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LPL Financial
LPLA

Overview Fund Activity

149 hedge funds and large institutions have $3.4B invested in LPL Financial in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+5
Holders Change %
+3.47%
% of All Funds
4.83%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.23%
New
24
Increased
73
Reduced
44
Closed
15
Calls
$616K
Puts
$1.07M
Net Calls
-$452K
Net Calls Change
-$490K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$73.4M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$71.4M
3
William Blair & Company
3
William Blair & Company
Illinois
$176M
4
JHIU
4
Janus Henderson Investors US
Colorado
$188M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$161M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$653M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$343M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.06M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Millennium Management
5
Millennium Management
New York
$790K
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$6.62M +$5.35M +139,668 +421%
Two Sigma Investments
52
Two Sigma Investments
New York
$6.61M -$50.3K -1,314 -0.8%
Morgan Stanley
53
Morgan Stanley
New York
$6.45M +$5.99M +156,309 +1,296%
BP
54
Boston Provident
New Jersey
$6.21M -$1.15M -30,000 -16%
SG Americas Securities
55
SG Americas Securities
New York
$5.79M +$5.79M +151,047 New
CCMH
56
Cornerstone Capital Management Holdings
New York
$5.37M +$3.39M +88,550 +172%
First Trust Advisors
57
First Trust Advisors
Illinois
$5.19M +$3.14M +82,008 +154%
CS
58
Credit Suisse
Switzerland
$5.04M +$2.28M +59,616 +83%
SFM
59
Systematic Financial Management
New Jersey
$5.01M +$119K +3,100 +2%
Renaissance Technologies
60
Renaissance Technologies
New York
$4.93M +$3.73M +97,300 +311%
NCCM
61
Nine Chapters Capital Management
New Jersey
$4.4M +$4.4M +114,800 New
BIM
62
Bogle Investment Management
Massachusetts
$4.3M +$1.84M +47,977 +75%
Charles Schwab
63
Charles Schwab
California
$4.17M +$2M +51,763 +92%
HS
64
HighVista Strategies
Massachusetts
$3.92M +$237K +6,174 +6%
Prudential Financial
65
Prudential Financial
New Jersey
$3.66M +$552K +15,000 +18%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$2.87M +$130K +3,398 +5%
ALA
67
Atherton Lane Advisers
California
$2.79M +$1.64M +42,733 +142%
SCM
68
Stux Capital Management
New York
$2.59M +$2.59M +67,500 New
PPA
69
Parametric Portfolio Associates
Washington
$2.45M +$53.3K +1,392 +2%
PP
70
PDT Partners
New York
$2.41M +$1.91M +49,920 +381%
GEM
71
Global Endowment Management
North Carolina
$2.24M +$99.6K +2,600 +5%
Goldman Sachs
72
Goldman Sachs
New York
$2.06M -$8.11M -211,615 -80%
AllianceBernstein
73
AllianceBernstein
Tennessee
$1.96M +$305K +7,951 +18%
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$1.86M -$1.11K -29 -0.1%
Asset Management One
75
Asset Management One
Japan
$1.85M +$478K +12,523 +35%
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