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LPL Financial
LPLA

Overview Fund Activity

202 hedge funds and large institutions have $4.78B invested in LPL Financial in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 46 increasing their positions, 96 reducing their positions, and 18 closing their positions.

Holders
202
Holders Change
+20
Holders Change %
+10.99%
% of All Funds
5.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
40
Increased
46
Reduced
96
Closed
18
Calls
$1.2M
Puts
$2.74M
Net Calls
-$1.54M
Net Calls Change
-$580K

Top Buyers

1
LPC
1
Lone Pine Capital
Connecticut
$448M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$344M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$74.9M
4
Millennium Management
4
Millennium Management
New York
$27M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$160M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$677M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.92M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$361M
4
American Century Companies
4
American Century Companies
Missouri
$0
5
William Blair & Company
5
William Blair & Company
Illinois
$167M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$1.82M 34,686 -490 -1%
SCA
102
SAC Capital Advisors
Connecticut
$1.78M 33,829 +26,029 +334%
Jacobs Levy Equity Management
103
Jacobs Levy Equity Management
New Jersey
$1.7M 32,360 -250 -0.8%
Nomura Holdings
104
Nomura Holdings
Japan
$1.4M 26,557 +26,557 New
VOYA Investment Management
105
VOYA Investment Management
Georgia
$1.38M 26,286 -2,336 -8%
LPL Financial
106
LPL Financial
California
$1.28M 24,263 +499 +2%
HI
107
HBK Investments
Texas
$1.2M 22,800 +12,600 +124%
RFC
108
Russell Frank Company
Washington
$1.19M 24,994 -71,321 -74%
ICM
109
ICC Capital Management
Florida
$1.19M 22,710 -9,966 -30%
JRP
110
Jasper Ridge Partners
California
$1.1M 20,988 – –
BIM
111
BlackRock Investment Management
Delaware
$1.1M 20,980 -127 -0.6%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$1.09M 20,771 +13,078 +170%
CCMH
113
Cornerstone Capital Management Holdings
New York
$1.09M 20,771 -153,697 -88%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.04M 19,755 -4,777 -19%
NCCM
115
Nine Chapters Capital Management
New Jersey
$951K 18,100 -31,300 -63%
Robeco Institutional Asset Management
116
Robeco Institutional Asset Management
Netherlands
$914K 17,400 +17,400 New
DCP
117
DSM Capital Partners
Florida
$906K 17,240 -21,260 -55%
U
118
UBS
Switzerland
$890K 16,944 +15,452 +1,036%
DADC
119
D.A. Davidson & Co
Montana
$877K 16,720 +150 +0.9%
ProShare Advisors
120
ProShare Advisors
Maryland
$829K 15,771 +962 +6%
B
121
Barings
North Carolina
$809K 15,400 +2,700 +21%
CCM
122
CrestPoint Capital Management
Missouri
$783K 14,900 – –
GMIM
123
General Motors Investment Management
New York
$780K 14,845 -5,597 -27%
ZIM
124
Zacks Investment Management
Illinois
$764K 14,550 +14,550 New
PAM
125
Princeton Alpha Management
New Jersey
$732K 13,934 +13,934 New
3 4
5
6 7