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LPL Financial

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.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

34% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 50

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more funds holding

Funds holding: 162171 (+9)

5% more capital invested

Capital invested by funds: $4.12B → $4.33B (+$210M)

6% more call options, than puts

Call options by funds: $224K | Put options by funds: $211K

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
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$2.17M -$36.7K -830 -2%
CB
77
Cooke & Bieler
Pennsylvania
$2.08M +$243K +5,490 +13%
EVM
78
Eaton Vance Management
Massachusetts
$1.89M
VOYA Investment Management
79
VOYA Investment Management
Georgia
$1.83M -$4.6K -104 -0.2%
Barclays
80
Barclays
United Kingdom
$1.72M +$1.77M +39,999 +3,999,900%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.62M +$45.8K +1,036 +3%
ALA
82
Atherton Lane Advisers
California
$1.62M
CCM
83
Cobalt Capital Management
New Jersey
$1.62M +$1.64M +37,000 New
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.55M +$1.03M +23,244 +191%
CCMH
85
Cornerstone Capital Management Holdings
New York
$1.54M -$1.14M -25,757 -42%
GCP
86
GSA Capital Partners
United Kingdom
$1.47M +$481K +10,875 +48%
BlackRock
87
BlackRock
New York
$1.37M -$107K -2,411 -7%
First Trust Advisors
88
First Trust Advisors
Illinois
$1.32M -$2.65M -59,874 -67%
EGM
89
Engineers Gate Manager
New York
$1.24M +$989K +22,384 +374%
BIM
90
BlackRock Investment Management
Delaware
$1.24M -$65.6K -1,485 -5%
Legal & General Group
91
Legal & General Group
United Kingdom
$1.04M +$925K +20,930 +765%
SFP
92
Santa Fe Partners
New Mexico
$995K +$1M +22,693 New
LPL Financial
93
LPL Financial
California
$891K -$143K -3,228 -14%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$878K +$484K +10,941 +121%
VKH
95
Virtu KCG Holdings
New York
$842K +$848K +19,192 New
PP
96
Paloma Partners
Connecticut
$817K +$554K +12,531 +205%
IP
97
Interval Partners
New York
$789K +$795K +18,000 New
DIA
98
Davidson Investment Advisors
Montana
$782K -$9.94K -225 -1%
IRF
99
IBM Retirement Fund
New York
$779K
Teacher Retirement System of Texas
100
Teacher Retirement System of Texas
Texas
$779K +$679K +15,364 +638%