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LPL Financial
LPLA

Overview Fund Activity

144 hedge funds and large institutions have $3.48B invested in LPL Financial in 2013 Q2 according to their latest regulatory filings, with 144 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
144
Holders Change
+144
Holders Change %
–
% of All Funds
4.7%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
%
% of All Funds
0.29%
New
144
Increased
–
Reduced
–
Closed
–
Calls
$812K
Puts
$774K
Net Calls
+$38K
Net Calls Change
+$38K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$3.73M +$3.73M +98,689 New
HS
52
HighVista Strategies
Massachusetts
$3.63M +$3.63M +96,166 New
Prudential Financial
53
Prudential Financial
New Jersey
$3.19M +$3.19M +84,444 New
Barclays
54
Barclays
United Kingdom
$2.84M +$2.84M +75,284 New
CS
55
Credit Suisse
Switzerland
$2.72M +$2.72M +71,942 New
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$2.7M +$2.7M +71,436 New
SO
57
STRS Ohio
Ohio
$2.56M +$2.56M +67,716 New
BIM
58
Bogle Investment Management
Massachusetts
$2.43M +$2.43M +64,369 New
GC
59
Guggenheim Capital
Illinois
$2.41M +$2.41M +63,873 New
PPA
60
Parametric Portfolio Associates
Washington
$2.36M +$2.36M +62,467 New
Charles Schwab
61
Charles Schwab
California
$2.14M +$2.14M +56,075 New
GEM
62
Global Endowment Management
North Carolina
$2.11M +$2.11M +55,900 New
First Trust Advisors
63
First Trust Advisors
Illinois
$2.01M +$2.01M +53,341 New
CCMH
64
Cornerstone Capital Management Holdings
New York
$1.95M +$1.95M +51,591 New
AIC
65
Aurora Investment Counsel
Georgia
$1.84M +$1.84M +46,737 New
Swiss National Bank
66
Swiss National Bank
Switzerland
$1.84M +$1.84M +48,600 New
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$1.83M +$1.83M +48,582 New
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.83M +$1.83M +48,475 New
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$1.69M +$1.69M +44,871 New
Bank of America
70
Bank of America
North Carolina
$1.64M +$1.64M +43,427 New
AllianceBernstein
71
AllianceBernstein
Tennessee
$1.63M +$1.63M +43,229 New
DIA
72
Davidson Investment Advisors
Montana
$1.56M +$1.56M +41,375 New
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$1.48M +$1.48M +39,259 New
TRSOTSOK
74
Teachers Retirement System of the State of Kentucky
Kentucky
$1.47M +$1.47M +38,995 New
Asset Management One
75
Asset Management One
Japan
$1.36M +$1.36M +35,884 New
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