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LPL Financial
LPLA

Overview Fund Activity

180 hedge funds and large institutions have $4.56B invested in LPL Financial in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 40 closing their positions.

Holders
180
Holders Change
-22
Holders Change %
-10.89%
% of All Funds
5.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
18
Increased
76
Reduced
61
Closed
40
Calls
$1.63M
Puts
$1.55M
Net Calls
+$78K
Net Calls Change
+$1.62M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$63.6M
2
FP
2
FPR Partners
California
$389M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$384M
4
SP
4
Stockbridge Partners
Massachusetts
$155M
5
PCM
5
Palestra Capital Management
New York
$41.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$30.7M
3
Millennium Management
3
Millennium Management
New York
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$63.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
176
Private Trust Company
Ohio
$2K 43 – –
S
177
SignatureFD
Georgia
$2K 39 +21 +117%
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$1K 28 -11 -28%
RFS
179
Rockefeller Financial Services
New York
$1K 28 +28 New
AWCI
180
Alpine Woods Capital Investors
New York
$242 4,869 – –
Millennium Management
181
Millennium Management
New York
– – -514,216 Closed
Alyeska Investment Group
182
Alyeska Investment Group
Illinois
– – -410,165 Closed
PPCP
183
Pivot Point Capital Partners
California
– – -328,861 Closed
UOC
184
UBS O'Connor
Illinois
– – -213,142 Closed
TCGI
185
Three Corner Global Investors
New York
– – -152,900 Closed
O
186
OppenheimerFunds
New York
– – -124,250 Closed
CCS
187
Crosspoint Capital Strategies
California
– – -108,164 Closed
New York State Common Retirement Fund
188
New York State Common Retirement Fund
New York
– – -95,100 Closed
GACM
189
Green Arrow Capital Management
New York
– – -95,000 Closed
WC
190
Wexford Capital
Florida
– – -91,044 Closed
GEM
191
Global Endowment Management
North Carolina
– – -57,200 Closed
MAM
192
Martingale Asset Management
Massachusetts
– – -40,909 Closed
BIM
193
Bogle Investment Management
Massachusetts
– – -39,924 Closed
Macquarie Group
194
Macquarie Group
Australia
– – -37,313 Closed
SCA
195
SAC Capital Advisors
Connecticut
– – -33,829 Closed
Jacobs Levy Equity Management
196
Jacobs Levy Equity Management
New Jersey
– – -32,360 Closed
NCCM
197
Nine Chapters Capital Management
New Jersey
– – -18,100 Closed
B
198
Barings
North Carolina
– – -15,400 Closed
GMIM
199
General Motors Investment Management
New York
– – -14,845 Closed
PAM
200
Princeton Alpha Management
New Jersey
– – -13,934 Closed
5 6 7
8
9