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LPL Financial
LPLA

Overview Fund Activity

153 hedge funds and large institutions have $2.31B invested in LPL Financial in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 37 closing their positions.

Holders
153
Holders Change
-13
Holders Change %
-7.83%
% of All Funds
4.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
27
Increased
61
Reduced
49
Closed
37
Calls
$38.9M
Puts
$15.4M
Net Calls
+$23.5M
Net Calls Change
+$26.9M

Top Buyers

1
CCP
1
Clarkston Capital Partners
Michigan
$74.8M
2
FCIM
2
Fairview Capital Investment Management
California
$123M
3
DIG
3
Dragoneer Investment Group
California
$38.7M
4
Invesco
4
Invesco
Georgia
$103M
5
HCM
5
HMI Capital Management
California
$68.9M

Top Sellers

1
MCM
1
Marcato Capital Management
California
$0
2
American Century Companies
2
American Century Companies
Missouri
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$401K
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
176
HSBC Holdings
United Kingdom
– – -5,787 Closed
QIM
177
Quantitative Investment Management
Virginia
– – -5,300 Closed
AWCI
178
Alpine Woods Capital Investors
New York
– – -4,869 Closed
CIM
179
Calvert Investment Management
Maryland
– – -4,733 Closed
TRCT
180
Tower Research Capital (TRC)
New York
– – -2,192 Closed
Envestnet Asset Management
181
Envestnet Asset Management
Illinois
– – -1,754 Closed
MAM
182
Meeder Asset Management
Ohio
– – -1,047 Closed
JFGIW
183
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -425 Closed
FMII
184
Farmers & Merchants Investments Inc
Nebraska
– – -272 Closed
TWA
185
TCI Wealth Advisors
Arizona
– – -151 Closed
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
– – -144 Closed
ASN
187
Advisory Services Network
Georgia
– – -110 Closed
CFA
188
Carroll Financial Associates
North Carolina
– – -79 Closed
QI
189
QS Investors
New York
– – -6 Closed
Balyasny Asset Management
190
Balyasny Asset Management
Illinois
– – – –
TM
191
Thrax Management
New York
– – – –
CG
192
Cutler Group
California
– – – –
SC
193
Seawolf Capital
New York
– – – –
Group One Trading
194
Group One Trading
Illinois
– – – –
CF
195
CenterStar Fund
Illinois
– – – –
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$0 20 +3 +18%
4 5 6 7
8