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LPL Financial
LPLA

Overview Fund Activity

175 hedge funds and large institutions have $4.18B invested in LPL Financial in 2014 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 26 closing their positions.

Holders
175
Holders Change
-5
Holders Change %
-2.78%
% of All Funds
5.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
23
Increased
65
Reduced
67
Closed
26
Calls
$695K
Puts
$668K
Net Calls
+$27K
Net Calls Change
-$51K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$29.9M
2
American Century Companies
2
American Century Companies
Missouri
$86.5M
3
FCIM
3
Fairview Capital Investment Management
California
$141M
4
Millennium Management
4
Millennium Management
New York
$14.8M
5
TAM
5
Toscafund Asset Management
United Kingdom
$12M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$58.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$320K
3
Norges Bank
3
Norges Bank
Norway
$24.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$113M
5
SP
5
Stockbridge Partners
Massachusetts
$124M
Name Market Value Shares Shares
Change 		Shares
Change %
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$593M 12,887,109 – –
LPC
2
Lone Pine Capital
Connecticut
$392M 8,518,366 – –
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$361M 7,846,308 +124,004 +2%
FP
4
FPR Partners
California
$360M 7,811,348 – –
JHIU
5
Janus Henderson Investors US
Colorado
$233M 5,069,646 -200,847 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$219M 4,764,690 +114,887 +2%
William Blair & Company
7
William Blair & Company
Illinois
$177M 3,850,489 -9,201 -0.2%
FCIM
8
Fairview Capital Investment Management
California
$141M 3,063,624 +580,800 +23%
SP
9
Stockbridge Partners
Massachusetts
$124M 2,694,732 -429,661 -14%
Invesco
10
Invesco
Georgia
$114M 2,475,298 -10,480 -0.4%
Artisan Partners
11
Artisan Partners
Wisconsin
$113M 2,443,188 -527,520 -18%
BBHC
12
Brown Brothers Harriman & Co
New York
$101M 2,200,000 – –
BIT
13
BlackRock Institutional Trust
California
$88.8M 1,929,400 -30,170 -2%
VNIM
14
Vaughan Nelson Investment Management
Texas
$88.3M 1,918,450 +59,500 +3%
American Century Companies
15
American Century Companies
Missouri
$86.5M 1,877,896 +598,944 +47%
ACM
16
AKRE Capital Management
Virginia
$79M 1,715,000 – –
Wellington Management Group
17
Wellington Management Group
Massachusetts
$58.5M 1,270,923 -756,554 -37%
Principal Financial Group
18
Principal Financial Group
Iowa
$57.3M 1,243,334 -33,273 -3%
ACH
19
ArrowMark Colorado Holdings
Colorado
$57.2M 1,242,911 +224,149 +22%
State Street
20
State Street
Massachusetts
$49.1M 1,065,258 +29,184 +3%
BFA
21
BlackRock Fund Advisors
California
$39M 846,890 +53,139 +7%
PCM
22
Palestra Capital Management
New York
$36.4M 791,161 -46,239 -6%
Citadel Advisors
23
Citadel Advisors
Florida
$29.9M 648,324 +641,435 +9,311%
HCM
24
HMI Capital Management
California
$29.2M 635,000 +105,000 +20%
SC
25
Salzman & Co
New York
$25.5M 554,817 +27,060 +5%
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