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LPL Financial
LPLA

Overview Fund Activity

180 hedge funds and large institutions have $4.56B invested in LPL Financial in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 40 closing their positions.

Holders
180
Holders Change
-22
Holders Change %
-10.89%
% of All Funds
5.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
18
Increased
76
Reduced
61
Closed
40
Calls
$1.63M
Puts
$1.55M
Net Calls
+$78K
Net Calls Change
+$1.62M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$63.6M
2
FP
2
FPR Partners
California
$389M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$384M
4
SP
4
Stockbridge Partners
Massachusetts
$155M
5
PCM
5
Palestra Capital Management
New York
$41.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$30.7M
3
Millennium Management
3
Millennium Management
New York
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$63.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$3.16M 63,522 +23,350 +58%
Marshall Wace
77
Marshall Wace
United Kingdom
$3.03M 60,864 +52,632 +639%
Morgan Stanley
78
Morgan Stanley
New York
$2.91M 58,510 -152,249 -72%
ALA
79
Atherton Lane Advisers
California
$2.86M 57,533 -15,200 -21%
TA
80
Teachers Advisors
New York
$2.83M 56,814 +18,495 +48%
BTW
81
Boston Trust Walden
Massachusetts
$2.57M 51,763 -42 -0.1%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$2.21M 44,488 +18,202 +69%
EVM
83
Eaton Vance Management
Massachusetts
$2.14M 43,035 +43,035 New
HLA
84
Hamilton Lane Advisors
Pennsylvania
$2.13M 42,873 – –
UBS AM
85
UBS AM
Illinois
$2.07M 41,651 +3,429 +9%
SCM
86
Stux Capital Management
New York
$2M 40,200 -52,800 -57%
PAM
87
Panagora Asset Management
Massachusetts
$1.94M 39,004 -91,427 -70%
Nomura Holdings
88
Nomura Holdings
Japan
$1.92M 38,766 +12,209 +46%
TI
89
Turner Investments
Pennsylvania
$1.91M 38,420 – –
Asset Management One
90
Asset Management One
Japan
$1.8M 36,719 -6,223 -14%
DIA
91
Davidson Investment Advisors
Montana
$1.74M 35,065 -1,495 -4%
SCM
92
Sterling Capital Management
North Carolina
$1.74M 34,894 -3,332 -9%
BG
93
BlackRock Group
United Kingdom
$1.7M 34,247 -26,204 -43%
BIM
94
BlackRock Investment Management
Delaware
$1.55M 31,073 +10,093 +48%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.55M 31,080 +11,325 +57%
Citigroup
96
Citigroup
New York
$1.48M 29,763 -7,010 -19%
Robeco Institutional Asset Management
97
Robeco Institutional Asset Management
Netherlands
$1.42M 28,500 +11,100 +64%
ICM
98
ICC Capital Management
Florida
$1.24M 25,015 +2,305 +10%
Capital Fund Management (CFM)
99
Capital Fund Management (CFM)
France
$1.21M 24,400 +24,400 New
LPL Financial
100
LPL Financial
California
$1.21M 24,389 +126 +0.5%
2 3
4
5 6