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LPL Financial

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.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

34% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 50

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more funds holding

Funds holding: 162171 (+9)

5% more capital invested

Capital invested by funds: $4.12B → $4.33B (+$210M)

6% more call options, than puts

Call options by funds: $224K | Put options by funds: $211K

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
Name Holding Trade Value Shares
Change
Change in
Stake
URS
101
Utah Retirement Systems
Utah
$679K +$17.7K +400 +3%
CCM
102
Cadence Capital Management
Massachusetts
$654K -$8.57K -194 -1%
AL
103
Airain Ltd
Guernsey
$602K +$607K +13,724 New
Canada Pension Plan Investment Board
104
Canada Pension Plan Investment Board
Ontario, Canada
$570K +$575K +13,000 New
ProShare Advisors
105
ProShare Advisors
Maryland
$555K -$63.5K -1,438 -10%
BOTW
106
Bank of the West
California
$531K
JP Morgan Chase
107
JP Morgan Chase
New York
$511K +$515K +11,648 New
Morgan Stanley
108
Morgan Stanley
New York
$502K +$357K +8,074 +240%
BA
109
BlackRock Advisors
Delaware
$481K -$19.6K -444 -4%
Two Sigma Advisers
110
Two Sigma Advisers
New York
$476K -$22.1K -500 -4%
R
111
RQSI
Bahamas
$459K -$14.7K -333 -3%
CC
112
Cipher Capital
New York
$454K +$457K +10,350 New
NP
113
NorthRock Partners
Minnesota
$437K -$49K -1,108 -10%
AB
114
Amalgamated Bank
New York
$434K +$15.1K +341 +4%
NMIMC
115
Northwestern Mutual Investment Management Company
Wisconsin
$425K +$428K +9,680 New
SEI Investments
116
SEI Investments
Pennsylvania
$419K +$62.6K +1,416 +17%
CSS
117
Cubist Systematic Strategies
Connecticut
$400K +$127K +2,875 +46%
TM
118
Tikvah Management
North Carolina
$386K
Jane Street
119
Jane Street
New York
$383K +$386K +8,741 New
DADC
120
D.A. Davidson & Co
Montana
$370K -$1.55K -35 -0.4%
ARTA
121
A.R.T. Advisors
New York
$343K +$346K +7,826 New
CHAM
122
Clear Harbor Asset Management
Connecticut
$329K +$331K +7,500 New
UBS Group
123
UBS Group
Switzerland
$320K +$303K +6,861 +1,570%
Canada Life
124
Canada Life
Manitoba, Canada
$315K
BF
125
BOK Financial
Oklahoma
$314K +$316K +7,161 New