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LPL Financial
LPLA

Overview Fund Activity

171 hedge funds and large institutions have $4.33B invested in LPL Financial in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 21 closing their positions.

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
4.56%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
31
Increased
67
Reduced
50
Closed
21
Calls
$224K
Puts
$211K
Net Calls
+$13K
Net Calls Change
+$562K

Top Buyers

1
Nomura Holdings
1
Nomura Holdings
Japan
$92.8M
2
Invesco
2
Invesco
Georgia
$194M
3
FP
3
FPR Partners
California
$418M
4
KKRC
4
Kohlberg Kravis Roberts & Co
New York
$59M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$41.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$46.1M
2
SC
2
Samlyn Capital
New York
$0
3
SC
3
Salzman & Co
New York
$0
4
MSA
4
Mason Street Advisors
Wisconsin
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$353M
Name Market Value Shares Shares
Change 		Shares
Change %
URS
101
Utah Retirement Systems
Utah
$679K 15,476 +400 +3%
CCM
102
Cadence Capital Management
Massachusetts
$654K 14,913 -194 -1%
AL
103
Airain Ltd
Guernsey
$602K 13,724 +13,724 New
Canada Pension Plan Investment Board
104
Canada Pension Plan Investment Board
Ontario, Canada
$570K 13,000 +13,000 New
ProShare Advisors
105
ProShare Advisors
Maryland
$555K 12,646 -1,438 -10%
BOTW
106
Bank of the West
California
$531K 12,100 – –
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$511K 11,648 +11,648 New
Morgan Stanley
108
Morgan Stanley
New York
$502K 11,443 +8,074 +240%
BA
109
BlackRock Advisors
Delaware
$481K 10,970 -444 -4%
Two Sigma Advisers
110
Two Sigma Advisers
New York
$476K 10,850 -500 -4%
R
111
RQSI
Bahamas
$459K 10,468 -333 -3%
CC
112
Cipher Capital
New York
$454K 10,350 +10,350 New
NP
113
NorthRock Partners
Minnesota
$437K 10,034 -1,108 -10%
AB
114
Amalgamated Bank
New York
$434K 9,892 +341 +4%
NMIMC
115
Northwestern Mutual Investment Management Company
Wisconsin
$425K 9,680 +9,680 New
SEI Investments
116
SEI Investments
Pennsylvania
$419K 9,545 +1,416 +17%
CSS
117
Cubist Systematic Strategies
Connecticut
$400K 9,125 +2,875 +46%
TM
118
Tikvah Management
North Carolina
$386K 8,791 – –
Jane Street
119
Jane Street
New York
$383K 8,741 +8,741 New
DADC
120
D.A. Davidson & Co
Montana
$370K 8,440 -35 -0.4%
ARTA
121
A.R.T. Advisors
New York
$343K 7,826 +7,826 New
CHAM
122
Clear Harbor Asset Management
Connecticut
$329K 7,500 +7,500 New
UBS Group
123
UBS Group
Switzerland
$320K 7,298 +6,861 +1,570%
Canada Life
124
Canada Life
Manitoba, Canada
$315K 7,199 – –
BF
125
BOK Financial
Oklahoma
$314K 7,161 +7,161 New
3 4
5
6 7