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LPL Financial
LPLA

Overview Fund Activity

137 hedge funds and large institutions have $2.85B invested in LPL Financial in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 24 closing their positions.

Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
3.66%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
17
Increased
48
Reduced
52
Closed
24
Calls
$11M
Puts
$2.82M
Net Calls
+$8.18M
Net Calls Change
+$9.55M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$227M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$185M
5
Capital Fund Management (CFM)
5
Capital Fund Management (CFM)
France
$5.5M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
ARTA
3
A.R.T. Advisors
New York
$0
4
BBHC
4
Brown Brothers Harriman & Co
New York
$87.2M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
PCIG
26
Partners Capital Investment Group
Massachusetts
$10.7M 357,951 +6,582 +2%
CCMH
27
Cornerstone Capital Management Holdings
New York
$10.6M 354,553 +157,214 +80%
First Trust Advisors
28
First Trust Advisors
Illinois
$10.5M 349,869 +281,753 +414%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$9.45M 315,780 +14,499 +5%
Bank of America
30
Bank of America
North Carolina
$8.31M 277,681 +6,719 +2%
Wells Fargo
31
Wells Fargo
California
$8.08M 270,109 +52,077 +24%
PPA
32
Parametric Portfolio Associates
Washington
$7.09M 236,962 +92,604 +64%
FCM
33
Frontier Capital Management
Massachusetts
$7.03M 235,147 -304 -0.1%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$6.25M 208,900 +2,700 +1%
WCM
35
Wildcat Capital Management
New York
$6.14M 206,647 – –
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$5.62M 187,782 +1,500 +0.8%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$5.56M 185,900 -18,000 -9%
Capital Fund Management (CFM)
38
Capital Fund Management (CFM)
France
$5.5M 183,702 +183,702 New
Goldman Sachs
39
Goldman Sachs
New York
$5.42M 181,084 +38,238 +27%
TA
40
Teachers Advisors
New York
$5.04M 168,463 +44,210 +36%
EA
41
Efficient Advisors
Ohio
$4.96M 165,854 +165,854 New
Swiss National Bank
42
Swiss National Bank
Switzerland
$3.66M 122,400 -4,400 -3%
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$3M 100,306 -20 -0%
EVM
44
Eaton Vance Management
Massachusetts
$2.98M 99,471 – –
Skandinaviska Enskilda Banken (SEB)
45
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.81M 94,000 – –
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$2.43M 81,310 – –
UBS AM
47
UBS AM
Illinois
$2.19M 73,171 +3,843 +6%
BG
48
BlackRock Group
United Kingdom
$2.12M 70,734 +4,721 +7%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$2.04M 68,297 +3,666 +6%
Asset Management One
50
Asset Management One
Japan
$2.01M 70,268 -6,903 -9%
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