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LPL Financial
LPLA

Overview Fund Activity

145 hedge funds and large institutions have $2.12B invested in LPL Financial in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 34 closing their positions.

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
29
Increased
64
Reduced
42
Closed
34
Calls
$2.47M
Puts
$3.84M
Net Calls
-$1.37M
Net Calls Change
-$24.8M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$68.3M
2
FCIM
2
Fairview Capital Investment Management
California
$132M
3
SP
3
Stockbridge Partners
Massachusetts
$89.5M
4
CCP
4
Clarkston Capital Partners
Michigan
$74.6M
5
JHIU
5
Janus Henderson Investors US
Colorado
$146M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$133M
2
Franklin Resources
2
Franklin Resources
California
$2.52M
3
SC
3
Samlyn Capital
New York
$0
4
HS
4
HighVista Strategies
Massachusetts
$0
5
FPA
5
First Pacific Advisors
California
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$248K 11,049 +11,049 New
ProShare Advisors
102
ProShare Advisors
Maryland
$247K 10,950 -128 -1%
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$240K 10,634 +1,300 +14%
CAM
104
Cacti Asset Management
Georgia
$225K 10,000 – –
JG
105
Jefferies Group
New York
$222K 9,864 +9,864 New
Canada Life
106
Canada Life
Manitoba, Canada
$216K 9,599 – –
QC
107
Quadrature Capital
United Kingdom
$210K 9,300 +9,300 New
Rafferty Asset Management
108
Rafferty Asset Management
New York
$208K 9,250 -1,637 -15%
BF
109
BOK Financial
Oklahoma
$205K 9,127 +619 +7%
CEP
110
Chicago Equity Partners
Illinois
$203K 8,990 +8,990 New
Victory Capital Management
111
Victory Capital Management
Texas
$202K 8,977 +1,342 +18%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$197K 8,761 -2,043 -19%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$169K 7,507 +6,537 +674%
WA
114
WFG Advisors
Texas
$130K 5,758 +2,226 +63%
IIC
115
Integrated Investment Consultants
Michigan
$96K 4,275 +2,625 +159%
FMT
116
First Mercantile Trust
Tennessee
$84K 3,721 -259 -7%
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$70K 3,105 -3,075 -50%
Nomura Asset Management
118
Nomura Asset Management
Japan
$64K 2,870 +2,870 New
AIG
119
American International Group
New York
$62.3K 2,767 +659 +31%
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$62K 2,758 +112 +4%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59K 2,611 -46 -2%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$43K 1,911 – –
IA
123
IFP Advisors
Florida
$43K 1,914 +1,825 +2,051%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$31K 1,373 -340 -20%
CG
125
Cutler Group
California
$31K 1,420 +1,420 New
3 4
5
6 7