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LPL Financial
LPLA

Overview Fund Activity

175 hedge funds and large institutions have $4.18B invested in LPL Financial in 2014 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 26 closing their positions.

Holders
175
Holders Change
-5
Holders Change %
-2.78%
% of All Funds
5.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
23
Increased
65
Reduced
67
Closed
26
Calls
$695K
Puts
$668K
Net Calls
+$27K
Net Calls Change
-$51K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$29.9M
2
American Century Companies
2
American Century Companies
Missouri
$86.5M
3
FCIM
3
Fairview Capital Investment Management
California
$141M
4
Millennium Management
4
Millennium Management
New York
$14.8M
5
TAM
5
Toscafund Asset Management
United Kingdom
$12M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$58.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$320K
3
Norges Bank
3
Norges Bank
Norway
$24.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$113M
5
SP
5
Stockbridge Partners
Massachusetts
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$7.06M 153,296 +10,213 +7%
Nuveen Asset Management
52
Nuveen Asset Management
Illinois
$6.89M 149,591 -59,128 -28%
CS
53
Credit Suisse
Switzerland
$6.18M 134,226 -53,168 -28%
EAM
54
Eagle Asset Management
Florida
$5.54M 120,265 +1,475 +1%
RFC
55
Russell Frank Company
Washington
$5.47M 118,754 +39,335 +50%
Morgan Stanley
56
Morgan Stanley
New York
$4.91M 106,658 +48,148 +82%
SFM
57
Systematic Financial Management
New Jersey
$4.81M 104,450 -27,000 -21%
PPA
58
Parametric Portfolio Associates
Washington
$4.59M 99,557 +10,167 +11%
NFA
59
Nationwide Fund Advisors
Ohio
$4.23M 91,818 -3,853 -4%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$4.1M 89,000 +2,000 +2%
Swiss National Bank
61
Swiss National Bank
Switzerland
$4.09M 88,700 -1,400 -2%
AIMCA
62
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4M 86,800 +86,800 New
DIA
63
Denver Investment Advisors
Colorado
$3.82M 82,930 -2,956 -3%
HAI
64
Hennessy Advisors Inc
California
$3.82M 82,900 -2,700 -3%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$3.77M 81,800 -16,800 -17%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$3.74M 81,143 -1,102 -1%
ZIM
67
Zacks Investment Management
Illinois
$3.65M 79,332 +3,309 +4%
AP
68
AHL Partners
United Kingdom
$3.5M 75,956 +75,956 New
DIA
69
Davidson Investment Advisors
Montana
$3.09M 74,040 +38,975 +111%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$2.96M 64,321 +430 +0.7%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$2.95M 64,119 +597 +0.9%
AllianceBernstein
72
AllianceBernstein
Tennessee
$2.85M 61,898 -5,303 -8%
Asset Management One
73
Asset Management One
Japan
$2.83M 60,619 +23,900 +65%
TA
74
Teachers Advisors
New York
$2.78M 60,384 +3,570 +6%
GEM
75
Global Endowment Management
North Carolina
$2.75M 59,600 +59,600 New
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