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LPL Financial
LPLA

Overview Fund Activity

145 hedge funds and large institutions have $2.12B invested in LPL Financial in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 34 closing their positions.

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
29
Increased
64
Reduced
42
Closed
34
Calls
$2.47M
Puts
$3.84M
Net Calls
-$1.37M
Net Calls Change
-$24.8M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$68.3M
2
FCIM
2
Fairview Capital Investment Management
California
$132M
3
SP
3
Stockbridge Partners
Massachusetts
$89.5M
4
CCP
4
Clarkston Capital Partners
Michigan
$74.6M
5
JHIU
5
Janus Henderson Investors US
Colorado
$146M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$133M
2
Franklin Resources
2
Franklin Resources
California
$2.52M
3
SC
3
Samlyn Capital
New York
$0
4
HS
4
HighVista Strategies
Massachusetts
$0
5
FPA
5
First Pacific Advisors
California
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$1.82M 80,898 +21,600 +36%
Asset Management One
52
Asset Management One
Japan
$1.71M 77,171 +8,810 +13%
EGM
53
Engineers Gate Manager
New York
$1.63M 72,237 +72,237 New
UBS AM
54
UBS AM
Illinois
$1.56M 69,328 +16,247 +31%
First Trust Advisors
55
First Trust Advisors
Illinois
$1.54M 68,116 -570 -0.8%
GCP
56
GSA Capital Partners
United Kingdom
$1.52M 67,578 -17,179 -20%
CS
57
Credit Suisse
Switzerland
$1.5M 66,361 -14,464 -18%
BG
58
BlackRock Group
United Kingdom
$1.49M 66,013 +6,892 +12%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$1.46M 64,631 -6,811 -10%
PAM
60
Panagora Asset Management
Massachusetts
$1.41M 62,681 -16,658 -21%
CCM
61
Century Capital Management
Massachusetts
$1.34M 59,394 – –
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$1.3M 57,629 +30,854 +115%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$1.26M 55,931 +2,800 +5%
Deutsche Bank
64
Deutsche Bank
Germany
$1.25M 55,399 +12,519 +29%
UBS Group
65
UBS Group
Switzerland
$1.18M 52,491 -7,755 -13%
Citadel Advisors
66
Citadel Advisors
Florida
$1.09M 48,252 +34,629 +254%
Nuveen Asset Management
67
Nuveen Asset Management
Illinois
$1.08M 48,048 +48,048 New
BA
68
BlackRock Advisors
Delaware
$1.07M 47,412 +7,917 +20%
B
69
Barings
North Carolina
$1.07M 47,400 +24,300 +105%
LPL Financial
70
LPL Financial
California
$975K 45,349 -37,709 -45%
MCM
71
Maltese Capital Management
New York
$958K 42,500 -55,000 -56%
BIM
72
BlackRock Investment Management
Delaware
$925K 41,047 +14,306 +53%
Morgan Stanley
73
Morgan Stanley
New York
$852K 37,827 -32,142 -46%
GT
74
Glenmede Trust
Pennsylvania
$846K 37,620 +34,620 +1,154%
BCM
75
BlueCrest Capital Management
Jersey
$826K 36,643 +36,643 New
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