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LPL Financial
LPLA

Overview Fund Activity

178 hedge funds and large institutions have $4.93B invested in LPL Financial in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
4.8%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
36
Increased
64
Reduced
61
Closed
29
Calls
$2.73M
Puts
$3.08M
Net Calls
-$350K
Net Calls Change
-$363K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$175M
2
SA
SPO Advisory
California
$408M
3
FPA
First Pacific Advisors
California
$124M
4
Citigroup
Citigroup
New York
$96M
5
Principal Financial Group
Principal Financial Group
Iowa
$107M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
$0
2
William Blair & Company
William Blair & Company
Illinois
$119M
3
KKRC
Kohlberg Kravis Roberts & Co
New York
$0
4
PCM
Palestra Capital Management
New York
$0
5
American Century Companies
American Century Companies
Missouri
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$1K -$1.69K -44 -63%
S
177
SignatureFD
Georgia
$1K – – –
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$1K +$1K +17 New
Manulife (Manufacturers Life Insurance)
179
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$125 -$7 -141 -5%
Nomura Holdings
180
Nomura Holdings
Japan
– -$92.8M -2,092,981 Closed
KKRC
181
Kohlberg Kravis Roberts & Co
New York
– -$59M -1,344,203 Closed
PCM
182
Palestra Capital Management
New York
– -$49.9M -1,136,861 Closed
TAM
183
Toscafund Asset Management
United Kingdom
– -$28.1M -640,000 Closed
CC
184
Clearline Capital
New York
– -$13.2M -300,469 Closed
SBH
185
Segall Bryant & Hamill
Illinois
– -$10.1M -230,426 Closed
FAM
186
Fred Alger Management
New York
– -$4.92M -112,261 Closed
Millennium Management
187
Millennium Management
New York
– -$2.79M -63,705 Closed
N
188
Natixis
France
– -$2.28M -52,000 Closed
CCM
189
Cobalt Capital Management
New Jersey
– -$1.62M -37,000 Closed
GCP
190
GSA Capital Partners
United Kingdom
– -$1.47M -33,517 Closed
SFP
191
Santa Fe Partners
New Mexico
– -$995K -22,693 Closed
VKH
192
Virtu KCG Holdings
New York
– -$842K -19,192 Closed
IP
193
Interval Partners
New York
– -$789K -18,000 Closed
CCM
194
Cadence Capital Management
Massachusetts
– -$654K -14,913 Closed
AL
195
Airain Ltd
Guernsey
– -$602K -13,724 Closed
R
196
RQSI
Bahamas
– -$459K -10,468 Closed
CC
197
Cipher Capital
New York
– -$454K -10,350 Closed
CSS
198
Cubist Systematic Strategies
Connecticut
– -$400K -9,125 Closed
ARTA
199
A.R.T. Advisors
New York
– -$343K -7,826 Closed
MCM
200
MAI Capital Management
Ohio
– -$307K -7,000 Closed
5 6 7
8
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