LPLA icon

LPL Financial
LPLA

Overview Fund Activity

153 hedge funds and large institutions have $2.31B invested in LPL Financial in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 37 closing their positions.

Holders
153
Holders Change
-13
Holders Change %
-7.83%
% of All Funds
4.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
27
Increased
61
Reduced
49
Closed
37
Calls
$38.9M
Puts
$15.4M
Net Calls
+$23.5M
Net Calls Change
+$26.9M

Top Buyers

1
CCP
1
Clarkston Capital Partners
Michigan
$74.8M
2
FCIM
2
Fairview Capital Investment Management
California
$123M
3
DIG
3
Dragoneer Investment Group
California
$38.7M
4
Invesco
4
Invesco
Georgia
$103M
5
HCM
5
HMI Capital Management
California
$68.9M

Top Sellers

1
MCM
1
Marcato Capital Management
California
$0
2
American Century Companies
2
American Century Companies
Missouri
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$401K
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$2.08M 83,739 – –
Federated Hermes
52
Federated Hermes
Pennsylvania
$2.05M 82,537 +82,537 New
CS
53
Credit Suisse
Switzerland
$2.01M 80,825 -18,195 -18%
PAM
54
Panagora Asset Management
Massachusetts
$1.97M 79,339 – –
Nomura Holdings
55
Nomura Holdings
Japan
$1.96M 80,896 +80,896 New
LPL Financial
56
LPL Financial
California
$1.93M 83,058 +46,919 +130%
EVM
57
Eaton Vance Management
Massachusetts
$1.89M 76,195 – –
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$1.77M 71,442 -1,480 -2%
Two Sigma Investments
59
Two Sigma Investments
New York
$1.74M 70,342 +70,342 New
Morgan Stanley
60
Morgan Stanley
New York
$1.74M 69,969 -256,675 -79%
First Trust Advisors
61
First Trust Advisors
Illinois
$1.7M 68,686 +21,716 +46%
Asset Management One
62
Asset Management One
Japan
$1.7M 68,361 -19,931 -23%
TA
63
Teachers Advisors
New York
$1.56M 62,905 -25,920 -29%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$1.55M 62,507 +26,242 +72%
UBS Group
65
UBS Group
Switzerland
$1.49M 60,246 +48,773 +425%
CCM
66
Century Capital Management
Massachusetts
$1.47M 59,394 – –
AllianceBernstein
67
AllianceBernstein
Tennessee
$1.47M 59,298 -112 -0.2%
BG
68
BlackRock Group
United Kingdom
$1.47M 59,121 +13,172 +29%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.42M 57,342 +25,447 +80%
Two Sigma Advisers
70
Two Sigma Advisers
New York
$1.32M 53,350 +53,350 New
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$1.32M 53,131 -6,900 -11%
UBS AM
72
UBS AM
Illinois
$1.32M 53,081 -15,844 -23%
CIP
73
Convergence Investment Partners
Florida
$1.3M 52,381 +28,336 +118%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$1.24M 50,000 -73,000 -59%
GIA
75
Gargoyle Investment Advisor
New Jersey
$1.08M 43,499 +43,499 New
1 2
3
4 5