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LPL Financial
LPLA

Overview Fund Activity

162 hedge funds and large institutions have $4.12B invested in LPL Financial in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 37 closing their positions.

Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
4.32%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.29%
New
26
Increased
66
Reduced
54
Closed
37
Calls
$63K
Puts
$612K
Net Calls
-$549K
Net Calls Change
-$576K

Top Buyers

1
SA
1
SPO Advisory
California
$246M
2
Citadel Advisors
2
Citadel Advisors
Florida
$108M
3
Franklin Resources
3
Franklin Resources
California
$62.8M
4
SC
4
Samlyn Capital
New York
$51.7M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$379M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Principal Financial Group
3
Principal Financial Group
Iowa
$0
4
GC
4
Guggenheim Capital
Illinois
$1.78M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GLA
76
Great Lakes Advisors
Illinois
$2.14M 48,124 +3,579 +8%
CIM
77
Cambria Investment Management
California
$2.02M 45,384 +45,384 New
ZIM
78
Zacks Investment Management
Illinois
$2.01M 45,075 -34,257 -43%
UBS AM
79
UBS AM
Illinois
$1.97M 44,251 +2,600 +6%
EVM
80
Eaton Vance Management
Massachusetts
$1.92M 43,004 -8 -0%
CB
81
Cooke & Bieler
Pennsylvania
$1.87M 41,860 +14,890 +55%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$1.86M 41,851 -2,287 -5%
NI
83
Nuance Investments
Missouri
$1.84M 41,234 +41,234 New
GC
84
Guggenheim Capital
Illinois
$1.78M 39,946 -457,603 -92%
ALA
85
Atherton Lane Advisers
California
$1.65M 37,000 – –
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.6M 35,986 +7,423 +26%
BlackRock
87
BlackRock
New York
$1.5M 33,648 +29,235 +662%
AIU
88
Algebris Investments (UK)
United Kingdom
$1.49M 33,400 +33,400 New
BIM
89
BlackRock Investment Management
Delaware
$1.32M 29,645 -586 -2%
LPL Financial
90
LPL Financial
California
$1.06M 23,769 +1,724 +8%
GCP
91
GSA Capital Partners
United Kingdom
$1.01M 22,642 -12,395 -35%
BA
92
Boston Advisors
Massachusetts
$980K 22,000 +22,000 New
PAM
93
Panagora Asset Management
Massachusetts
$866K 19,438 – –
DIA
94
Davidson Investment Advisors
Montana
$804K 18,100 -55,940 -76%
IRF
95
IBM Retirement Fund
New York
$791K 17,759 +1,910 +12%
CCM
96
Cadence Capital Management
Massachusetts
$673K 15,107 +15,107 New
URS
97
Utah Retirement Systems
Utah
$671K 15,076 – –
NV
98
Nair Vinay
$640K 14,359 +14,359 New
ProShare Advisors
99
ProShare Advisors
Maryland
$627K 14,084 +45 +0.3%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$541K 12,144 -69,656 -85%
2 3
4
5 6