LPLA icon

LPL Financial
LPLA

Overview Fund Activity

180 hedge funds and large institutions have $4.56B invested in LPL Financial in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 40 closing their positions.

Holders
180
Holders Change
-22
Holders Change %
-10.89%
% of All Funds
5.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
18
Increased
76
Reduced
61
Closed
40
Calls
$1.63M
Puts
$1.55M
Net Calls
+$78K
Net Calls Change
+$1.62M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$63.6M
2
FP
2
FPR Partners
California
$389M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$384M
4
SP
4
Stockbridge Partners
Massachusetts
$155M
5
PCM
5
Palestra Capital Management
New York
$41.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$30.7M
3
Millennium Management
3
Millennium Management
New York
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$63.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QT
126
Quantbot Technologies
New York
$362K 7,294 -261 -3%
BF
127
BOK Financial
Oklahoma
$356K 7,153 +7 +0.1%
ARTA
128
A.R.T. Advisors
New York
$351K 7,069 +7,069 New
MCM
129
MAI Capital Management
Ohio
$348K 7,000 +2,000 +40%
Citadel Advisors
130
Citadel Advisors
Florida
$343K 6,889 -124,758 -95%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$332K 6,675 +2,748 +70%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$301K 6,043 -42,303 -88%
P
133
Pitcairn
Pennsylvania
$296K 5,959 +5,959 New
BOS
134
Bingham Osborn & Scarborough
California
$294K 5,915 – –
U
135
UBS
Switzerland
$288K 5,798 -11,146 -66%
CB
136
Cooke & Bieler
Pennsylvania
$275K 5,520 – –
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$273K 5,504 -20 -0.4%
STC
138
SEI Trust Company
Pennsylvania
$272K 5,466 -2,504 -31%
AW
139
ACG Wealth
Georgia
$269K 5,412 +412 +8%
Canada Life
140
Canada Life
Manitoba, Canada
$244K 4,933 -1,216 -20%
WT
141
Wilmington Trust
Delaware
$244K 4,906 – –
T
142
TradeWorx
New Jersey
$231K 4,647 -3,518 -43%
AIC
143
Aurora Investment Counsel
Georgia
$228K 4,587 -228 -5%
EMFAT
144
Emerald Mutual Fund Advisers Trust
Pennsylvania
$226K 4,550 – –
BlackRock
145
BlackRock
New York
$219K 4,413 -4,067 -48%
Tudor Investment Corp
146
Tudor Investment Corp
Connecticut
$213K 4,289 -2,858 -40%
AL
147
Airain Ltd
Guernsey
$210K 4,222 -7,039 -63%
Rafferty Asset Management
148
Rafferty Asset Management
New York
$206K 4,150 +4,150 New
PG
149
PEAK6 Group
Illinois
$193K 3,879 +2,575 +197%
FMT
150
First Mercantile Trust
Tennessee
$183K 3,670 – –
4 5
6
7 8