We are live on ! Find out more
LPLA icon

LPL Financial

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.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

34% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 50

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more funds holding

Funds holding: 162171 (+9)

5% more capital invested

Capital invested by funds: $4.12B → $4.33B (+$210M)

6% more call options, than puts

Call options by funds: $224K | Put options by funds: $211K

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
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
51
Asset Management One
Japan
$6.37M -$160K -3,626 -2%
CS
52
Credit Suisse
Switzerland
$5.88M -$341K -7,707 -5%
NFA
53
Nationwide Fund Advisors
Ohio
$5.45M +$493K +11,155 +10%
FAM
54
Fred Alger Management
New York
$4.92M -$7.55M -170,853 -60%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$4.69M +$177K +4,000 +4%
AP
56
AHL Partners
United Kingdom
$4.69M +$1.95M +44,210 +71%
PPA
57
Parametric Portfolio Associates
Washington
$4.5M +$120K +2,710 +3%
RFC
58
Russell Frank Company
Washington
$4.26M -$837K -18,949 -16%
Two Sigma Investments
59
Two Sigma Investments
New York
$4.2M -$344K -7,782 -8%
Swiss National Bank
60
Swiss National Bank
Switzerland
$3.97M
DIA
61
Denver Investment Advisors
Colorado
$3.79M +$146K +3,300 +4%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$3.59M +$23.4K +530 +0.7%
Goldman Sachs
63
Goldman Sachs
New York
$3.45M +$1.01M +22,774 +41%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$2.93M +$115K +2,610 +4%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$2.91M -$80.4K -1,820 -3%
BG
66
BlackRock Group
United Kingdom
$2.86M -$129K -2,910 -4%
GLA
67
Great Lakes Advisors
Illinois
$2.84M +$733K +16,579 +34%
Millennium Management
68
Millennium Management
New York
$2.79M +$2.82M +63,705 New
ZIM
69
Zacks Investment Management
Illinois
$2.77M +$800K +18,109 +40%
AllianceBernstein
70
AllianceBernstein
Tennessee
$2.66M -$37.6K -850 -1%
SFM
71
Systematic Financial Management
New Jersey
$2.63M -$331K -7,500 -11%
TA
72
Teachers Advisors
New York
$2.51M
UBS AM
73
UBS AM
Illinois
$2.32M +$386K +8,728 +20%
N
74
Natixis
France
$2.28M
NI
75
Nuance Investments
Missouri
$2.21M +$403K +9,109 +22%