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LPL Financial
LPLA

Overview Fund Activity

178 hedge funds and large institutions have $4.93B invested in LPL Financial in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 29 closing their positions.

Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
4.8%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
36
Increased
64
Reduced
61
Closed
29
Calls
$2.73M
Puts
$3.08M
Net Calls
-$350K
Net Calls Change
-$363K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
SA
2
SPO Advisory
California
$408M
3
FPA
3
First Pacific Advisors
California
$124M
4
Citigroup
4
Citigroup
New York
$96M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$107M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
William Blair & Company
2
William Blair & Company
Illinois
$119M
3
KKRC
3
Kohlberg Kravis Roberts & Co
New York
$0
4
PCM
4
Palestra Capital Management
New York
$0
5
American Century Companies
5
American Century Companies
Missouri
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
EGM
76
Engineers Gate Manager
New York
$3.03M 65,223 +36,859 +130%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$2.94M 63,281 -3,110 -5%
BG
78
BlackRock Group
United Kingdom
$2.81M 60,481 -4,683 -7%
AllianceBernstein
79
AllianceBernstein
Tennessee
$2.79M 60,048 -700 -1%
UBS AM
80
UBS AM
Illinois
$2.75M 59,079 +6,100 +12%
AI
81
Analytic Investors
California
$2.74M 58,947 +58,947 New
TA
82
Teachers Advisors
New York
$2.73M 58,817 +1,523 +3%
CS
83
Credit Suisse
Switzerland
$2.7M 58,105 -76,062 -57%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$2.64M 56,855 +45,207 +388%
PP
85
PDT Partners
New York
$2.63M 56,565 +56,565 New
SFM
86
Systematic Financial Management
New Jersey
$2.61M 56,100 -3,800 -6%
CHAM
87
Clear Harbor Asset Management
Connecticut
$2.38M 51,130 +43,630 +582%
First Trust Advisors
88
First Trust Advisors
Illinois
$2.27M 48,749 +18,590 +62%
CIM
89
Cambria Investment Management
California
$2.25M 48,285 +522 +1%
GLA
90
Great Lakes Advisors
Illinois
$2.19M 47,188 -17,515 -27%
BIM
91
BlackRock Investment Management
Delaware
$2.13M 45,868 +17,708 +63%
CB
92
Cooke & Bieler
Pennsylvania
$2.13M 45,710 -1,640 -3%
EVM
93
Eaton Vance Management
Massachusetts
$1.97M 42,465 -539 -1%
AQR Capital Management
94
AQR Capital Management
Connecticut
$1.85M 39,676 -122,879 -76%
DIA
95
Davidson Investment Advisors
Montana
$1.78M 38,240 +20,365 +114%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$1.76M 37,922 -3,825 -9%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.76M 37,880 +858 +2%
EU
98
Emory University
Georgia
$1.68M 36,195 +36,195 New
Legal & General Group
99
Legal & General Group
United Kingdom
$1.53M 32,853 +9,188 +39%
OAC
100
OMERS Administration Corp
Ontario, Canada
$1.38M 29,600 +29,600 New
2 3
4
5 6