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LPL Financial

171 hedge funds and large institutions have $4.33B invested in LPL Financial in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

34% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 50

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more funds holding

Funds holding: 162171 (+9)

5% more capital invested

Capital invested by funds: $4.12B → $4.33B (+$210M)

6% more call options, than puts

Call options by funds: $224K | Put options by funds: $211K

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
4.56%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
31
Increased
67
Reduced
50
Closed
21
Calls
$224K
Puts
$211K
Net Calls
+$13K
Net Calls Change
+$562K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
MAI Capital Management
Ohio
$307K
CG
127
Clinton Group
New York
$305K +$307K +6,945 New
P
128
Pitcairn
Pennsylvania
$292K +$5.7K +129 +2%
SCA
129
Secor Capital Advisors
New York
$278K +$280K +6,338 New
Fidelity Investments
130
Fidelity Investments
Massachusetts
$272K -$32.5K -736 -11%
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$270K
BOS
132
Bingham Osborn & Scarborough
California
$259K
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$253K +$70.1K +1,587 +38%
VAM
134
Visium Asset Management
New York
$244K +$246K +5,564 New
AW
135
ACG Wealth
Georgia
$228K -$9.94K -225 -4%
SG Americas Securities
136
SG Americas Securities
New York
$228K +$72.8K +1,647 +46%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$216K +$218K +4,936 New
AWCI
138
Alpine Woods Capital Investors
New York
$214K
TRCT
139
Tower Research Capital (TRC)
New York
$213K +$194K +4,380 +913%
Rafferty Asset Management
140
Rafferty Asset Management
New York
$213K +$215K +4,865 New
PCM
141
Prelude Capital Management
New York
$212K +$213K +4,825 New
AG
142
Aperio Group
California
$206K +$207K +4,689 New
Citigroup
143
Citigroup
New York
$195K -$337K -7,626 -63%
FMT
144
First Mercantile Trust
Tennessee
$181K -$12.8K -290 -7%
Bank of America
145
Bank of America
North Carolina
$157K -$88.4K -2,000 -36%
SEC
146
Seven Eight Capital
New York
$136K +$137K +3,102 New
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$126K +$3.14K +71 +3%
WA
148
WFG Advisors
Texas
$99K
AIG
149
American International Group
New York
$93.3K +$3K +68 +3%
GT
150
Glenmede Trust
Pennsylvania
$83K