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LPL Financial

171 hedge funds and large institutions have $4.33B invested in LPL Financial in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 21 closing their positions.

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
4.56%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
31
Increased
67
Reduced
50
Closed
21
Calls
$224K
Puts
$211K
Net Calls
+$13K
Net Calls Change
+$562K
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$65K 1,506 -3,473 -70%
PAM
152
Panagora Asset Management
Massachusetts
$50K 1,150 -18,288 -94%
US Bancorp
153
US Bancorp
Minnesota
$37K 848 +8 +1%
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$35K 812 -5 -0.6%
FNBT
155
FineMark National Bank & Trust
Florida
$35K 800 +51 +7%
PHK
156
Point72 Hong Kong
Hong Kong
$29K 652 +652 New
CFG
157
CKW Financial Group
Hawaii
$26K 591 +217 +58%
RCG
158
Ruggie Capital Group
Florida
$16K 357 -111 -24%
WA
159
WealthTrust-Arizona
Arizona
$13K 290 -17 -6%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$12K 275 +275 New
Lazard Asset Management
161
Lazard Asset Management
New York
$12K 291 +291 New
BRWM
162
B. Riley Wealth Management
Tennessee
$8K 200
WP
163
WealthPLAN Partners
Nebraska
$6K 137 +137 New
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$4K 70 +20 +40%
ASN
165
Advisory Services Network
Georgia
$3K 75 +25 +50%
WCM
166
Wealthcare Capital Management
Virginia
$3K 57 +57 New
CIM
167
Cambria Investment Management
California
$2.1K 47,763 +2,379 +5%
Federated Hermes
168
Federated Hermes
Pennsylvania
$1K 10 -310 -97%
S
169
SignatureFD
Georgia
$1K 18
FPFS
170
First Personal Financial Services
North Carolina
$1K 22
Manulife (Manufacturers Life Insurance)
171
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$124 2,824
SC
172
Samlyn Capital
New York
-1,159,490 Closed
SC
173
Salzman & Co
New York
-562,785 Closed
MSA
174
Mason Street Advisors
Wisconsin
-523,392 Closed
Westfield Capital Management
175
Westfield Capital Management
Massachusetts
-341,875 Closed