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LPL Financial
LPLA

Overview Fund Activity

202 hedge funds and large institutions have $4.78B invested in LPL Financial in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 46 increasing their positions, 96 reducing their positions, and 18 closing their positions.

Holders
202
Holders Change
+20
Holders Change %
+10.99%
% of All Funds
5.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
40
Increased
46
Reduced
96
Closed
18
Calls
$1.2M
Puts
$2.74M
Net Calls
-$1.54M
Net Calls Change
-$580K

Top Buyers

1
LPC
1
Lone Pine Capital
Connecticut
$448M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$344M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$74.9M
4
Millennium Management
4
Millennium Management
New York
$27M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$160M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$677M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.92M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$361M
4
American Century Companies
4
American Century Companies
Missouri
$0
5
William Blair & Company
5
William Blair & Company
Illinois
$167M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$9.26M 176,191 -61,700 -26%
TCGI
52
Three Corner Global Investors
New York
$8.03M 152,900 -66,400 -30%
AQR Capital Management
53
AQR Capital Management
Connecticut
$7.07M 134,500 +55,200 +70%
HS
54
HighVista Strategies
Massachusetts
$6.97M 148,943 +56,840 +62%
Charles Schwab
55
Charles Schwab
California
$6.94M 132,029 +14,369 +12%
Citadel Advisors
56
Citadel Advisors
Florida
$6.92M 131,647 -2,023,489 -94%
PAM
57
Panagora Asset Management
Massachusetts
$6.85M 130,431 +17,874 +16%
WLC
58
Wing Lake Capital
New York
$6.82M 129,749 -1,234 -0.9%
SFM
59
Systematic Financial Management
New Jersey
$6.8M 129,400 -2,200 -2%
CS
60
Credit Suisse
Switzerland
$6.72M 127,919 -17,387 -12%
DIA
61
Denver Investment Advisors
Colorado
$6.59M 125,359 -921 -0.7%
O
62
OppenheimerFunds
New York
$6.53M 124,250 +124,250 New
CCS
63
Crosspoint Capital Strategies
California
$5.68M 108,164 +898 +0.8%
BA
64
Boston Advisors
Massachusetts
$5.43M 103,287 +31,662 +44%
NFA
65
Nationwide Fund Advisors
Ohio
$5.36M 102,100 -168,826 -62%
IG
66
ING Group
Netherlands
$5.26M 100,000 +100,000 New
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$5.08M 96,709 -5,800 -6%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$5M 95,100 -10,000 -10%
GACM
69
Green Arrow Capital Management
New York
$4.99M 95,000 +95,000 New
SCM
70
Stux Capital Management
New York
$4.89M 93,000 +10,300 +12%
Swiss National Bank
71
Swiss National Bank
Switzerland
$4.81M 91,500 +18,600 +26%
WC
72
Wexford Capital
Florida
$4.78M 91,044 +91,044 New
Bank of America
73
Bank of America
North Carolina
$4.76M 90,554 -27,631 -23%
HAI
74
Hennessy Advisors Inc
California
$4.52M 86,000 +86,000 New
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$4.11M 78,156 -1,238 -2%
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3
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