LPLA icon

LPL Financial
LPLA

Overview Fund Activity

175 hedge funds and large institutions have $4.18B invested in LPL Financial in 2014 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 26 closing their positions.

Holders
175
Holders Change
-5
Holders Change %
-2.78%
% of All Funds
5.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
23
Increased
65
Reduced
67
Closed
26
Calls
$695K
Puts
$668K
Net Calls
+$27K
Net Calls Change
-$51K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$29.9M
2
American Century Companies
2
American Century Companies
Missouri
$86.5M
3
FCIM
3
Fairview Capital Investment Management
California
$141M
4
Millennium Management
4
Millennium Management
New York
$14.8M
5
TAM
5
Toscafund Asset Management
United Kingdom
$12M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$58.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$320K
3
Norges Bank
3
Norges Bank
Norway
$24.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$113M
5
SP
5
Stockbridge Partners
Massachusetts
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$2.59M 56,369 -12,989 -19%
Barclays
77
Barclays
United Kingdom
$2.49M 54,022 +44,288 +455%
N
78
Natixis
France
$2.4M 52,000 -24,000 -32%
BTW
79
Boston Trust Walden
Massachusetts
$2.35M 51,036 -727 -1%
QF
80
QVT Financial
New York
$2.3M 50,000 +50,000 New
GLA
81
Great Lakes Advisors
Illinois
$2.05M 44,545 +44,545 New
VOYA Investment Management
82
VOYA Investment Management
Georgia
$2.03M 44,138 -350 -0.8%
EVM
83
Eaton Vance Management
Massachusetts
$1.98M 43,012 -23 -0.1%
UBS AM
84
UBS AM
Illinois
$1.92M 41,651 – –
SCM
85
Stevens Capital Management
Pennsylvania
$1.79M 38,959 +22,282 +134%
ALA
86
Atherton Lane Advisers
California
$1.7M 37,000 -20,533 -36%
GCP
87
GSA Capital Partners
United Kingdom
$1.61M 35,037 +14,997 +75%
Nomura Holdings
88
Nomura Holdings
Japan
$1.59M 34,389 -4,377 -11%
BG
89
BlackRock Group
United Kingdom
$1.58M 34,271 +24 +0.1%
CCMH
90
Cornerstone Capital Management Holdings
New York
$1.53M 33,205 +25,713 +343%
HCM
91
Highbridge Capital Management
New York
$1.5M 32,572 +32,572 New
BIM
92
BlackRock Investment Management
Delaware
$1.39M 30,231 -842 -3%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.32M 28,563 -2,517 -8%
ICM
94
ICC Capital Management
Florida
$1.3M 28,225 +3,210 +13%
Renaissance Technologies
95
Renaissance Technologies
New York
$1.27M 27,600 -60,800 -69%
SCM
96
Sterling Capital Management
North Carolina
$1.26M 27,441 -7,453 -21%
CB
97
Cooke & Bieler
Pennsylvania
$1.24M 26,970 +21,450 +389%
Capital Fund Management (CFM)
98
Capital Fund Management (CFM)
France
$1.21M 26,300 +1,900 +8%
Stifel Financial
99
Stifel Financial
Missouri
$1.16M 25,247 +25,247 New
HI
100
HBK Investments
Texas
$1.08M 23,500 +8,893 +61%
2 3
4
5 6