LPLA icon

LPL Financial
LPLA

Overview Fund Activity

168 hedge funds and large institutions have $4.3B invested in LPL Financial in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 29 closing their positions.

Holders
168
Holders Change
-10
Holders Change %
-5.62%
% of All Funds
4.7%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.36%
New
21
Increased
65
Reduced
61
Closed
29
Calls
$10.8M
Puts
$3.59M
Net Calls
+$7.18M
Net Calls Change
+$7.53M

Top Buyers

1
FPA
1
First Pacific Advisors
California
$175M
2
FP
2
FPR Partners
California
$417M
3
SP
3
Stockbridge Partners
Massachusetts
$157M
4
MCM
4
Marcato Capital Management
California
$21.9M
5
Bank of America
5
Bank of America
North Carolina
$18.4M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$3.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
ACM
4
AKRE Capital Management
Virginia
$29.8M
5
TCGI
5
Three Corner Global Investors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
76
UBS AM
Illinois
$2.58M 64,739 +5,660 +10%
CCM
77
Concourse Capital Management
Georgia
$2.48M 62,435 -112,908 -64%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$2.45M 61,501 -1,780 -3%
TA
79
Teachers Advisors
New York
$2.43M 61,035 +2,218 +4%
AllianceBernstein
80
AllianceBernstein
Tennessee
$2.39M 60,207 +159 +0.3%
CCM
81
Century Capital Management
Massachusetts
$2.36M 59,394 +53,104 +844%
RJA
82
Raymond James & Associates
Florida
$2.25M 56,566 +56,566 New
BG
83
BlackRock Group
United Kingdom
$1.89M 47,427 -13,054 -22%
EVM
84
Eaton Vance Management
Massachusetts
$1.69M 42,465 – –
BIM
85
BlackRock Investment Management
Delaware
$1.6M 40,327 -5,541 -12%
CIP
86
Convergence Investment Partners
Florida
$1.6M 40,285 +40,285 New
CIM
87
Cambria Investment Management
California
$1.54M 38,599 -9,686 -20%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$1.49M 37,420 -502 -1%
EU
89
Emory University
Georgia
$1.4M 35,231 -964 -3%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.34M 33,566 -4,314 -11%
SCP
91
Scoria Capital Partners
Connecticut
$1.29M 32,300 -97,700 -75%
GLA
92
Great Lakes Advisors
Illinois
$1.23M 30,945 -16,243 -34%
DIA
93
Davidson Investment Advisors
Montana
$1.21M 30,570 -7,670 -20%
Legal & General Group
94
Legal & General Group
United Kingdom
$1.21M 30,400 -2,453 -7%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.15M 28,940 +3,910 +16%
HighTower Advisors
96
HighTower Advisors
Illinois
$966K 24,445 +17,714 +263%
OCM
97
OMT Capital Management
California
$896K 22,530 – –
LPL Financial
98
LPL Financial
California
$829K 21,220 +5 +0%
Deutsche Bank
99
Deutsche Bank
Germany
$784K 19,772 -72,266 -79%
BA
100
BlackRock Advisors
Delaware
$743K 18,694 +7,724 +70%
2 3
4
5 6