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LPL Financial
LPLA

Overview Fund Activity

178 hedge funds and large institutions have $4.93B invested in LPL Financial in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
4.8%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
36
Increased
64
Reduced
61
Closed
29
Calls
$2.73M
Puts
$3.08M
Net Calls
-$350K
Net Calls Change
-$363K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
SA
2
SPO Advisory
California
$408M
3
FPA
3
First Pacific Advisors
California
$124M
4
Citigroup
4
Citigroup
New York
$96M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$107M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
William Blair & Company
2
William Blair & Company
Illinois
$119M
3
KKRC
3
Kohlberg Kravis Roberts & Co
New York
$0
4
PCM
4
Palestra Capital Management
New York
$0
5
American Century Companies
5
American Century Companies
Missouri
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
51
HighVista Strategies
Massachusetts
$8.51M +$8.51M +182,948 New
CCM
52
Concourse Capital Management
Georgia
$8.15M -$699K -15,032 -8%
KCM
53
Kornitzer Capital Management
Kansas
$8.1M +$8.1M +174,300 New
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$8.08M +$298K +6,400 +4%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$7.45M +$6.95M +149,400 +1,377%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$7M -$443K -9,534 -6%
WAM
57
Watershed Asset Management
California
$6.66M +$6.66M +143,304 New
SCP
58
Scoria Capital Partners
Connecticut
$6.04M +$6.04M +130,000 New
Natixis Advisors
59
Natixis Advisors
Massachusetts
$5.76M -$3.63M -78,022 -39%
AP
60
AHL Partners
United Kingdom
$5.55M +$586K +12,610 +12%
Asset Management One
61
Asset Management One
Japan
$5.45M -$1.05M -22,860 -16%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$5.07M +$5.07M +109,033 New
TD Asset Management
63
TD Asset Management
Ontario, Canada
$4.97M – – –
ZIM
64
Zacks Investment Management
Illinois
$4.74M +$1.81M +38,865 +62%
RFC
65
Russell Frank Company
Washington
$4.67M +$151K +3,240 +3%
Swiss National Bank
66
Swiss National Bank
Switzerland
$4.6M +$386K +8,300 +9%
NFA
67
Nationwide Fund Advisors
Ohio
$4.38M -$1.4M -30,091 -24%
CCMH
68
Cornerstone Capital Management Holdings
New York
$4.29M +$2.66M +57,189 +163%
Deutsche Bank
69
Deutsche Bank
Germany
$4.28M +$1.98M +42,575 +86%
PPA
70
Parametric Portfolio Associates
Washington
$4.25M -$522K -11,226 -11%
UBS Group
71
UBS Group
Switzerland
$3.82M +$3.48M +74,929 +1,027%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$3.82M +$14.4K +310 +0.4%
Goldman Sachs
73
Goldman Sachs
New York
$3.36M -$296K -6,363 -8%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$3.22M +$115K +2,470 +4%
PHS
75
Pekin Hardy Strauss
Illinois
$3.13M +$3.13M +67,415 New
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3
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