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LPL Financial
LPLA

Overview Fund Activity

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.

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

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$68.3M
2
FCIM
2
Fairview Capital Investment Management
California
$132M
3
SP
3
Stockbridge Partners
Massachusetts
$89.5M
4
CCP
4
Clarkston Capital Partners
Michigan
$74.6M
5
JHIU
5
Janus Henderson Investors US
Colorado
$146M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$133M
2
Franklin Resources
2
Franklin Resources
California
$2.52M
3
SC
3
Samlyn Capital
New York
$0
4
HS
4
HighVista Strategies
Massachusetts
$0
5
FPA
5
First Pacific Advisors
California
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
PCIG
26
Partners Capital Investment Group
Massachusetts
$7.92M 351,369 +30,487 +10%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$6.79M 301,281 +174,744 +138%
Charles Schwab
28
Charles Schwab
California
$6.48M 287,412 -12,110 -4%
Bank of America
29
Bank of America
North Carolina
$6.11M 270,962 -29,421 -10%
FCM
30
Frontier Capital Management
Massachusetts
$5.31M 235,451 -6,366 -3%
Federated Hermes
31
Federated Hermes
Pennsylvania
$5.08M 225,485 +142,948 +173%
Millennium Management
32
Millennium Management
New York
$5M 221,895 +221,895 New
Wells Fargo
33
Wells Fargo
California
$4.91M 218,032 +53,014 +32%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$4.65M 206,200 +10,400 +5%
WCM
35
Wildcat Capital Management
New York
$4.61M 206,647 – –
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$4.59M 203,900 +14,700 +8%
CCMH
37
Cornerstone Capital Management Holdings
New York
$4.45M 197,339 +193,839 +5,538%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$4.2M 186,282 +24,128 +15%
ARTA
39
A.R.T. Advisors
New York
$4.17M 184,910 -260,539 -58%
PPA
40
Parametric Portfolio Associates
Washington
$3.25M 144,358 -98,362 -41%
Goldman Sachs
41
Goldman Sachs
New York
$3.22M 142,846 +18,228 +15%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$3M 133,050 +79,700 +149%
Swiss National Bank
43
Swiss National Bank
Switzerland
$2.86M 126,800 – –
TA
44
Teachers Advisors
New York
$2.8M 124,253 +61,348 +98%
Franklin Resources
45
Franklin Resources
California
$2.52M 112,050 -722,206 -87%
ZIM
46
Zacks Investment Management
Illinois
$2.28M 101,159 -18,996 -16%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$2.26M 100,326 +16,587 +20%
EVM
48
Eaton Vance Management
Massachusetts
$2.24M 99,471 +23,276 +31%
Skandinaviska Enskilda Banken (SEB)
49
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.12M 94,000 +94,000 New
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.83M 81,310 +81,310 New
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