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LPL Financial
LPLA

Overview Fund Activity

182 hedge funds and large institutions have $4.29B invested in LPL Financial in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 14 closing their positions.

Holders
182
Holders Change
+33
Holders Change %
+22.15%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
47
Increased
56
Reduced
68
Closed
14
Calls
$146K
Puts
$1.11M
Net Calls
-$959K
Net Calls Change
-$507K

Top Buyers

1
Invesco
1
Invesco
Georgia
$103M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$230M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$123M
4
BIT
4
BlackRock Institutional Trust
California
$84.7M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$22.6M

Top Sellers

1
HLA
1
Hamilton Lane Advisors
Pennsylvania
$3.14M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$394M
3
State Street
3
State Street
Massachusetts
$36.8M
4
California State Teachers Retirement System (CalSTRS)
4
California State Teachers Retirement System (CalSTRS)
California
$4.82M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
51
HMI Capital Management
California
$8.7M 185,000 +185,000 New
FAM
52
Fred Alger Management
New York
$8.28M 175,926 -126,780 -42%
CCMH
53
Cornerstone Capital Management Holdings
New York
$8.21M 174,468 +34,327 +24%
UOC
54
UBS O'Connor
Illinois
$8.19M 174,177 +174,177 New
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$7.44M 157,600 -202,685 -56%
First Trust Advisors
56
First Trust Advisors
Illinois
$7.43M 157,811 +22,462 +17%
CS
57
Credit Suisse
Switzerland
$6.84M 145,306 +13,748 +10%
MAM
58
Martingale Asset Management
Massachusetts
$6.6M 140,177 -35,085 -20%
SFM
59
Systematic Financial Management
New Jersey
$6.19M 131,600 +900 +0.7%
WLC
60
Wing Lake Capital
New York
$6.16M 130,983 +130,983 New
CCS
61
Crosspoint Capital Strategies
California
$5.85M 107,266 +107,266 New
BP
62
Boston Provident
New Jersey
$5.72M 121,512 -40,448 -25%
Bank of America
63
Bank of America
North Carolina
$5.56M 118,185 +99,338 +527%
Charles Schwab
64
Charles Schwab
California
$5.53M 117,660 +9,822 +9%
PAM
65
Panagora Asset Management
Massachusetts
$5.29M 112,557 +105,309 +1,453%
RFC
66
Russell Frank Company
Washington
$5.15M 96,315 +90,497 +1,555%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$4.94M 105,100 -442,046 -81%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$4.82M 102,509 -512,062 -83%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$4.81M 102,211 -195,559 -66%
HS
70
HighVista Strategies
Massachusetts
$4.33M 92,103 -10,237 -10%
SCM
71
Stux Capital Management
New York
$3.89M 82,700 +15,200 +23%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$3.73M 79,394 +4,560 +6%
AQR Capital Management
73
AQR Capital Management
Connecticut
$3.73M 79,300 +73,500 +1,267%
Lord, Abbett & Co
74
Lord, Abbett & Co
New Jersey
$3.55M 75,500 +75,500 New
Swiss National Bank
75
Swiss National Bank
Switzerland
$3.43M 72,900 +26,900 +58%
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