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LPL Financial
LPLA

Overview Fund Activity

168 hedge funds and large institutions have $4.3B invested in LPL Financial in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-10
Holders Change %
-5.62%
% of All Funds
4.7%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.36%
New
21
Increased
65
Reduced
61
Closed
29
Calls
$10.8M
Puts
$3.59M
Net Calls
+$7.18M
Net Calls Change
+$7.53M

Top Buyers

1
FPA
First Pacific Advisors
California
$175M
2
FP
FPR Partners
California
$417M
3
SP
Stockbridge Partners
Massachusetts
$157M
4
MCM
Marcato Capital Management
California
$21.9M
5
Bank of America
Bank of America
North Carolina
$18.4M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
$3.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
ACM
AKRE Capital Management
Virginia
$29.8M
5
TCGI
Three Corner Global Investors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$239K – – –
BOS
127
Bingham Osborn & Scarborough
California
$235K – – –
HSBC Holdings
128
HSBC Holdings
United Kingdom
$230K +$37.4K +941 +19%
PCM
129
Prelude Capital Management
New York
$209K -$70.7K -1,778 -25%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$204K -$39.7K -997 -16%
FMT
131
First Mercantile Trust
Tennessee
$175K +$10.5K +264 +6%
Nordea Investment Management
132
Nordea Investment Management
Sweden
$138K +$63.8K +1,608 +86%
BlackRock
133
BlackRock
New York
$120K -$19.2K -482 -14%
MFBTD
134
MB Financial Bank - Trust Department
Illinois
$119K +$119K +3,000 New
CF
135
CenterStar Fund
Illinois
$113K -$262K – –
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$104K -$1.11K -28 -1%
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$96K +$96K +2,422 New
Canada Pension Plan Investment Board
138
Canada Pension Plan Investment Board
Ontario, Canada
$87K -$316K -8,000 -78%
WA
139
WFG Advisors
Texas
$85K -$10.6K -266 -11%
AIG
140
American International Group
New York
$83K +$6.73K +170 +9%
KIG
141
Kessler Investment Group
Indiana
$81K -$2.86K -72 -3%
GT
142
Glenmede Trust
Pennsylvania
$75K – – –
TRCT
143
Tower Research Capital (TRC)
New York
$68K +$24.1K +608 +55%
JFGIW
144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52K – – –
Barclays
145
Barclays
United Kingdom
$51K +$387 +10 +0.8%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$49.4K -$249K -6,271 -83%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$45K +$34.1K +862 +313%
FNBT
148
FineMark National Bank & Trust
Florida
$33K +$3.1K +77 +10%
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$30K +$353 +9 +1%
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$28K -$46.1K -1,167 -62%
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