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LPL Financial

145 hedge funds and large institutions have $2.12B invested in LPL Financial in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 42

5% less funds holding

Funds holding: 153145 (-8)

8% less capital invested

Capital invested by funds: $2.31B → $2.12B (-$195M)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

36% less call options, than puts

Call options by funds: $2.47M | Put options by funds: $3.84M

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
29
Increased
64
Reduced
42
Closed
34
Calls
$2.47M
Puts
$3.84M
Net Calls
-$1.37M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
26
Partners Capital Investment Group
Massachusetts
$7.92M +$766K +30,487 +10%
JP Morgan Chase
27
JP Morgan Chase
New York
$6.79M +$4.39M +174,744 +138%
Charles Schwab
28
Charles Schwab
California
$6.48M -$304K -12,110 -4%
Bank of America
29
Bank of America
North Carolina
$6.11M -$739K -29,421 -10%
FCM
30
Frontier Capital Management
Massachusetts
$5.3M -$160K -6,366 -3%
Federated Hermes
31
Federated Hermes
Pennsylvania
$5.08M +$3.59M +142,948 +173%
Millennium Management
32
Millennium Management
New York
$5M +$5.57M +221,895 New
Wells Fargo
33
Wells Fargo
California
$4.91M +$1.33M +53,014 +32%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$4.65M +$261K +10,400 +5%
WCM
35
Wildcat Capital Management
New York
$4.61M
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$4.59M +$369K +14,700 +8%
CCMH
37
Cornerstone Capital Management Holdings
New York
$4.45M +$4.87M +193,839 +5,538%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$4.2M +$606K +24,128 +15%
ARTA
39
A.R.T. Advisors
New York
$4.17M -$6.54M -260,539 -58%
PPA
40
Parametric Portfolio Associates
Washington
$3.25M -$2.47M -98,362 -41%
Goldman Sachs
41
Goldman Sachs
New York
$3.22M +$458K +18,228 +15%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$3M +$2M +79,700 +149%
Swiss National Bank
43
Swiss National Bank
Switzerland
$2.86M
TA
44
Teachers Advisors
New York
$2.8M +$1.54M +61,348 +98%
Franklin Resources
45
Franklin Resources
California
$2.52M -$18.1M -722,206 -87%
ZIM
46
Zacks Investment Management
Illinois
$2.28M -$477K -18,996 -16%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$2.26M +$417K +16,587 +20%
EVM
48
Eaton Vance Management
Massachusetts
$2.24M +$585K +23,276 +31%
Skandinaviska Enskilda Banken (SEB)
49
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.12M +$2.36M +94,000 New
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.83M +$2.04M +81,310 New