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LPL Financial
LPLA

Overview Fund Activity

149 hedge funds and large institutions have $3.4B invested in LPL Financial in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+5
Holders Change %
+3.47%
% of All Funds
4.83%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.23%
New
24
Increased
73
Reduced
44
Closed
15
Calls
$616K
Puts
$1.07M
Net Calls
-$452K
Net Calls Change
-$490K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$73.4M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$71.4M
3
William Blair & Company
3
William Blair & Company
Illinois
$176M
4
JHIU
4
Janus Henderson Investors US
Colorado
$188M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$161M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$653M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$343M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.06M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Millennium Management
5
Millennium Management
New York
$790K
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$1.82M 47,505 -970 -2%
AIC
77
Aurora Investment Counsel
Georgia
$1.79M 46,767 +30 +0.1%
Swiss National Bank
78
Swiss National Bank
Switzerland
$1.76M 46,000 -2,600 -5%
SO
79
STRS Ohio
Ohio
$1.68M 43,950 -23,766 -35%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$1.6M 41,641 -3,230 -7%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$1.54M 40,192 +27,657 +221%
DIA
82
Davidson Investment Advisors
Montana
$1.54M 40,225 -1,150 -3%
DCP
83
DSM Capital Partners
Florida
$1.47M 38,455 +13,965 +57%
Invesco
84
Invesco
Georgia
$1.27M 33,260 +3,670 +12%
TA
85
Teachers Advisors
New York
$1.27M 33,176 -2 -0%
BG
86
BlackRock Group
United Kingdom
$1.23M 32,177 +6,488 +25%
JRP
87
Jasper Ridge Partners
California
$1.14M 29,778 +11,720 +65%
GC
88
Guggenheim Capital
Illinois
$1.12M 29,196 -34,677 -54%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$1.11M 28,842 +199 +0.7%
UBS AM
90
UBS AM
Illinois
$1.04M 27,026 -1,400 -5%
GCP
91
GSA Capital Partners
United Kingdom
$1.02M 26,723 +14,854 +125%
Tudor Investment Corp
92
Tudor Investment Corp
Connecticut
$1.01M 26,300 +9,300 +55%
ICM
93
ICC Capital Management
Florida
$985K 25,705 +1,600 +7%
Axa
94
Axa
France
$962K 25,100 +25,100 New
LPL Financial
95
LPL Financial
California
$927K 23,958 +2,981 +14%
Two Sigma Advisers
96
Two Sigma Advisers
New York
$848K 22,150 +6,800 +44%
BIM
97
BlackRock Investment Management
Delaware
$818K 21,362 +539 +3%
ARTA
98
A.R.T. Advisors
New York
$804K 20,991 +7,414 +55%
Jacobs Levy Equity Management
99
Jacobs Levy Equity Management
New Jersey
$803K 20,959 -18,300 -47%
Millennium Management
100
Millennium Management
New York
$790K 20,630 -81,967 -80%
2 3
4
5 6