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LPL Financial
LPLA

Overview Fund Activity

180 hedge funds and large institutions have $4.56B invested in LPL Financial in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 40 closing their positions.

Holders
180
Holders Change
-22
Holders Change %
-10.89%
% of All Funds
5.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
18
Increased
76
Reduced
61
Closed
40
Calls
$1.63M
Puts
$1.55M
Net Calls
+$78K
Net Calls Change
+$1.62M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$63.6M
2
FP
2
FPR Partners
California
$389M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$384M
4
SP
4
Stockbridge Partners
Massachusetts
$155M
5
PCM
5
Palestra Capital Management
New York
$41.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$30.7M
3
Millennium Management
3
Millennium Management
New York
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$63.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
151
Fuller & Thaler Asset Management
California
$179K 3,600 – –
SG Americas Securities
152
SG Americas Securities
New York
$167K 3,350 -6,816 -67%
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$150K 3,007 -50 -2%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$149K 2,993 – –
SEC
155
Seven Eight Capital
New York
$144K 2,900 +2,900 New
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$143K 2,871 +1,103 +62%
Legal & General Group
157
Legal & General Group
United Kingdom
$136K 2,735 +2,036 +291%
GT
158
Glenmede Trust
Pennsylvania
$98K 2,002 – –
AIG
159
American International Group
New York
$78.5K 1,578 +351 +29%
IRS
160
Invictus RG (Singapore)
Singapore
$71K 1,434 +1,434 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$66K 1,321 +188 +17%
Ameriprise
162
Ameriprise
Minnesota
$55K 1,100 +129 +13%
WA
163
WFG Advisors
Texas
$40K 808 +808 New
CFG
164
CKW Financial Group
Hawaii
$25K 507 +133 +36%
FNBT
165
FineMark National Bank & Trust
Florida
$25K 501 +501 New
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$24K 475 -72 -13%
ST
167
SpiderRock Trading
Illinois
– – – –
US Bancorp
168
US Bancorp
Minnesota
$15K 295 -194 -40%
WA
169
WealthTrust-Arizona
Arizona
$11K 227 +227 New
BRWM
170
B. Riley Wealth Management
Tennessee
$9K 200 – –
HIM
171
Hillsdale Investment Management
Ontario, Canada
$5K 100 -4,700 -98%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$4.03K 81 -4,802 -98%
TWA
173
TCI Wealth Advisors
Arizona
$4K 79 -41 -34%
LNB
174
Ledyard National Bank
$4K 77 – –
EFSCE
175
Enterprise Financial Services Corp (EFSC)
Missouri
$4K 85 – –
5 6
7
8 9