LPLA icon

LPL Financial
LPLA

Overview Fund Activity

145 hedge funds and large institutions have $2.12B invested in LPL Financial in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 34 closing their positions.

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
29
Increased
64
Reduced
42
Closed
34
Calls
$2.47M
Puts
$3.84M
Net Calls
-$1.37M
Net Calls Change
-$24.8M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$68.3M
2
FCIM
2
Fairview Capital Investment Management
California
$132M
3
SP
3
Stockbridge Partners
Massachusetts
$89.5M
4
CCP
4
Clarkston Capital Partners
Michigan
$74.6M
5
JHIU
5
Janus Henderson Investors US
Colorado
$146M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$133M
2
Franklin Resources
2
Franklin Resources
California
$2.52M
3
SC
3
Samlyn Capital
New York
$0
4
HS
4
HighVista Strategies
Massachusetts
$0
5
FPA
5
First Pacific Advisors
California
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$30K 1,350 +103 +8%
AIM
127
Acrospire Investment Management
Illinois
$29K 1,300 +1,300 New
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$23K 1,000 – –
MFS
129
MSI Financial Services
Massachusetts
$23K 1,022 +1,000 +4,545%
EA
130
Emerald Acquisition
Washington
$19K 852 +852 New
WP
131
WealthPLAN Partners
Nebraska
$14.9K 961 +961 New
CCA
132
Checchi Capital Advisers
California
$11K 497 -753 -60%
Creative Planning
133
Creative Planning
Kansas
$11K 471 +300 +175%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$10K 478 -68 -12%
Citigroup
135
Citigroup
New York
$7K 308 -384 -55%
SEI Investments
136
SEI Investments
Pennsylvania
$5K 224 -14 -6%
WA
137
WealthTrust-Arizona
Arizona
$5K 202 +2 +1%
DADC
138
D.A. Davidson & Co
Montana
$3K 140 -535 -79%
AG
139
Advisor Group
Arizona
$3K 233 +233 New
US Bancorp
140
US Bancorp
Minnesota
$2K 82 -22 -21%
KT
141
Kanaly Trust
Texas
$2K 103 -14 -12%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$1K 47 +47 New
AWE
143
Avidian Wealth Enterprises
Texas
$342 15,187 +15,187 New
SC
144
Samlyn Capital
New York
– – -317,200 Closed
HS
145
HighVista Strategies
Massachusetts
– – -310,974 Closed
Capital Fund Management (CFM)
146
Capital Fund Management (CFM)
France
– – -212,000 Closed
Fidelity Investments
147
Fidelity Investments
Massachusetts
– – -151,700 Closed
LCM
148
Laurion Capital Management
New York
– – -142,450 Closed
CB
149
Cooke & Bieler
Pennsylvania
– – -142,120 Closed
SCM
150
Stonerise Capital Management
California
– – -108,700 Closed
4 5
6
7 8