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LPL Financial
LPLA

Overview Fund Activity

182 hedge funds and large institutions have $4.29B invested in LPL Financial in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 14 closing their positions.

Holders
182
Holders Change
+33
Holders Change %
+22.15%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
47
Increased
56
Reduced
68
Closed
14
Calls
$146K
Puts
$1.11M
Net Calls
-$959K
Net Calls Change
-$507K

Top Buyers

1
Invesco
1
Invesco
Georgia
$103M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$230M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$123M
4
BIT
4
BlackRock Institutional Trust
California
$84.7M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$22.6M

Top Sellers

1
HLA
1
Hamilton Lane Advisors
Pennsylvania
$3.14M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$394M
3
State Street
3
State Street
Massachusetts
$36.8M
4
California State Teachers Retirement System (CalSTRS)
4
California State Teachers Retirement System (CalSTRS)
California
$4.82M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$786M 16,710,185 -338,679 -2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$394M 8,367,705 -583,460 -7%
FP
3
FPR Partners
California
$360M 7,660,702 +228,676 +3%
JHIU
4
Janus Henderson Investors US
Colorado
$247M 5,256,755 +361,112 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$230M 4,893,670 +696,522 +17%
William Blair & Company
6
William Blair & Company
Illinois
$214M 4,547,882 -44,177 -1%
SP
7
Stockbridge Partners
Massachusetts
$142M 3,012,575 – –
Artisan Partners
8
Artisan Partners
Wisconsin
$123M 2,619,855 +695,144 +36%
FCIM
9
Fairview Capital Investment Management
California
$114M 2,423,124 -5,600 -0.2%
Principal Financial Group
10
Principal Financial Group
Iowa
$104M 2,205,988 -24,578 -1%
Invesco
11
Invesco
Georgia
$103M 2,187,263 +2,154,003 +6,476%
Citadel Advisors
12
Citadel Advisors
Florida
$101M 2,155,136 -113,831 -5%
BBHC
13
Brown Brothers Harriman & Co
New York
$94.1M 2,000,000 +135,500 +7%
VNIM
14
Vaughan Nelson Investment Management
Texas
$86.6M 1,840,525 -103,975 -5%
BIT
15
BlackRock Institutional Trust
California
$84.7M 1,800,631 +522,579 +41%
ACM
16
AKRE Capital Management
Virginia
$80.7M 1,715,000 +15,000 +0.9%
American Century Companies
17
American Century Companies
Missouri
$77.4M 1,646,087 -268,974 -14%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$65.8M 1,399,890 -331,095 -19%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$54.8M 1,164,160 -11,810 -1%
RIM
20
RS Investment Management
California
$50.9M 1,082,581 -35,125 -3%
ACH
21
ArrowMark Colorado Holdings
Colorado
$42.3M 898,489 +110,589 +14%
State Street
22
State Street
Massachusetts
$36.8M 782,071 -564,943 -42%
BFA
23
BlackRock Fund Advisors
California
$31.1M 661,167 +80,453 +14%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$28.7M 610,047 +226,157 +59%
MSA
25
Mason Street Advisors
Wisconsin
$26.7M 567,121 +41,621 +8%
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