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LPL Financial
LPLA

Overview Fund Activity

166 hedge funds and large institutions have $4.35B invested in LPL Financial in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 30 closing their positions.

Holders
166
Holders Change
-2
Holders Change %
-1.19%
% of All Funds
4.36%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
30
Increased
65
Reduced
54
Closed
30
Calls
$7.46M
Puts
$10.9M
Net Calls
-$3.44M
Net Calls Change
-$10.6M

Top Buyers

1
MCM
1
Marcato Capital Management
California
$258M
2
FP
2
FPR Partners
California
$504M
3
CCP
3
Clarkston Capital Partners
Michigan
$35.2M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$134M
5
SCM
5
Stonerise Capital Management
California
$9.3M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$365M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.9M
3
Citigroup
3
Citigroup
New York
$12M
4
Invesco
4
Invesco
Georgia
$142M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$6.52M 152,822 +2,441 +2%
PPA
52
Parametric Portfolio Associates
Washington
$6.24M 146,240 +9,673 +7%
TD Asset Management
53
TD Asset Management
Ontario, Canada
$5.25M 123,000 +9,900 +9%
CI
54
Cowen Inc
New York
$5.09M 119,333 +119,333 New
WBC
55
Westpac Banking Corp
Australia
$5.09M 119,333 +119,333 New
PCM
56
Penn Capital Management
Pennsylvania
$4.76M 111,607 -41,286 -27%
RJA
57
Raymond James & Associates
Florida
$4.45M 104,240 +47,674 +84%
Swiss National Bank
58
Swiss National Bank
Switzerland
$4.37M 102,400 -10,700 -9%
CS
59
Credit Suisse
Switzerland
$4.22M 99,020 +31,464 +47%
Barclays
60
Barclays
United Kingdom
$3.98M 94,830 +93,511 +7,090%
ZIM
61
Zacks Investment Management
Illinois
$3.98M 93,374 -6,803 -7%
Asset Management One
62
Asset Management One
Japan
$3.79M 88,292 -18,087 -17%
TA
63
Teachers Advisors
New York
$3.79M 88,825 +27,790 +46%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$3.57M 83,739 +787 +0.9%
NFA
65
Nationwide Fund Advisors
Ohio
$3.5M 82,059 -20,144 -20%
Goldman Sachs
66
Goldman Sachs
New York
$3.49M 81,741 +11,546 +16%
PAM
67
Panagora Asset Management
Massachusetts
$3.38M 79,339 +2,059 +3%
EVM
68
Eaton Vance Management
Massachusetts
$3.25M 76,195 +33,730 +79%
KA
69
Kerrisdale Advisers
Florida
$3.24M 76,063 +76,063 New
Deutsche Bank
70
Deutsche Bank
Germany
$3.2M 75,059 +55,287 +280%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$3.11M 72,922 +640 +0.9%
William Blair & Company
72
William Blair & Company
Illinois
$2.94M 68,989 -8,985 -12%
UBS AM
73
UBS AM
Illinois
$2.94M 68,925 +4,186 +6%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$2.56M 60,031 -1,470 -2%
AllianceBernstein
75
AllianceBernstein
Tennessee
$2.53M 59,410 -797 -1%
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