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LPL Financial
LPLA

Overview Fund Activity

182 hedge funds and large institutions have $4.29B invested in LPL Financial in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 14 closing their positions.

Holders
182
Holders Change
+33
Holders Change %
+22.15%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
47
Increased
56
Reduced
68
Closed
14
Calls
$146K
Puts
$1.11M
Net Calls
-$959K
Net Calls Change
-$507K

Top Buyers

1
Invesco
1
Invesco
Georgia
$103M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$230M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$123M
4
BIT
4
BlackRock Institutional Trust
California
$84.7M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$22.6M

Top Sellers

1
HLA
1
Hamilton Lane Advisors
Pennsylvania
$3.14M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$394M
3
State Street
3
State Street
Massachusetts
$36.8M
4
California State Teachers Retirement System (CalSTRS)
4
California State Teachers Retirement System (CalSTRS)
California
$4.82M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
101
UBS AM
Illinois
$1.63M +$362K +7,696 +28%
PI
102
PineBridge Investments
New York
$1.62M +$1.62M +34,415 New
SG Americas Securities
103
SG Americas Securities
New York
$1.58M -$5.52M -117,410 -78%
ICM
104
ICC Capital Management
Florida
$1.54M +$328K +6,971 +27%
Jacobs Levy Equity Management
105
Jacobs Levy Equity Management
New Jersey
$1.53M +$548K +11,651 +56%
PP
106
PDT Partners
New York
$1.47M -$1.5M -31,812 -50%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$1.35M -$10.3K -220 -0.8%
Morgan Stanley
108
Morgan Stanley
New York
$1.21M -$6.71M -142,688 -85%
CII
109
CR Intrinsic Investors
Connecticut
$1.18M +$1.18M +25,000 New
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.15M +$228K +4,839 +25%
LPL Financial
111
LPL Financial
California
$1.12M -$9.13K -194 -0.8%
MIU
112
Man Investments (UK)
United Kingdom
$1.11M +$1.11M +23,657 New
IRF
113
IBM Retirement Fund
New York
$1.06M -$21.7M -461,993 -95%
BIM
114
BlackRock Investment Management
Delaware
$993K -$12K -255 -1%
JRP
115
Jasper Ridge Partners
California
$987K -$413K -8,790 -30%
SCM
116
Stevens Capital Management
Pennsylvania
$963K +$453K +9,622 +89%
GMIM
117
General Motors Investment Management
New York
$961K +$961K +20,442 New
DADC
118
D.A. Davidson & Co
Montana
$779K -$20.2K -430 -3%
TC
119
TFS Capital
Pennsylvania
$720K +$720K +15,307 New
ARTA
120
A.R.T. Advisors
New York
$708K -$279K -5,927 -28%
CCM
121
CrestPoint Capital Management
Missouri
$701K +$701K +14,900 New
ProShare Advisors
122
ProShare Advisors
Maryland
$696K -$7.57K -161 -1%
SM
123
Simcah Management
North Carolina
$650K +$650K +13,812 New
GCP
124
GSA Capital Partners
United Kingdom
$616K -$641K -13,628 -51%
B
125
Barings
North Carolina
$597K +$597K +12,700 New
3 4
5
6 7