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LPL Financial
LPLA

Overview Fund Activity

175 hedge funds and large institutions have $4.18B invested in LPL Financial in 2014 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 26 closing their positions.

Holders
175
Holders Change
-5
Holders Change %
-2.78%
% of All Funds
5.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
23
Increased
65
Reduced
67
Closed
26
Calls
$695K
Puts
$668K
Net Calls
+$27K
Net Calls Change
-$51K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$29.9M
2
American Century Companies
2
American Century Companies
Missouri
$86.5M
3
FCIM
3
Fairview Capital Investment Management
California
$141M
4
Millennium Management
4
Millennium Management
New York
$14.8M
5
TAM
5
Toscafund Asset Management
United Kingdom
$12M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$58.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$320K
3
Norges Bank
3
Norges Bank
Norway
$24.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$113M
5
SP
5
Stockbridge Partners
Massachusetts
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
KTC
201
Kistler-Tiffany Companies
Pennsylvania
– – -4 Closed
ST
202
Spot Trading
Illinois
– – – –
ST
203
SpiderRock Trading
Illinois
– – – –
Group One Trading
204
Group One Trading
Illinois
– – – –
5 6 7 8
9