LPLA icon

LPL Financial
LPLA

Overview Fund Activity

171 hedge funds and large institutions have $4.33B invested in LPL Financial in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 21 closing their positions.

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
4.56%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
31
Increased
67
Reduced
50
Closed
21
Calls
$224K
Puts
$211K
Net Calls
+$13K
Net Calls Change
+$562K

Top Buyers

1
Nomura Holdings
1
Nomura Holdings
Japan
$92.8M
2
Invesco
2
Invesco
Georgia
$194M
3
FP
3
FPR Partners
California
$418M
4
KKRC
4
Kohlberg Kravis Roberts & Co
New York
$59M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$41.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$46.1M
2
SC
2
Samlyn Capital
New York
$0
3
SC
3
Salzman & Co
New York
$0
4
MSA
4
Mason Street Advisors
Wisconsin
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$353M
Name Market Value Shares Shares
Change 		Shares
Change %
Asset Management One
51
Asset Management One
Japan
$6.37M 141,553 -3,626 -2%
CS
52
Credit Suisse
Switzerland
$5.89M 134,167 -7,707 -5%
NFA
53
Nationwide Fund Advisors
Ohio
$5.45M 124,213 +11,155 +10%
FAM
54
Fred Alger Management
New York
$4.92M 112,261 -170,853 -60%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$4.69M 107,000 +4,000 +4%
AP
56
AHL Partners
United Kingdom
$4.69M 106,858 +44,210 +71%
PPA
57
Parametric Portfolio Associates
Washington
$4.51M 102,724 +2,710 +3%
RFC
58
Russell Frank Company
Washington
$4.26M 97,220 -18,949 -16%
Two Sigma Investments
59
Two Sigma Investments
New York
$4.2M 95,787 -7,782 -8%
Swiss National Bank
60
Swiss National Bank
Switzerland
$3.97M 90,600 – –
DIA
61
Denver Investment Advisors
Colorado
$3.8M 86,530 +3,300 +4%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$3.59M 81,823 +530 +0.7%
Goldman Sachs
63
Goldman Sachs
New York
$3.45M 78,694 +22,774 +41%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$2.93M 66,719 +2,610 +4%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$2.91M 66,391 -1,820 -3%
BG
66
BlackRock Group
United Kingdom
$2.86M 65,164 -2,910 -4%
GLA
67
Great Lakes Advisors
Illinois
$2.84M 64,703 +16,579 +34%
Millennium Management
68
Millennium Management
New York
$2.79M 63,705 +63,705 New
ZIM
69
Zacks Investment Management
Illinois
$2.77M 63,184 +18,109 +40%
AllianceBernstein
70
AllianceBernstein
Tennessee
$2.66M 60,748 -850 -1%
SFM
71
Systematic Financial Management
New Jersey
$2.63M 59,900 -7,500 -11%
TA
72
Teachers Advisors
New York
$2.51M 57,294 – –
UBS AM
73
UBS AM
Illinois
$2.32M 52,979 +8,728 +20%
N
74
Natixis
France
$2.28M 52,000 – –
NI
75
Nuance Investments
Missouri
$2.21M 50,343 +9,109 +22%
1 2
3
4 5