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LPL Financial
LPLA

Overview Fund Activity

202 hedge funds and large institutions have $4.78B invested in LPL Financial in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 46 increasing their positions, 96 reducing their positions, and 18 closing their positions.

Holders
202
Holders Change
+20
Holders Change %
+10.99%
% of All Funds
5.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
40
Increased
46
Reduced
96
Closed
18
Calls
$1.2M
Puts
$2.74M
Net Calls
-$1.54M
Net Calls Change
-$580K

Top Buyers

1
LPC
1
Lone Pine Capital
Connecticut
$448M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$344M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$74.9M
4
Millennium Management
4
Millennium Management
New York
$27M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$160M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$677M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.92M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$361M
4
American Century Companies
4
American Century Companies
Missouri
$0
5
William Blair & Company
5
William Blair & Company
Illinois
$167M
Name Market Value Shares Shares
Change 		Shares
Change %
ALA
76
Atherton Lane Advisers
California
$3.82M 72,733 – –
TD Asset Management
77
TD Asset Management
Ontario, Canada
$3.73M 71,000 +71,000 New
AllianceBernstein
78
AllianceBernstein
Tennessee
$3.49M 66,323 +8,539 +15%
PPA
79
Parametric Portfolio Associates
Washington
$3.3M 62,712 -1,102 -2%
BG
80
BlackRock Group
United Kingdom
$3.18M 60,451 +12,771 +27%
GEM
81
Global Endowment Management
North Carolina
$3.01M 57,200 -7,800 -12%
Two Sigma Investments
82
Two Sigma Investments
New York
$2.99M 56,926 -148,938 -72%
Federated Hermes
83
Federated Hermes
Pennsylvania
$2.76M 52,495 +52,495 New
BTW
84
Boston Trust Walden
Massachusetts
$2.72M 51,805 -862 -2%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$2.54M 48,346 -207 -0.4%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$2.34M 44,442 -57,769 -57%
HLA
87
Hamilton Lane Advisors
Pennsylvania
$2.25M 42,873 -23,933 -36%
Asset Management One
88
Asset Management One
Japan
$2.2M 42,942 -1,885 -4%
MAM
89
Martingale Asset Management
Massachusetts
$2.15M 40,909 -99,268 -71%
GC
90
Guggenheim Capital
Illinois
$2.12M 40,272 -22,444 -36%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$2.11M 40,172 -1,852 -4%
BIM
92
Bogle Investment Management
Massachusetts
$2.1M 39,924 -5,300 -12%
TI
93
Turner Investments
Pennsylvania
$2.02M 38,420 -12,150 -24%
TA
94
Teachers Advisors
New York
$2.01M 38,319 +1,820 +5%
UBS AM
95
UBS AM
Illinois
$2.01M 38,222 +3,500 +10%
SCM
96
Sterling Capital Management
North Carolina
$2.01M 38,226 +731 +2%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$2M 38,011 -2,300 -6%
Macquarie Group
98
Macquarie Group
Australia
$1.96M 37,313 +37,313 New
Citigroup
99
Citigroup
New York
$1.93M 36,773 +29,939 +438%
DIA
100
Davidson Investment Advisors
Montana
$1.92M 36,560 -1,030 -3%
2 3
4
5 6