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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.

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

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
William Blair & Company
2
William Blair & Company
Illinois
$119M
3
KKRC
3
Kohlberg Kravis Roberts & Co
New York
$0
4
PCM
4
Palestra Capital Management
New York
$0
5
American Century Companies
5
American Century Companies
Missouri
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
201
Secor Capital Advisors
New York
– -$278K -6,338 Closed
VAM
202
Visium Asset Management
New York
– -$244K -5,564 Closed
SG Americas Securities
203
SG Americas Securities
New York
– -$228K -5,192 Closed
AG
204
Aperio Group
California
– -$206K -4,689 Closed
SEC
205
Seven Eight Capital
New York
– -$136K -3,102 Closed
PHK
206
Point72 Hong Kong
Hong Kong
– -$29K -652 Closed
WCM
207
Wealthcare Capital Management
Virginia
– -$3K -57 Closed
Federated Hermes
208
Federated Hermes
Pennsylvania
– -$1K -10 Closed
5 6 7 8
9