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LPL Financial
LPLA

Overview Fund Activity

149 hedge funds and large institutions have $3.4B invested in LPL Financial in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+5
Holders Change %
+3.47%
% of All Funds
4.83%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.23%
New
24
Increased
73
Reduced
44
Closed
15
Calls
$616K
Puts
$1.07M
Net Calls
-$452K
Net Calls Change
-$490K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$73.4M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$71.4M
3
William Blair & Company
3
William Blair & Company
Illinois
$176M
4
JHIU
4
Janus Henderson Investors US
Colorado
$188M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$161M

Top Sellers

1
HF
1
Hellman & Friedman
California
$0
2
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$653M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$343M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.06M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$653M 17,048,864 -4,086,148 -19%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$343M 8,951,165 -364,895 -4%
FP
3
FPR Partners
California
$285M 7,432,026 +50,571 +0.7%
JHIU
4
Janus Henderson Investors US
Colorado
$188M 4,895,643 +1,153,877 +31%
William Blair & Company
5
William Blair & Company
Illinois
$176M 4,592,059 +1,590,449 +53%
Vanguard Group
6
Vanguard Group
Pennsylvania
$161M 4,197,148 +1,048,816 +33%
SP
7
Stockbridge Partners
Massachusetts
$115M 3,012,575 -7,076 -0.2%
FCIM
8
Fairview Capital Investment Management
California
$93M 2,428,724 +115,361 +5%
Citadel Advisors
9
Citadel Advisors
Florida
$86.9M 2,268,967 -61,419 -3%
Principal Financial Group
10
Principal Financial Group
Iowa
$85.5M 2,230,566 +41,954 +2%
VNIM
11
Vaughan Nelson Investment Management
Texas
$74.5M 1,944,500 +87,450 +5%
Artisan Partners
12
Artisan Partners
Wisconsin
$73.7M 1,924,711 -16,489 -0.8%
American Century Companies
13
American Century Companies
Missouri
$73.4M 1,915,061 +1,915,061 New
BBHC
14
Brown Brothers Harriman & Co
New York
$71.4M 1,864,500 +1,864,500 New
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$66.3M 1,730,985 +975,047 +129%
ACM
16
AKRE Capital Management
Virginia
$65.1M 1,700,000 – –
State Street
17
State Street
Massachusetts
$51.6M 1,347,014 +724,807 +116%
BIT
18
BlackRock Institutional Trust
California
$49M 1,278,052 +155,038 +14%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$45.1M 1,175,970 -8,220 -0.7%
RIM
20
RS Investment Management
California
$42.8M 1,117,706 -38,475 -3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$38.3M 1,000,000 +450,000 +82%
ACH
22
ArrowMark Colorado Holdings
Colorado
$30.2M 787,900 +787,900 New
HLA
23
Hamilton Lane Advisors
Pennsylvania
$28.6M 746,763 +460,603 +161%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$23.5M 614,571 +515,882 +523%
BFA
25
BlackRock Fund Advisors
California
$22.2M 580,714 +110,906 +24%
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