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LPL Financial
LPLA

Overview Fund Activity

171 hedge funds and large institutions have $4.33B invested in LPL Financial in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 21 closing their positions.

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
4.56%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
31
Increased
67
Reduced
50
Closed
21
Calls
$224K
Puts
$211K
Net Calls
+$13K
Net Calls Change
+$562K

Top Buyers

1
Nomura Holdings
1
Nomura Holdings
Japan
$92.8M
2
Invesco
2
Invesco
Georgia
$194M
3
FP
3
FPR Partners
California
$418M
4
KKRC
4
Kohlberg Kravis Roberts & Co
New York
$59M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$41.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$46.1M
2
SC
2
Samlyn Capital
New York
$0
3
SC
3
Salzman & Co
New York
$0
4
MSA
4
Mason Street Advisors
Wisconsin
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$353M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$2.17M 49,463 -830 -2%
CB
77
Cooke & Bieler
Pennsylvania
$2.08M 47,350 +5,490 +13%
EVM
78
Eaton Vance Management
Massachusetts
$1.89M 43,004 – –
VOYA Investment Management
79
VOYA Investment Management
Georgia
$1.83M 41,747 -104 -0.2%
Barclays
80
Barclays
United Kingdom
$1.72M 40,000 +39,999 +3,999,900%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.62M 37,022 +1,036 +3%
ALA
82
Atherton Lane Advisers
California
$1.62M 37,000 – –
CCM
83
Cobalt Capital Management
New Jersey
$1.62M 37,000 +37,000 New
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.55M 35,388 +23,244 +191%
CCMH
85
Cornerstone Capital Management Holdings
New York
$1.54M 35,097 -25,757 -42%
GCP
86
GSA Capital Partners
United Kingdom
$1.47M 33,517 +10,875 +48%
BlackRock
87
BlackRock
New York
$1.37M 31,237 -2,411 -7%
First Trust Advisors
88
First Trust Advisors
Illinois
$1.32M 30,159 -59,874 -67%
EGM
89
Engineers Gate Manager
New York
$1.24M 28,364 +22,384 +374%
BIM
90
BlackRock Investment Management
Delaware
$1.24M 28,160 -1,485 -5%
Legal & General Group
91
Legal & General Group
United Kingdom
$1.04M 23,665 +20,930 +765%
SFP
92
Santa Fe Partners
New Mexico
$995K 22,693 +22,693 New
LPL Financial
93
LPL Financial
California
$891K 20,541 -3,228 -14%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$878K 20,004 +10,941 +121%
VKH
95
Virtu KCG Holdings
New York
$842K 19,192 +19,192 New
PP
96
Paloma Partners
Connecticut
$817K 18,631 +12,531 +205%
IP
97
Interval Partners
New York
$789K 18,000 +18,000 New
DIA
98
Davidson Investment Advisors
Montana
$782K 17,875 -225 -1%
IRF
99
IBM Retirement Fund
New York
$779K 17,759 – –
Teacher Retirement System of Texas
100
Teacher Retirement System of Texas
Texas
$779K 17,771 +15,364 +638%
2 3
4
5 6