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LPL Financial
LPLA

Overview Fund Activity

145 hedge funds and large institutions have $2.12B invested in LPL Financial in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 34 closing their positions.

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
29
Increased
64
Reduced
42
Closed
34
Calls
$2.47M
Puts
$3.84M
Net Calls
-$1.37M
Net Calls Change
-$24.8M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$68.3M
2
FCIM
2
Fairview Capital Investment Management
California
$132M
3
SP
3
Stockbridge Partners
Massachusetts
$89.5M
4
CCP
4
Clarkston Capital Partners
Michigan
$74.6M
5
JHIU
5
Janus Henderson Investors US
Colorado
$146M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$133M
2
Franklin Resources
2
Franklin Resources
California
$2.52M
3
SC
3
Samlyn Capital
New York
$0
4
HS
4
HighVista Strategies
Massachusetts
$0
5
FPA
5
First Pacific Advisors
California
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Holdings
151
Nomura Holdings
Japan
– – -80,896 Closed
Two Sigma Investments
152
Two Sigma Investments
New York
– – -70,342 Closed
CIP
153
Convergence Investment Partners
Florida
– – -52,381 Closed
TD Asset Management
154
TD Asset Management
Ontario, Canada
– – -50,000 Closed
GIA
155
Gargoyle Investment Advisor
New Jersey
– – -43,499 Closed
RQS
156
Ramsey Quantitative Systems
Kentucky
– – -37,231 Closed
CG
157
Clinton Group
New York
– – -31,342 Closed
PG
158
PEAK6 Group
Illinois
– – -29,594 Closed
Simplex Trading
159
Simplex Trading
Illinois
– – -27,744 Closed
PHS
160
Pekin Hardy Strauss
Illinois
– – -22,900 Closed
SC
161
Sculptor Capital
New York
– – -21,700 Closed
MF
162
Magnetar Financial
Illinois
– – -11,799 Closed
CC
163
Cipher Capital
New York
– – -9,990 Closed
Tudor Investment Corp
164
Tudor Investment Corp
Connecticut
– – -8,300 Closed
IRF
165
IBM Retirement Fund
New York
– – -8,265 Closed
VKH
166
Virtu KCG Holdings
New York
– – -8,168 Closed
SEC
167
Seven Eight Capital
New York
– – -5,914 Closed
SG Americas Securities
168
SG Americas Securities
New York
– – -4,738 Closed
MFBTD
169
MB Financial Bank - Trust Department
Illinois
– – -3,000 Closed
Canada Pension Plan Investment Board
170
Canada Pension Plan Investment Board
Ontario, Canada
– – -2,200 Closed
KIG
171
Kessler Investment Group
Indiana
– – -2,039 Closed
JIM
172
Jupiter Investment Management
United Kingdom
– – -610 Closed
DVM
173
Dreman Value Management
Florida
– – -294 Closed
DIA
174
Davidson Investment Advisors
Montana
– – -195 Closed
MFW
175
Mosaic Family Wealth
Missouri
– – -95 Closed
4 5 6
7
8