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LPL Financial
LPLA

Overview Fund Activity

153 hedge funds and large institutions have $2.31B invested in LPL Financial in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 37 closing their positions.

Holders
153
Holders Change
-13
Holders Change %
-7.83%
% of All Funds
4.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
27
Increased
61
Reduced
49
Closed
37
Calls
$38.9M
Puts
$15.4M
Net Calls
+$23.5M
Net Calls Change
+$26.9M

Top Buyers

1
CCP
1
Clarkston Capital Partners
Michigan
$74.8M
2
FCIM
2
Fairview Capital Investment Management
California
$123M
3
DIG
3
Dragoneer Investment Group
California
$38.7M
4
Invesco
4
Invesco
Georgia
$103M
5
HCM
5
HMI Capital Management
California
$68.9M

Top Sellers

1
MCM
1
Marcato Capital Management
California
$0
2
American Century Companies
2
American Century Companies
Missouri
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$401K
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
151
MSI Financial Services
Massachusetts
$1K – – –
VCM
152
Versant Capital Management
Arizona
$1K +$1K +75 New
MCM
153
Marcato Capital Management
California
– -$258M -6,046,856 Closed
American Century Companies
154
American Century Companies
Missouri
– -$75.7M -1,773,857 Closed
William Blair Investment Management
155
William Blair Investment Management
Illinois
– -$69.6M -1,632,946 Closed
CPM
156
Crescent Park Management
California
– -$30.3M -710,168 Closed
TIM
157
Thornburg Investment Management
New Mexico
– -$13.7M -322,133 Closed
1M
158
13D Management
New York
– -$9.75M -228,548 Closed
BTW
159
Boston Trust Walden
Massachusetts
– -$9.27M -217,256 Closed
WBC
160
Westpac Banking Corp
Australia
– -$5.09M -119,333 Closed
CI
161
Cowen Inc
New York
– -$5.09M -119,333 Closed
PCM
162
Penn Capital Management
Pennsylvania
– -$4.76M -111,607 Closed
NFA
163
Nationwide Fund Advisors
Ohio
– -$3.5M -82,059 Closed
KA
164
Kerrisdale Advisers
Florida
– -$3.24M -76,063 Closed
William Blair & Company
165
William Blair & Company
Illinois
– -$2.94M -68,989 Closed
NIT
166
NumerixS Investment Technologies
British Columbia, Canada
– -$776K -18,200 Closed
QC
167
Quadrature Capital
United Kingdom
– -$702K -16,459 Closed
GC
168
Guggenheim Capital
Illinois
– -$616K -14,438 Closed
Jane Street
169
Jane Street
New York
– -$454K -10,654 Closed
PP
170
Paloma Partners
Connecticut
– -$418K -9,800 Closed
NMIMC
171
Northwestern Mutual Investment Management Company
Wisconsin
– -$415K -9,733 Closed
M&T Bank
172
M&T Bank
New York
– -$357K -8,350 Closed
Squarepoint
173
Squarepoint
New York
– -$286K -6,700 Closed
Walleye Trading
174
Walleye Trading
New York
– -$266K -6,228 Closed
BCM
175
BlueCrest Capital Management
Jersey
– -$251K -5,886 Closed
4 5 6
7
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