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LPL Financial
LPLA

Overview Fund Activity

180 hedge funds and large institutions have $4.56B invested in LPL Financial in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 40 closing their positions.

Holders
180
Holders Change
-22
Holders Change %
-10.89%
% of All Funds
5.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
18
Increased
76
Reduced
61
Closed
40
Calls
$1.63M
Puts
$1.55M
Net Calls
+$78K
Net Calls Change
+$1.62M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$63.6M
2
FP
2
FPR Partners
California
$389M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$384M
4
SP
4
Stockbridge Partners
Massachusetts
$155M
5
PCM
5
Palestra Capital Management
New York
$41.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$30.7M
3
Millennium Management
3
Millennium Management
New York
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$63.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
101
Bank of America
North Carolina
$1.15M 23,183 -67,371 -74%
JRP
102
Jasper Ridge Partners
California
$1.04M 20,988 – –
Jane Street
103
Jane Street
New York
$1.04M 20,816 +9,428 +83%
GCP
104
GSA Capital Partners
United Kingdom
$997K 20,040 +10,734 +115%
Federated Hermes
105
Federated Hermes
Pennsylvania
$932K 18,727 -33,768 -64%
IRF
106
IBM Retirement Fund
New York
$916K 18,271 +5,084 +39%
DCP
107
DSM Capital Partners
Florida
$850K 17,090 -150 -0.9%
SCM
108
Stevens Capital Management
Pennsylvania
$830K 16,677 +12,531 +302%
DADC
109
D.A. Davidson & Co
Montana
$780K 15,700 -1,020 -6%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$769K 15,462 -19,224 -55%
ProShare Advisors
111
ProShare Advisors
Maryland
$756K 15,202 -569 -4%
URS
112
Utah Retirement Systems
Utah
$750K 15,076 +5,500 +57%
CCM
113
CrestPoint Capital Management
Missouri
$741K 14,900 – –
HI
114
HBK Investments
Texas
$727K 14,607 -8,193 -36%
TRCT
115
Tower Research Capital (TRC)
New York
$721K 14,485 +12,106 +509%
TM
116
Tikvah Management
North Carolina
$687K 13,812 – –
Prudential Financial
117
Prudential Financial
New Jersey
$639K 12,844 +2,500 +24%
Two Sigma Advisers
118
Two Sigma Advisers
New York
$634K 12,750 +3,500 +38%
BA
119
BlackRock Advisors
Delaware
$604K 12,150 – –
Barclays
120
Barclays
United Kingdom
$476K 9,734 +7,817 +408%
AB
121
Amalgamated Bank
New York
$468K 9,418 +4,451 +90%
BOTW
122
Bank of the West
California
$463K 9,300 – –
VKH
123
Virtu KCG Holdings
New York
$458K 9,213 +2,837 +44%
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$429K 8,625 -35,817 -81%
CCMH
125
Cornerstone Capital Management Holdings
New York
$372K 7,492 -13,279 -64%
3 4
5
6 7