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LPL Financial
LPLA

Overview Fund Activity

153 hedge funds and large institutions have $2.31B invested in LPL Financial in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 37 closing their positions.

Holders
153
Holders Change
-13
Holders Change %
-7.83%
% of All Funds
4.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
27
Increased
61
Reduced
49
Closed
37
Calls
$38.9M
Puts
$15.4M
Net Calls
+$23.5M
Net Calls Change
+$26.9M

Top Buyers

1
CCP
1
Clarkston Capital Partners
Michigan
$74.8M
2
FCIM
2
Fairview Capital Investment Management
California
$123M
3
DIG
3
Dragoneer Investment Group
California
$38.7M
4
Invesco
4
Invesco
Georgia
$103M
5
HCM
5
HMI Capital Management
California
$68.9M

Top Sellers

1
MCM
1
Marcato Capital Management
California
$0
2
American Century Companies
2
American Century Companies
Missouri
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$401K
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
Rafferty Asset Management
101
Rafferty Asset Management
New York
$270K 10,887 -5,534 -34%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$268K 10,804 +7,732 +252%
BlackRock
103
BlackRock
New York
$266K 10,733 +7,199 +204%
CC
104
Cipher Capital
New York
$248K 9,990 +9,990 New
CAM
105
Cacti Asset Management
Georgia
$248K 10,000 +10,000 New
AB
106
Amalgamated Bank
New York
$242K 9,755 +759 +8%
Canada Life
107
Canada Life
Manitoba, Canada
$238K 9,599 – –
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$231K 9,334 +2,347 +34%
BF
109
BOK Financial
Oklahoma
$211K 8,508 +467 +6%
Tudor Investment Corp
110
Tudor Investment Corp
Connecticut
$206K 8,300 +3,312 +66%
IRF
111
IBM Retirement Fund
New York
$205K 8,265 -10,786 -57%
VKH
112
Virtu KCG Holdings
New York
$203K 8,168 +8,168 New
Victory Capital Management
113
Victory Capital Management
Texas
$189K 7,635 +7,635 New
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$153K 6,180 – –
SEC
115
Seven Eight Capital
New York
$147K 5,914 +5,912 +295,600%
SG Americas Securities
116
SG Americas Securities
New York
$118K 4,738 +1,958 +70%
FMT
117
First Mercantile Trust
Tennessee
$99K 3,980 -417 -9%
WA
118
WFG Advisors
Texas
$88K 3,532 +989 +39%
CCMH
119
Cornerstone Capital Management Holdings
New York
$87K 3,500 -231,685 -99%
MFBTD
120
MB Financial Bank - Trust Department
Illinois
$74K 3,000 – –
GT
121
Glenmede Trust
Pennsylvania
$74K 3,000 +1,093 +57%
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$66K 2,646 -4 -0.2%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66K 2,657 – –
Canada Pension Plan Investment Board
124
Canada Pension Plan Investment Board
Ontario, Canada
$55K 2,200 -100 -4%
AIG
125
American International Group
New York
$53K 2,108 – –
3 4
5
6 7