3
Dragoneer Investment Group
California
$38.7M
4
Invesco
4
Invesco
Georgia
$103M
5
HCM
5
HMI Capital Management
California
$68.9M

Top Sellers

1
MCM
1
Marcato Capital Management
California
$0
2
American Century Companies
2
American Century Companies
Missouri
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$401K
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIG
26
Partners Capital Investment Group
Massachusetts
$7.96M +$233K +9,402 +3%
SC
27
Samlyn Capital
New York
$7.87M +$7.87M +317,200 New
CAM
28
Coronation Asset Management
South Africa
$7.74M +$1.86M +74,811 +32%
HS
29
HighVista Strategies
Massachusetts
$7.71M +$3.44M +138,897 +81%
Bank of America
30
Bank of America
North Carolina
$7.45M -$1.96M -78,981 -21%
Charles Schwab
31
Charles Schwab
California
$7.43M +$1.03M +41,448 +16%
TCIM
32
TIAA CREF Investment Management
New York
$6.78M -$624K -25,173 -8%
PPA
33
Parametric Portfolio Associates
Washington
$6.02M +$2.39M +96,480 +66%
FCM
34
Frontier Capital Management
Massachusetts
$6M +$20.3K +817 +0.3%
Capital Fund Management (CFM)
35
Capital Fund Management (CFM)
France
$5.26M +$5.26M +212,000 New
WCM
36
Wildcat Capital Management
New York
$5.13M – – –
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$4.86M +$432K +17,400 +10%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$4.69M – – –
Wells Fargo
39
Wells Fargo
California
$4.09M -$10.1M -405,994 -71%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$4.02M +$231K +9,332 +6%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$3.76M +$2.77M +111,752 +280%
LCM
42
Laurion Capital Management
New York
$3.53M +$3.53M +142,450 New
CB
43
Cooke & Bieler
Pennsylvania
$3.53M -$6.17M -248,920 -64%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$3.14M +$3.09M +124,680 +6,714%
Goldman Sachs
45
Goldman Sachs
New York
$3.09M +$1.06M +42,877 +52%
Swiss National Bank
46
Swiss National Bank
Switzerland
$3.04M +$584K +24,400 +24%
ZIM
47
Zacks Investment Management
Illinois
$2.98M +$664K +26,781 +29%
SCM
48
Stonerise Capital Management
California
$2.7M -$2.71M -109,316 -50%
MCM
49
Maltese Capital Management
New York
$2.42M +$1.92M +77,500 +388%
GCP
50
GSA Capital Partners
United Kingdom
$2.1M +$1.58M +63,729 +303%
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