LPL Financial
LPLA
181 hedge funds and large institutions have $4.39B invested in LPL Financial in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 14 closing their positions.
229% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 14
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
29% more capital invested
Capital invested by funds: $3.4B → $4.39B (+$988M)
21% more funds holding
Funds holding: 149 → 181 (+32)
18% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 68
87% less call options, than puts
Call options by funds: $146K | Put options by funds: $1.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$90.4M |
| 2 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$89.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.2M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$29.2M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HLA
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
-$28.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$24.5M |
| 3 |
State Street
Boston,
Massachusetts
|
-$23.7M |
| 4 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$21.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$21M |
LPLA Hedge Fund Activity: Q4 2013 in Review
181 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q4 2013, worth a combined $4.39B — up 29% from $3.4B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new LPLA positions and 14 closed out — a net gain of 32 holders — while 56 added to existing stakes and 68 trimmed.
The largest buyer was Invesco, adding an estimated $90.4M. The largest seller was Hamilton Lane Advisors, cutting an estimated $28.5M.
- 181 institutional investors held LPL Financial (LPLA) as of Q4 2013, up from 149 in Q3 2013.
- Funds reported $4.39B of LPL Financial stock for Q4 2013, up 29% quarter-over-quarter.
- 46 funds opened new LPL Financial positions in Q4 2013 and 14 closed out, a net change of +32 holders.
- The largest LPL Financial buyer in Q4 2013 was Invesco, an estimated $90.4M added.
- The largest LPL Financial seller in Q4 2013 was Hamilton Lane Advisors, an estimated $28.5M sold.
Based on aggregated 13F filings for Q4 2013.