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LPL Financial
LPLA

Overview Fund Activity

182 hedge funds and large institutions have $4.29B invested in LPL Financial in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+33
Holders Change %
+22.15%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
47
Increased
56
Reduced
68
Closed
14
Calls
$146K
Puts
$1.11M
Net Calls
-$959K
Net Calls Change
-$507K

Top Buyers

1
Invesco
Invesco
Georgia
$103M
2
Vanguard Group
Vanguard Group
Pennsylvania
$230M
3
Artisan Partners
Artisan Partners
Wisconsin
$123M
4
BIT
BlackRock Institutional Trust
California
$84.7M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22.6M

Top Sellers

1
HLA
Hamilton Lane Advisors
Pennsylvania
$3.14M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$394M
3
State Street
State Street
Massachusetts
$36.8M
4
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$4.82M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
151
Wilmington Trust
Delaware
$231K +$231K +4,906 New
AWCI
152
Alpine Woods Capital Investors
New York
$229K +$229K +4,869 New
FMT
153
First Mercantile Trust
Tennessee
$201K – – –
V
154
Veritable
Delaware
$201K +$201K +4,272 New
PI
155
Placemark Investments
Illinois
$200K +$200K +4,282 New
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$147K -$176K -3,748 -54%
Barclays
157
Barclays
United Kingdom
$116K +$8.87K +188 +8%
STC
158
SEI Trust Company
Pennsylvania
$113K -$13.6K -290 -11%
Acadian Asset Management
159
Acadian Asset Management
Massachusetts
$105K +$105K +2,224 New
GT
160
Glenmede Trust
Pennsylvania
$89K – – –
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$89K +$1.6K +34 +2%
U
162
UBS
Switzerland
$71K +$27.3K +574 +63%
TRCT
163
Tower Research Capital (TRC)
New York
$64K +$59.9K +1,264 +1,470%
Ameriprise
164
Ameriprise
Minnesota
$60K -$22.9K -480 -28%
AIG
165
American International Group
New York
$57.7K -$31K -659 -35%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$56K +$56K +1,195 New
Royal Bank of Canada
167
Royal Bank of Canada
Ontario, Canada
$50K -$280K -5,951 -85%
US Bancorp
168
US Bancorp
Minnesota
$38K +$7.59K +162 +25%
LTFS
169
Ladenburg Thalmann Financial Services
Florida
$27K +$2.98K +62 +12%
CFG
170
CKW Financial Group
Hawaii
$25K +$25K +531 New
HF
171
Hoxton Financial
West Virginia
$22K +$5.91K +125 +37%
DIA
172
Denver Investment Advisors
Colorado
$5.94K +$5.94K +126,280 New
LNB
173
Ledyard National Bank
$4K +$4K +77 New
ASN
174
Advisory Services Network
Georgia
$4K +$4K +95 New
CAM
175
ClariVest Asset Management
California
$3K +$3K +66 New
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