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LPL Financial
LPLA

Overview Fund Activity

162 hedge funds and large institutions have $4.12B invested in LPL Financial in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 37 closing their positions.

Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
4.32%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.29%
New
26
Increased
66
Reduced
54
Closed
37
Calls
$63K
Puts
$612K
Net Calls
-$549K
Net Calls Change
-$576K

Top Buyers

1
SA
1
SPO Advisory
California
$246M
2
Citadel Advisors
2
Citadel Advisors
Florida
$108M
3
Franklin Resources
3
Franklin Resources
California
$62.8M
4
SC
4
Samlyn Capital
New York
$51.7M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$379M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Principal Financial Group
3
Principal Financial Group
Iowa
$0
4
GC
4
Guggenheim Capital
Illinois
$1.78M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$574M 12,887,109 – –
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$379M 8,515,217 +668,909 +9%
FP
3
FPR Partners
California
$363M 8,142,862 +331,514 +4%
SA
4
SPO Advisory
California
$246M 5,526,900 +5,526,900 New
JHIU
5
Janus Henderson Investors US
Colorado
$242M 5,437,030 +367,384 +7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$216M 4,853,243 +88,553 +2%
William Blair & Company
7
William Blair & Company
Illinois
$189M 4,245,065 +394,576 +10%
FCIM
8
Fairview Capital Investment Management
California
$152M 3,413,624 +350,000 +11%
SP
9
Stockbridge Partners
Massachusetts
$123M 2,760,190 +65,458 +2%
Invesco
10
Invesco
Georgia
$120M 2,692,369 +217,071 +9%
American Century Companies
11
American Century Companies
Missouri
$112M 2,514,672 +636,776 +34%
Citadel Advisors
12
Citadel Advisors
Florida
$108M 2,414,873 +1,766,549 +272%
BBHC
13
Brown Brothers Harriman & Co
New York
$103M 2,312,700 +112,700 +5%
BIT
14
BlackRock Institutional Trust
California
$86.2M 1,934,198 +4,798 +0.2%
VNIM
15
Vaughan Nelson Investment Management
Texas
$82.4M 1,850,700 -67,750 -4%
ACH
16
ArrowMark Colorado Holdings
Colorado
$77.9M 1,749,460 +506,549 +41%
ACM
17
AKRE Capital Management
Virginia
$76.4M 1,715,000 – –
Franklin Resources
18
Franklin Resources
California
$62.8M 1,409,190 +1,409,190 New
PCM
19
Palestra Capital Management
New York
$57.9M 1,300,161 +509,000 +64%
SC
20
Samlyn Capital
New York
$51.7M 1,159,490 +1,159,490 New
State Street
21
State Street
Massachusetts
$47.3M 1,060,651 -4,607 -0.4%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$44M 988,616 -282,307 -22%
BFA
23
BlackRock Fund Advisors
California
$42.7M 957,577 +110,687 +13%
HCM
24
HMI Capital Management
California
$39.6M 887,941 +252,941 +40%
TAM
25
Toscafund Asset Management
United Kingdom
$33.2M 745,000 +485,000 +187%
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