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LPL Financial
LPLA

Overview Fund Activity

182 hedge funds and large institutions have $4.29B invested in LPL Financial in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 14 closing their positions.

Holders
182
Holders Change
+33
Holders Change %
+22.15%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
47
Increased
56
Reduced
68
Closed
14
Calls
$146K
Puts
$1.11M
Net Calls
-$959K
Net Calls Change
-$507K

Top Buyers

1
Invesco
1
Invesco
Georgia
$103M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$230M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$123M
4
BIT
4
BlackRock Institutional Trust
California
$84.7M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$22.6M

Top Sellers

1
HLA
1
Hamilton Lane Advisors
Pennsylvania
$3.14M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$394M
3
State Street
3
State Street
Massachusetts
$36.8M
4
California State Teachers Retirement System (CalSTRS)
4
California State Teachers Retirement System (CalSTRS)
California
$4.82M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ALA
76
Atherton Lane Advisers
California
$3.42M 72,733 – –
BA
77
Boston Advisors
Massachusetts
$3.37M 71,625 +71,625 New
HLA
78
Hamilton Lane Advisors
Pennsylvania
$3.14M 66,806 -679,957 -91%
GEM
79
Global Endowment Management
North Carolina
$3.06M 65,000 +6,500 +11%
PPA
80
Parametric Portfolio Associates
Washington
$3M 63,814 -45 -0.1%
GC
81
Guggenheim Capital
Illinois
$2.95M 62,716 +33,520 +115%
Millennium Management
82
Millennium Management
New York
$2.85M 60,596 +39,966 +194%
AllianceBernstein
83
AllianceBernstein
Tennessee
$2.72M 57,784 +6,604 +13%
BTW
84
Boston Trust Walden
Massachusetts
$2.48M 52,667 +52,667 New
TI
85
Turner Investments
Pennsylvania
$2.38M 50,570 +50,570 New
NCCM
86
Nine Chapters Capital Management
New Jersey
$2.32M 49,400 -65,400 -57%
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$2.28M 48,553 – –
BG
88
BlackRock Group
United Kingdom
$2.24M 47,680 +15,503 +48%
Prudential Financial
89
Prudential Financial
New Jersey
$2.19M 46,644 -52,800 -53%
BIM
90
Bogle Investment Management
Massachusetts
$2.13M 45,224 -67,122 -60%
Asset Management One
91
Asset Management One
Japan
$2.11M 44,827 -3,580 -7%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$1.98M 42,024 -5,481 -12%
AIC
93
Aurora Investment Counsel
Georgia
$1.97M 41,794 -4,973 -11%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$1.9M 40,311 -1,330 -3%
DCP
95
DSM Capital Partners
Florida
$1.81M 38,500 +45 +0.1%
Two Sigma Advisers
96
Two Sigma Advisers
New York
$1.8M 38,250 +16,100 +73%
DIA
97
Davidson Investment Advisors
Montana
$1.76M 37,590 -2,635 -7%
SCM
98
Sterling Capital Management
North Carolina
$1.76M 37,495 +37,495 New
TA
99
Teachers Advisors
New York
$1.72M 36,499 +3,323 +10%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$1.65M 35,176 -5,016 -12%
2 3
4
5 6