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LPL Financial
LPLA

Overview Fund Activity

202 hedge funds and large institutions have $4.78B invested in LPL Financial in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 46 increasing their positions, 96 reducing their positions, and 18 closing their positions.

Holders
202
Holders Change
+20
Holders Change %
+10.99%
% of All Funds
5.84%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
40
Increased
46
Reduced
96
Closed
18
Calls
$1.2M
Puts
$2.74M
Net Calls
-$1.54M
Net Calls Change
-$580K

Top Buyers

1
LPC
1
Lone Pine Capital
Connecticut
$448M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$344M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$74.9M
4
Millennium Management
4
Millennium Management
New York
$27M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$160M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$677M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.92M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$361M
4
American Century Companies
4
American Century Companies
Missouri
$0
5
William Blair & Company
5
William Blair & Company
Illinois
$167M
Name Market Value Shares Shares
Change 		Shares
Change %
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$677M 12,887,109 -3,823,076 -23%
LPC
2
Lone Pine Capital
Connecticut
$448M 8,518,366 +8,518,366 New
Wellington Management Group
3
Wellington Management Group
Massachusetts
$361M 6,876,827 -1,490,878 -18%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$344M 6,556,396 +5,156,506 +368%
FP
5
FPR Partners
California
$343M 6,532,848 -1,127,854 -15%
JHIU
6
Janus Henderson Investors US
Colorado
$264M 5,022,993 -233,762 -4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$240M 4,561,771 -331,899 -7%
William Blair & Company
8
William Blair & Company
Illinois
$167M 3,170,131 -1,377,751 -30%
Artisan Partners
9
Artisan Partners
Wisconsin
$160M 3,048,014 +428,159 +16%
FCIM
10
Fairview Capital Investment Management
California
$127M 2,420,024 -3,100 -0.1%
Invesco
11
Invesco
Georgia
$124M 2,355,322 +168,059 +8%
SP
12
Stockbridge Partners
Massachusetts
$117M 2,219,796 -792,779 -26%
BBHC
13
Brown Brothers Harriman & Co
New York
$105M 2,000,000 – –
BIT
14
BlackRock Institutional Trust
California
$94.4M 1,796,059 -4,572 -0.3%
Principal Financial Group
15
Principal Financial Group
Iowa
$92.5M 1,759,731 -446,257 -20%
ACM
16
AKRE Capital Management
Virginia
$90.1M 1,715,000 – –
VNIM
17
Vaughan Nelson Investment Management
Texas
$76.1M 1,449,325 -391,200 -21%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$74.9M 1,426,200 +926,200 +185%
State Street
19
State Street
Massachusetts
$43.6M 829,131 +47,060 +6%
ACH
20
ArrowMark Colorado Holdings
Colorado
$42.7M 811,762 -86,727 -10%
BFA
21
BlackRock Fund Advisors
California
$34.5M 655,974 -5,193 -0.8%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$31.7M 604,010 -560,150 -48%
Norges Bank
23
Norges Bank
Norway
$28M 532,275 – –
Millennium Management
24
Millennium Management
New York
$27M 514,216 +453,620 +749%
Goldman Sachs
25
Goldman Sachs
New York
$25.9M 493,185 +214,441 +77%
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