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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.

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 %
S
201
SignatureFD
Georgia
$1K – – –
Manulife (Manufacturers Life Insurance)
202
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$161 – – –
American Century Companies
203
American Century Companies
Missouri
– -$77.4M -1,646,087 Closed
RIM
204
RS Investment Management
California
– -$50.9M -1,082,581 Closed
SC
205
Samlyn Capital
New York
– -$10.2M -217,600 Closed
BP
206
Boston Provident
New Jersey
– -$5.72M -121,512 Closed
Lord, Abbett & Co
207
Lord, Abbett & Co
New Jersey
– -$3.55M -75,500 Closed
PI
208
PineBridge Investments
New York
– -$1.62M -34,415 Closed
PP
209
PDT Partners
New York
– -$1.47M -31,208 Closed
CII
210
CR Intrinsic Investors
Connecticut
– -$1.18M -25,000 Closed
ARTA
211
A.R.T. Advisors
New York
– -$708K -15,064 Closed
CC
212
Cipher Capital
New York
– -$325K -6,917 Closed
CIBC Asset Management
213
CIBC Asset Management
Ontario, Canada
– -$231K -4,905 Closed
CA
214
Commerzbank Aktiengesellschaft
Germany
– -$258K -4,826 Closed
V
215
Veritable
Delaware
– -$201K -4,272 Closed
Acadian Asset Management
216
Acadian Asset Management
Massachusetts
– -$105K -2,224 Closed
HF
217
Hoxton Financial
West Virginia
– -$22K -465 Closed
ASN
218
Advisory Services Network
Georgia
– -$4K -95 Closed
LWA
219
Lenox Wealth Advisors
New York
– -$2K -36 Closed
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
– -$1K -18 Closed
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