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LPL Financial
LPLA

Overview Fund Activity

162 hedge funds and large institutions have $4.12B invested in LPL Financial in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 37 closing their positions.

Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
4.32%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.29%
New
26
Increased
66
Reduced
54
Closed
37
Calls
$63K
Puts
$612K
Net Calls
-$549K
Net Calls Change
-$576K

Top Buyers

1
SA
1
SPO Advisory
California
$246M
2
Citadel Advisors
2
Citadel Advisors
Florida
$108M
3
Franklin Resources
3
Franklin Resources
California
$62.8M
4
SC
4
Samlyn Capital
New York
$51.7M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$379M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Principal Financial Group
3
Principal Financial Group
Iowa
$0
4
GC
4
Guggenheim Capital
Illinois
$1.78M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$6.32M +$341K +7,648 +6%
Nuveen Asset Management
52
Nuveen Asset Management
Illinois
$5.58M -$1.09M -24,457 -16%
RFC
53
Russell Frank Company
Washington
$5.19M -$115K -2,585 -2%
NFA
54
Nationwide Fund Advisors
Ohio
$5.04M +$946K +21,240 +23%
Two Sigma Investments
55
Two Sigma Investments
New York
$4.61M +$4.61M +103,569 New
TD Asset Management
56
TD Asset Management
Ontario, Canada
$4.59M +$624K +14,000 +16%
CPM
57
Crescent Park Management
California
$4.5M +$4.5M +100,891 New
PPA
58
Parametric Portfolio Associates
Washington
$4.46M +$20.4K +457 +0.5%
Swiss National Bank
59
Swiss National Bank
Switzerland
$4.04M +$84.6K +1,900 +2%
First Trust Advisors
60
First Trust Advisors
Illinois
$4.01M -$3.31M -74,288 -45%
HAI
61
Hennessy Advisors Inc
California
$3.97M +$276K +6,200 +7%
DIA
62
Denver Investment Advisors
Colorado
$3.71M +$13.4K +300 +0.4%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$3.62M +$6.68K +150 +0.2%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$3.04M +$173K +3,890 +6%
BG
65
BlackRock Group
United Kingdom
$3.03M +$1.51M +33,803 +99%
SFM
66
Systematic Financial Management
New Jersey
$3M -$1.65M -37,050 -35%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$2.86M -$445 -10 -0%
AP
68
AHL Partners
United Kingdom
$2.79M -$593K -13,308 -18%
AllianceBernstein
69
AllianceBernstein
Tennessee
$2.74M -$13.4K -300 -0.5%
CCMH
70
Cornerstone Capital Management Holdings
New York
$2.71M +$1.23M +27,649 +83%
TA
71
Teachers Advisors
New York
$2.55M -$138K -3,090 -5%
Goldman Sachs
72
Goldman Sachs
New York
$2.49M -$6.16M -138,221 -71%
AIMCA
73
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.45M -$1.42M -31,800 -37%
N
74
Natixis
France
$2.32M – – –
Deutsche Bank
75
Deutsche Bank
Germany
$2.24M -$270K -6,076 -11%
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