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LPL Financial
LPLA

Overview Fund Activity

149 hedge funds and large institutions have $3.4B invested in LPL Financial in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+5
Holders Change %
+3.47%
% of All Funds
4.83%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.23%
New
24
Increased
73
Reduced
44
Closed
15
Calls
$616K
Puts
$1.07M
Net Calls
-$452K
Net Calls Change
-$490K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$73.4M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$71.4M
3
William Blair & Company
3
William Blair & Company
Illinois
$176M
4
JHIU
4
Janus Henderson Investors US
Colorado
$188M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$161M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$653M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$343M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.06M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Millennium Management
5
Millennium Management
New York
$790K
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
101
State of Michigan Retirement System
Michigan
$766K +$766K +20,000 New
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$754K +$211K +5,519 +39%
Bank of America
103
Bank of America
North Carolina
$722K -$942K -24,580 -57%
DADC
104
D.A. Davidson & Co
Montana
$650K -$6.12K -160 -0.9%
ProShare Advisors
105
ProShare Advisors
Maryland
$574K +$574K +14,970 New
Luther King Capital Management (LKCM)
106
Luther King Capital Management (LKCM)
Texas
$571K – – –
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$544K -$951K -24,804 -64%
Citigroup
108
Citigroup
New York
$527K -$9.84K -257 -2%
BOS
109
Bingham Osborn & Scarborough
California
$512K +$512K +13,357 New
ZIM
110
Zacks Investment Management
Illinois
$434K -$14.9K -390 -3%
HI
111
HBK Investments
Texas
$428K +$428K +11,183 New
SCA
112
SAC Capital Advisors
Connecticut
$427K +$70.5K +1,841 +20%
BA
113
BlackRock Advisors
Delaware
$422K +$230K +5,996 +120%
SCM
114
Stevens Capital Management
Pennsylvania
$416K +$125K +3,252 +43%
URS
115
Utah Retirement Systems
Utah
$382K -$3.83K -100 -1%
IRS
116
Invictus RG (Singapore)
Singapore
$359K +$359K +9,361 New
BOTW
117
Bank of the West
California
$356K – – –
KeyBank National Association
118
KeyBank National Association
Ohio
$300K -$67.4K -1,756 -18%
BF
119
BOK Financial
Oklahoma
$289K +$289K +7,562 New
PAM
120
Panagora Asset Management
Massachusetts
$278K +$234K +6,098 +530%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$269K +$269K +7,014 New
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$264K +$125K +3,258 +90%
CAM
123
Capstone Asset Management
Texas
$259K +$6.91K +180 +3%
Comerica Bank
124
Comerica Bank
Texas
$249K +$18.3K +478 +8%
RFC
125
Russell Frank Company
Washington
$223K +$139K +3,629 +166%
3 4
5
6 7