We are live on ! Find out more
LPLA icon

LPL Financial
LPLA

144 hedge funds and large institutions have $3.48B invested in LPL Financial in 2013 Q2 according to their latest regulatory filings, with 144 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $812K | Put options by funds: $774K

Holders
144
Holders Change
+144
Holders Change %
–
% of All Funds
4.7%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
% of All Funds
0.29%
New
144
Increased
–
Reduced
–
Closed
–
Calls
$812K
Puts
$774K
Net Calls
+$38K
Net Calls Change
+$38K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$798M +$756M +21,135,012 New
HF
2
Hellman & Friedman
California
$477M +$451M +12,622,129 New
Wellington Management Group
3
Wellington Management Group
Massachusetts
$352M +$333M +9,316,060 New
FP
4
FPR Partners
California
$279M +$264M +7,381,455 New
JHIU
5
Janus Henderson Investors US
Colorado
$141M +$134M +3,741,766 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$119M +$113M +3,148,332 New
SP
7
Stockbridge Partners
Massachusetts
$114M +$108M +3,019,651 New
William Blair & Company
8
William Blair & Company
Illinois
$113M +$107M +3,001,610 New
Citadel Advisors
9
Citadel Advisors
Florida
$88M +$83.3M +2,330,386 New
FCIM
10
Fairview Capital Investment Management
California
$87.4M +$82.7M +2,313,363 New
Principal Financial Group
11
Principal Financial Group
Iowa
$82.6M +$78.3M +2,188,612 New
Artisan Partners
12
Artisan Partners
Wisconsin
$73.3M +$69.4M +1,941,200 New
VNIM
13
Vaughan Nelson Investment Management
Texas
$70.1M +$66.4M +1,857,050 New
ACM
14
AKRE Capital Management
Virginia
$64.2M +$60.8M +1,700,000 New
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$44.7M +$42.3M +1,184,190 New
RIM
16
RS Investment Management
California
$43.7M +$41.3M +1,156,181 New
BIT
17
BlackRock Institutional Trust
California
$42.4M +$40.2M +1,123,014 New
AIM
18
Aster Investment Management
California
$39.6M +$37.5M +1,048,400 New
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$28.5M +$27M +755,938 New
State Street
20
State Street
Massachusetts
$23.5M +$22.2M +622,207 New
Norges Bank
21
Norges Bank
Norway
$21.9M +$20.8M +580,639 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$20.8M +$19.7M +550,000 New
PPCP
23
Pivot Point Capital Partners
California
$19.8M +$18.7M +523,783 New
BFA
24
BlackRock Fund Advisors
California
$17.7M +$16.8M +469,808 New
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$15.9M +$15M +420,538 New
1
2 3 4 5

LPLA Hedge Fund Activity: Q2 2013 in Review

144 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2013, worth a combined $3.48B.

Buyers outnumbered sellers: 144 funds opened new LPLA positions and 0 closed out — a net gain of 144 holders — while 0 added to existing stakes and 0 trimmed.

  • 144 institutional investors held LPL Financial (LPLA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.48B of LPL Financial stock for Q2 2013.
  • 144 funds opened new LPL Financial positions in Q2 2013 and 0 closed out, a net change of +144 holders.

Based on aggregated 13F filings for Q2 2013.