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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 %
TC
201
TFS Capital
Pennsylvania
– – -10,666 Closed
BJ
202
BlackRock Japan
Japan
– – -7,592 Closed
DTL
203
Dynamic Technology Lab
Singapore
– – -7,505 Closed
DFIM
204
Detwiler Fenton Investment Management
Massachusetts
– – -7,425 Closed
JG
205
Jefferies Group
New York
– – -7,399 Closed
PP
206
Paloma Partners
Connecticut
– – -7,359 Closed
Verition Fund Management
207
Verition Fund Management
Connecticut
– – -5,729 Closed
Comerica Bank
208
Comerica Bank
Texas
– – -5,612 Closed
KeyBank National Association
209
KeyBank National Association
Ohio
– – -4,998 Closed
MIU
210
Man Investments (UK)
United Kingdom
– – -4,683 Closed
VAM
211
Visium Asset Management
New York
– – -4,559 Closed
CG
212
Clinton Group
New York
– – -4,433 Closed
DC
213
Deere & Company
Illinois
– – -4,384 Closed
PI
214
Placemark Investments
Illinois
– – -4,086 Closed
Credit Agricole
215
Credit Agricole
France
– – -1,900 Closed
HMS
216
Hanseatic Management Services
New Mexico
– – -1,647 Closed
Group One Trading
217
Group One Trading
Illinois
– – -762 Closed
M&T Bank
218
M&T Bank
New York
– – -52 Closed
KCPG
219
Kavar Capital Partners Group
Kansas
– – -51 Closed
CAM
220
ClariVest Asset Management
California
– – -36 Closed
MF
221
Magnetar Financial
Illinois
– – – –
ST
222
Spot Trading
Illinois
– – – –
KTC
223
Kistler-Tiffany Companies
Pennsylvania
$0 4 +4 New
5 6 7 8
9