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LPL Financial
LPLA

Overview Fund Activity

145 hedge funds and large institutions have $2.12B invested in LPL Financial in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 34 closing their positions.

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
29
Increased
64
Reduced
42
Closed
34
Calls
$2.47M
Puts
$3.84M
Net Calls
-$1.37M
Net Calls Change
-$24.8M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$68.3M
2
FCIM
2
Fairview Capital Investment Management
California
$132M
3
SP
3
Stockbridge Partners
Massachusetts
$89.5M
4
CCP
4
Clarkston Capital Partners
Michigan
$74.6M
5
JHIU
5
Janus Henderson Investors US
Colorado
$146M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$133M
2
Franklin Resources
2
Franklin Resources
California
$2.52M
3
SC
3
Samlyn Capital
New York
$0
4
HS
4
HighVista Strategies
Massachusetts
$0
5
FPA
5
First Pacific Advisors
California
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$822K 36,466 +9,431 +35%
KGI
77
KBI Global Investors
Ireland
$811K 35,978 +35,978 New
SAM
78
Shell Asset Management
Netherlands
$748K 33,201 +33,201 New
BlackRock
79
BlackRock
New York
$679K 30,160 +19,427 +181%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$665K 29,503 -33,004 -53%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$609K 27,027 -9,916 -27%
WSTAM
82
Wilbanks Smith & Thomas Asset Management
Virginia
$590K 26,175 +26,175 New
NIT
83
NumerixS Investment Technologies
British Columbia, Canada
$543K 24,099 +24,099 New
CIM
84
Cambria Investment Management
California
$481K 21,346 -11,355 -35%
CCM
85
Cadence Capital Management
Massachusetts
$461K 20,478 +5,046 +33%
PP
86
Paloma Partners
Connecticut
$444K 19,700 +19,700 New
CIBC World Market
87
CIBC World Market
Ontario, Canada
$441K 19,560 +19,560 New
QIM
88
Quantitative Investment Management
Virginia
$425K 18,900 +18,900 New
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$415K 18,403 -38,939 -68%
Principal Financial Group
90
Principal Financial Group
Iowa
$385K 17,085 +897 +6%
SSG
91
Summit Securities Group
New York
$385K 17,106 +17,106 New
BOTW
92
Bank of the West
California
$359K 15,950 +4,400 +38%
RJT
93
Raymond James Trust
Florida
$357K 15,864 -1,696 -10%
URS
94
Utah Retirement Systems
Utah
$354K 15,676 +1,700 +12%
Walleye Trading
95
Walleye Trading
New York
$333K 14,763 +14,763 New
PAG
96
Private Advisor Group
New Jersey
$320K 14,902 +2,255 +18%
GAM
97
Gotham Asset Management
New York
$300K 13,328 +483 +4%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$298K 13,230 +13,230 New
AB
99
Amalgamated Bank
New York
$294K 10,862 +1,107 +11%
Barclays
100
Barclays
United Kingdom
$278K 12,332 +11,741 +1,987%
2 3
4
5 6