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LPL Financial
LPLA

144 hedge funds and large institutions have $3.48B invested in LPL Financial in 2013 Q2 according to their latest regulatory filings, with 144 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $812K | Put options by funds: $774K

Holders
144
Holders Change
+144
Holders Change %
–
% of All Funds
4.7%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
% of All Funds
0.29%
New
144
Increased
–
Reduced
–
Closed
–
Calls
$812K
Puts
$774K
Net Calls
+$38K
Net Calls Change
+$38K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
76
Martingale Asset Management
Massachusetts
$1.32M +$1.25M +35,060 New
TA
77
Teachers Advisors
New York
$1.25M +$1.19M +33,178 New
Deutsche Bank
78
Deutsche Bank
Germany
$1.25M +$1.19M +33,162 New
Renaissance Technologies
79
Renaissance Technologies
New York
$1.18M +$1.12M +31,300 New
ALA
80
Atherton Lane Advisers
California
$1.13M +$1.07M +30,000 New
Invesco
81
Invesco
Georgia
$1.12M +$1.06M +29,590 New
VOYA Investment Management
82
VOYA Investment Management
Georgia
$1.08M +$1.02M +28,643 New
UBS AM
83
UBS AM
Illinois
$1.07M +$1.02M +28,426 New
BG
84
BlackRock Group
United Kingdom
$970K +$919K +25,689 New
DCP
85
DSM Capital Partners
Florida
$925K +$876K +24,490 New
ICM
86
ICC Capital Management
Florida
$910K +$862K +24,105 New
CIP
87
Convergence Investment Partners
Florida
$908K +$860K +24,055 New
LPL Financial
88
LPL Financial
California
$792K +$750K +20,977 New
BIM
89
BlackRock Investment Management
Delaware
$786K +$745K +20,823 New
GMIM
90
General Motors Investment Management
New York
$773K +$732K +20,476 New
JRP
91
Jasper Ridge Partners
California
$682K +$646K +18,058 New
NBC
92
Neuberger Berman Canada
Ontario, Canada
$675K +$639K +17,880 New
DADC
93
D.A. Davidson & Co
Montana
$647K +$614K +17,160 New
Tudor Investment Corp
94
Tudor Investment Corp
Connecticut
$642K +$608K +17,000 New
Two Sigma Advisers
95
Two Sigma Advisers
New York
$580K +$549K +15,350 New
Luther King Capital Management (LKCM)
96
Luther King Capital Management (LKCM)
Texas
$563K +$533K +14,900 New
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$535K +$507K +14,174 New
Citigroup
98
Citigroup
New York
$531K +$501K +14,023 New
ARTA
99
A.R.T. Advisors
New York
$512K +$485K +13,577 New
PP
100
PDT Partners
New York
$495K +$468K +13,100 New
2 3
4
5 6

LPLA Hedge Fund Activity: Q2 2013 in Review

144 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2013, worth a combined $3.48B.

Buyers outnumbered sellers: 144 funds opened new LPLA positions and 0 closed out — a net gain of 144 holders — while 0 added to existing stakes and 0 trimmed.

  • 144 institutional investors held LPL Financial (LPLA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.48B of LPL Financial stock for Q2 2013.
  • 144 funds opened new LPL Financial positions in Q2 2013 and 0 closed out, a net change of +144 holders.

Based on aggregated 13F filings for Q2 2013.