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LPL Financial
LPLA

Overview Fund Activity

202 hedge funds and large institutions have $4.78B invested in LPL Financial in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 46 increasing their positions, 96 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+20
Holders Change %
+10.99%
% of All Funds
5.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
40
Increased
46
Reduced
96
Closed
18
Calls
$1.2M
Puts
$2.74M
Net Calls
-$1.54M
Net Calls Change
-$580K

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$448M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$344M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$74.9M
4
Millennium Management
Millennium Management
New York
$27M
5
Artisan Partners
Artisan Partners
Wisconsin
$160M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
$677M
2
Citadel Advisors
Citadel Advisors
Florida
$6.92M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$361M
4
American Century Companies
American Century Companies
Missouri
$0
5
William Blair & Company
William Blair & Company
Illinois
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
TM
126
Tikvah Management
North Carolina
$726K +$726K +13,812 New
IRF
127
IBM Retirement Fund
New York
$701K -$494K -9,287 -41%
BA
128
BlackRock Advisors
Delaware
$638K +$22.1K +421 +4%
Jane Street
129
Jane Street
New York
$598K +$598K +11,388 New
AL
130
Airain Ltd
Guernsey
$592K +$592K +11,261 New
TC
131
TFS Capital
Pennsylvania
$560K -$244K -4,641 -30%
Prudential Financial
132
Prudential Financial
New Jersey
$543K -$1.91M -36,300 -78%
SG Americas Securities
133
SG Americas Securities
New York
$534K -$1.23M -23,471 -70%
URS
134
Utah Retirement Systems
Utah
$503K -$21K -400 -4%
GCP
135
GSA Capital Partners
United Kingdom
$489K -$199K -3,789 -29%
BOTW
136
Bank of the West
California
$489K – – –
Two Sigma Advisers
137
Two Sigma Advisers
New York
$486K -$1.52M -29,000 -76%
BlackRock
138
BlackRock
New York
$445K +$176K +3,353 +65%
Marshall Wace
139
Marshall Wace
United Kingdom
$433K +$433K +8,232 New
T
140
TradeWorx
New Jersey
$429K +$429K +8,165 New
STC
141
SEI Trust Company
Pennsylvania
$419K +$292K +5,560 +231%
BJ
142
BlackRock Japan
Japan
$399K +$399K +7,592 New
QT
143
Quantbot Technologies
New York
$396K +$396K +7,555 New
DTL
144
Dynamic Technology Lab
Singapore
$394K +$394K +7,505 New
DFIM
145
Detwiler Fenton Investment Management
Massachusetts
$390K +$390K +7,425 New
JG
146
Jefferies Group
New York
$389K +$389K +7,399 New
PP
147
Paloma Partners
Connecticut
$387K +$387K +7,359 New
Tudor Investment Corp
148
Tudor Investment Corp
Connecticut
$376K -$203K -3,853 -35%
BF
149
BOK Financial
Oklahoma
$376K +$2.26K +43 +0.6%
VKH
150
Virtu KCG Holdings
New York
$335K +$335K +6,376 New
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