LPLA icon

LPL Financial
LPLA

Overview Fund Activity

166 hedge funds and large institutions have $4.35B invested in LPL Financial in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 30 closing their positions.

Holders
166
Holders Change
-2
Holders Change %
-1.19%
% of All Funds
4.36%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
30
Increased
65
Reduced
54
Closed
30
Calls
$7.46M
Puts
$10.9M
Net Calls
-$3.44M
Net Calls Change
-$10.6M

Top Buyers

1
MCM
1
Marcato Capital Management
California
$258M
2
FP
2
FPR Partners
California
$504M
3
CCP
3
Clarkston Capital Partners
Michigan
$35.2M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$134M
5
SCM
5
Stonerise Capital Management
California
$9.3M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$365M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.9M
3
Citigroup
3
Citigroup
New York
$12M
4
Invesco
4
Invesco
Georgia
$142M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
URS
101
Utah Retirement Systems
Utah
$626K 14,676 – –
GC
102
Guggenheim Capital
Illinois
$616K 14,438 -272,658 -95%
DADC
103
D.A. Davidson & Co
Montana
$599K 14,085 -2,325 -14%
CCM
104
Cadence Capital Management
Massachusetts
$581K 13,630 +2,091 +18%
ProShare Advisors
105
ProShare Advisors
Maryland
$573K 13,436 +586 +5%
CG
106
Clinton Group
New York
$558K 13,081 +13,081 New
OCM
107
OMT Capital Management
California
$509K 11,940 -10,590 -47%
SEI Investments
108
SEI Investments
Pennsylvania
$509K 11,932 +4,999 +72%
BOTW
109
Bank of the West
California
$495K 11,600 -500 -4%
UBS Group
110
UBS Group
Switzerland
$489K 11,473 +1,028 +10%
Jane Street
111
Jane Street
New York
$454K 10,654 +10,654 New
PP
112
Paloma Partners
Connecticut
$418K 9,800 +9,800 New
NMIMC
113
Northwestern Mutual Investment Management Company
Wisconsin
$415K 9,733 +33 +0.3%
Canada Life
114
Canada Life
Manitoba, Canada
$410K 9,599 – –
MF
115
Magnetar Financial
Illinois
$397K 9,300 +9,300 New
AB
116
Amalgamated Bank
New York
$384K 8,996 -647 -7%
M&T Bank
117
M&T Bank
New York
$357K 8,350 -372 -4%
BF
118
BOK Financial
Oklahoma
$343K 8,041 +371 +5%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$298K 6,987 -3,620 -34%
PAG
120
Private Advisor Group
New Jersey
$294K 6,892 +28 +0.4%
Squarepoint
121
Squarepoint
New York
$286K 6,700 +6,700 New
Walleye Trading
122
Walleye Trading
New York
$266K 6,228 +6,228 New
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$264K 6,180 +166 +3%
BCM
124
BlueCrest Capital Management
Jersey
$251K 5,886 +5,886 New
HSBC Holdings
125
HSBC Holdings
United Kingdom
$246K 5,787 +1 +0%
3 4
5
6 7