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LPL Financial
LPLA

Overview Fund Activity

182 hedge funds and large institutions have $4.29B invested in LPL Financial in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 14 closing their positions.

Holders
182
Holders Change
+33
Holders Change %
+22.15%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
47
Increased
56
Reduced
68
Closed
14
Calls
$146K
Puts
$1.11M
Net Calls
-$959K
Net Calls Change
-$507K

Top Buyers

1
Invesco
1
Invesco
Georgia
$103M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$230M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$123M
4
BIT
4
BlackRock Institutional Trust
California
$84.7M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$22.6M

Top Sellers

1
HLA
1
Hamilton Lane Advisors
Pennsylvania
$3.14M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$394M
3
State Street
3
State Street
Massachusetts
$36.8M
4
California State Teachers Retirement System (CalSTRS)
4
California State Teachers Retirement System (CalSTRS)
California
$4.82M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$2K 39 – –
LWA
177
Lenox Wealth Advisors
New York
$2K 36 +36 New
PTC
178
Private Trust Company
Ohio
$2K 43 +43 New
KCPG
179
Kavar Capital Partners Group
Kansas
$2K 51 +51 New
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$1K 18 – –
S
181
SignatureFD
Georgia
$1K 18 – –
Manulife (Manufacturers Life Insurance)
182
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$144 3,057 -54 -2%
Renaissance Technologies
183
Renaissance Technologies
New York
– – -128,600 Closed
SO
184
STRS Ohio
Ohio
– – -43,950 Closed
Axa
185
Axa
France
– – -25,100 Closed
SOMRS
186
State of Michigan Retirement System
Michigan
– – -20,000 Closed
Luther King Capital Management (LKCM)
187
Luther King Capital Management (LKCM)
Texas
– – -14,900 Closed
TRSOTSOK
188
Teachers Retirement System of the State of Kentucky
Kentucky
– – -14,191 Closed
ZIM
189
Zacks Investment Management
Illinois
– – -11,339 Closed
IRS
190
Invictus RG (Singapore)
Singapore
– – -9,361 Closed
CAM
191
Capstone Asset Management
Texas
– – -6,751 Closed
WAM
192
World Asset Management
Michigan
– – -5,753 Closed
VKH
193
Virtu KCG Holdings
New York
– – -5,523 Closed
FCBT
194
First Citizens Bank & Trust
North Carolina
– – -5,335 Closed
PCM
195
Prelude Capital Management
New York
– – -3,550 Closed
Canada Pension Plan Investment Board
196
Canada Pension Plan Investment Board
Ontario, Canada
– – -100 Closed
PG
197
PEAK6 Group
Illinois
– – – –
Group One Trading
198
Group One Trading
Illinois
– – – –
4 5 6 7
8