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LPL Financial
LPLA

Overview Fund Activity

175 hedge funds and large institutions have $4.18B invested in LPL Financial in 2014 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 26 closing their positions.

Holders
175
Holders Change
-5
Holders Change %
-2.78%
% of All Funds
5.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
23
Increased
65
Reduced
67
Closed
26
Calls
$695K
Puts
$668K
Net Calls
+$27K
Net Calls Change
-$51K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$29.9M
2
American Century Companies
2
American Century Companies
Missouri
$86.5M
3
FCIM
3
Fairview Capital Investment Management
California
$141M
4
Millennium Management
4
Millennium Management
New York
$14.8M
5
TAM
5
Toscafund Asset Management
United Kingdom
$12M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$58.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$320K
3
Norges Bank
3
Norges Bank
Norway
$24.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$113M
5
SP
5
Stockbridge Partners
Massachusetts
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$133K 2,894 -99 -3%
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$131K 2,844 -27 -0.9%
Legal & General Group
153
Legal & General Group
United Kingdom
$126K 2,735 – –
QT
154
Quantbot Technologies
New York
$107K 2,336 -4,958 -68%
WA
155
WFG Advisors
Texas
$96K 2,094 +1,286 +159%
GT
156
Glenmede Trust
Pennsylvania
$91K 2,002 – –
AIG
157
American International Group
New York
$75.4K 1,637 +59 +4%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$69K 1,509 +188 +14%
Ameriprise
159
Ameriprise
Minnesota
$61K 1,328 +228 +21%
US Bancorp
160
US Bancorp
Minnesota
$53K 1,147 +852 +289%
PCM
161
Prelude Capital Management
New York
$51K 1,110 +1,110 New
FNBT
162
FineMark National Bank & Trust
Florida
$44K 946 +445 +89%
CFG
163
CKW Financial Group
Hawaii
$30K 656 +149 +29%
LTFS
164
Ladenburg Thalmann Financial Services
Florida
$21K 455 -20 -4%
WA
165
WealthTrust-Arizona
Arizona
$17K 366 +139 +61%
TRCT
166
Tower Research Capital (TRC)
New York
$12K 261 -14,224 -98%
BRWM
167
B. Riley Wealth Management
Tennessee
$9K 200 – –
IRS
168
Invictus RG (Singapore)
Singapore
$8K 180 -1,254 -87%
LNB
169
Ledyard National Bank
$4K 77 – –
TWA
170
TCI Wealth Advisors
Arizona
$4K 79 – –
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
$2K 44 +16 +57%
S
172
SignatureFD
Georgia
$1K 18 -21 -54%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$1K 15 +15 New
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$1K 18 +18 New
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$137 2,984 -23 -0.8%
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7
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