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LPL Financial
LPLA

Overview Fund Activity

202 hedge funds and large institutions have $4.78B invested in LPL Financial in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 46 increasing their positions, 96 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+20
Holders Change %
+10.99%
% of All Funds
5.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
40
Increased
46
Reduced
96
Closed
18
Calls
$1.2M
Puts
$2.74M
Net Calls
-$1.54M
Net Calls Change
-$580K

Top Buyers

1
LPC
1
Lone Pine Capital
Connecticut
$448M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$344M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$74.9M
4
Millennium Management
4
Millennium Management
New York
$27M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$160M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$677M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.92M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$361M
4
American Century Companies
4
American Century Companies
Missouri
$0
5
William Blair & Company
5
William Blair & Company
Illinois
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
176
Teacher Retirement System of Texas
Texas
$157K -$7.45K -142 -5%
TRCT
177
Tower Research Capital (TRC)
New York
$125K +$54.1K +1,029 +76%
GT
178
Glenmede Trust
Pennsylvania
$104K +$4.94K +95 +5%
Barclays
179
Barclays
United Kingdom
$100K -$28.3K -543 -22%
Credit Agricole
180
Credit Agricole
France
$100K +$100K +1,900 New
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$93K -$6.47K -123 -7%
PG
182
PEAK6 Group
Illinois
$69K +$69K +1,304 New
AIG
183
American International Group
New York
$64.5K – – –
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$60K -$3.28K -62 -5%
Ameriprise
185
Ameriprise
Minnesota
$51K -$15.2K -289 -23%
Group One Trading
186
Group One Trading
Illinois
$40K +$40K +762 New
Legal & General Group
187
Legal & General Group
United Kingdom
$37K +$37K +699 New
HMS
188
Hanseatic Management Services
New Mexico
$31.4K +$31.4K +1,647 New
LTFS
189
Ladenburg Thalmann Financial Services
Florida
$29K -$795 -15 -3%
US Bancorp
190
US Bancorp
Minnesota
$26K -$17.1K -322 -40%
CFG
191
CKW Financial Group
Hawaii
$20K -$8.4K -157 -30%
BRWM
192
B. Riley Wealth Management
Tennessee
$11K +$11K +200 New
TWA
193
TCI Wealth Advisors
Arizona
$6K +$6K +120 New
LNB
194
Ledyard National Bank
$4K – – –
EFSCE
195
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$4K +85 New
M&T Bank
196
M&T Bank
New York
$3K +$3K +52 New
CAM
197
ClariVest Asset Management
California
$2K -$1.67K -30 -45%
Envestnet Asset Management
198
Envestnet Asset Management
Illinois
$2K – – –
KCPG
199
Kavar Capital Partners Group
Kansas
$2K – – –
PTC
200
Private Trust Company
Ohio
$2K – – –
5 6 7
8
9