LPLA icon

LPL Financial
LPLA

Overview Fund Activity

180 hedge funds and large institutions have $4.56B invested in LPL Financial in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 40 closing their positions.

Holders
180
Holders Change
-22
Holders Change %
-10.89%
% of All Funds
5.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
18
Increased
76
Reduced
61
Closed
40
Calls
$1.63M
Puts
$1.55M
Net Calls
+$78K
Net Calls Change
+$1.62M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$63.6M
2
FP
2
FPR Partners
California
$389M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$384M
4
SP
4
Stockbridge Partners
Massachusetts
$155M
5
PCM
5
Palestra Capital Management
New York
$41.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$30.7M
3
Millennium Management
3
Millennium Management
New York
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$63.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$7.45M 149,739 -343,446 -70%
Charles Schwab
52
Charles Schwab
California
$7.12M 143,083 +11,054 +8%
SFM
53
Systematic Financial Management
New Jersey
$6.54M 131,450 +2,050 +2%
WLC
54
Wing Lake Capital
New York
$6.45M 129,749 – –
EAM
55
Eagle Asset Management
Florida
$5.91M 118,790 +118,790 New
BA
56
Boston Advisors
Massachusetts
$5.12M 102,974 -313 -0.3%
IG
57
ING Group
Netherlands
$4.97M 100,000 – –
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$4.9M 98,600 +77,829 +375%
NFA
59
Nationwide Fund Advisors
Ohio
$4.76M 95,671 -6,429 -6%
Swiss National Bank
60
Swiss National Bank
Switzerland
$4.48M 90,100 -1,400 -2%
PPA
61
Parametric Portfolio Associates
Washington
$4.45M 89,390 +26,678 +43%
Renaissance Technologies
62
Renaissance Technologies
New York
$4.4M 88,400 +88,400 New
TD Asset Management
63
TD Asset Management
Ontario, Canada
$4.33M 87,000 +16,000 +23%
Two Sigma Investments
64
Two Sigma Investments
New York
$4.29M 86,261 +29,335 +52%
DIA
65
Denver Investment Advisors
Colorado
$4.27M 85,886 -39,473 -31%
HAI
66
Hennessy Advisors Inc
California
$4.26M 85,600 -400 -0.5%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$4.09M 82,245 +4,089 +5%
AP
68
AlpInvest Partners
Netherlands
$3.98M 80,004 -106,010 -57%
ZIM
69
Zacks Investment Management
Illinois
$3.78M 76,023 +61,473 +422%
N
70
Natixis
France
$3.78M 76,000 -124,000 -62%
RFC
71
Russell Frank Company
Washington
$3.77M 79,419 +54,425 +218%
Deutsche Bank
72
Deutsche Bank
Germany
$3.45M 69,358 -106,833 -61%
AllianceBernstein
73
AllianceBernstein
Tennessee
$3.34M 67,201 +878 +1%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$3.18M 63,891 +25,880 +68%
GC
75
Globeflex Capital
California
$3.18M 63,880 -121,533 -66%
1 2
3
4 5