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LPL Financial
LPLA

Overview Fund Activity

178 hedge funds and large institutions have $4.93B invested in LPL Financial in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
4.8%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
36
Increased
64
Reduced
61
Closed
29
Calls
$2.73M
Puts
$3.08M
Net Calls
-$350K
Net Calls Change
-$363K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
SA
2
SPO Advisory
California
$408M
3
FPA
3
First Pacific Advisors
California
$124M
4
Citigroup
4
Citigroup
New York
$96M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$107M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
William Blair & Company
2
William Blair & Company
Illinois
$119M
3
KKRC
3
Kohlberg Kravis Roberts & Co
New York
$0
4
PCM
4
Palestra Capital Management
New York
$0
5
American Century Companies
5
American Century Companies
Missouri
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
126
Canada Life
Manitoba, Canada
$334K – – –
ZCM
127
Zebra Capital Management
Connecticut
$329K +$329K +7,084 New
PCM
128
Prelude Capital Management
New York
$327K +$103K +2,208 +46%
HighTower Advisors
129
HighTower Advisors
Illinois
$313K +$313K +6,731 New
P
130
Pitcairn
Pennsylvania
$302K -$7.87K -169 -3%
CCM
131
Century Capital Management
Massachusetts
$292K +$292K +6,290 New
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$284K +$284K +6,117 New
MLICM
133
Metropolitan Life Insurance Company (MetLife)
New York
$280K -$6.89K -148 -2%
QOP
134
Quinn Opportunity Partners
Virginia
$279K +$279K +6,000 New
BOS
135
Bingham Osborn & Scarborough
California
$275K – – –
CF
136
CenterStar Fund
Illinois
$262K – – –
AW
137
ACG Wealth
Georgia
$235K -$6.47K -139 -3%
AWCI
138
Alpine Woods Capital Investors
New York
$226K – – –
HSBC Holdings
139
HSBC Holdings
United Kingdom
$225K -$4.23K -91 -2%
M&T Bank
140
M&T Bank
New York
$225K +$225K +4,829 New
MCM
141
Matarin Capital Management
New York
$206K +$206K +4,433 New
FMT
142
First Mercantile Trust
Tennessee
$192K – – –
BlackRock
143
BlackRock
New York
$163K -$1.29M -27,736 -89%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$156K -$668K -14,408 -81%
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$123K -$9.82K -212 -7%
WA
146
WFG Advisors
Texas
$112K +$6.39K +137 +6%
JG
147
Jefferies Group
New York
$102K +$102K +2,200 New
KIG
148
Kessler Investment Group
Indiana
$98K +$98K +2,111 New
AIG
149
American International Group
New York
$89.6K -$9.3K -200 -9%
GT
150
Glenmede Trust
Pennsylvania
$88K – – –
4 5
6
7 8