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LPL Financial
LPLA

Overview Fund Activity

171 hedge funds and large institutions have $4.33B invested in LPL Financial in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 21 closing their positions.

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
4.56%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
31
Increased
67
Reduced
50
Closed
21
Calls
$224K
Puts
$211K
Net Calls
+$13K
Net Calls Change
+$562K

Top Buyers

1
Nomura Holdings
1
Nomura Holdings
Japan
$92.8M
2
Invesco
2
Invesco
Georgia
$194M
3
FP
3
FPR Partners
California
$418M
4
KKRC
4
Kohlberg Kravis Roberts & Co
New York
$59M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$41.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$46.1M
2
SC
2
Samlyn Capital
New York
$0
3
SC
3
Salzman & Co
New York
$0
4
MSA
4
Mason Street Advisors
Wisconsin
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$353M
Name Market Value Shares Shares
Change 		Shares
Change %
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$565M 12,887,109 – –
FP
2
FPR Partners
California
$418M 9,533,976 +1,391,114 +17%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$353M 8,050,762 -464,455 -5%
JHIU
4
Janus Henderson Investors US
Colorado
$272M 6,198,860 +761,830 +14%
SA
5
SPO Advisory
California
$257M 5,866,200 +339,300 +6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$223M 5,075,305 +222,062 +5%
William Blair & Company
7
William Blair & Company
Illinois
$196M 4,472,884 +227,819 +5%
Invesco
8
Invesco
Georgia
$194M 4,419,505 +1,727,136 +64%
SP
9
Stockbridge Partners
Massachusetts
$158M 3,594,013 +833,823 +30%
FCIM
10
Fairview Capital Investment Management
California
$150M 3,417,424 +3,800 +0.1%
American Century Companies
11
American Century Companies
Missouri
$128M 2,915,485 +400,813 +16%
BBHC
12
Brown Brothers Harriman & Co
New York
$102M 2,327,450 +14,750 +0.6%
Nomura Holdings
13
Nomura Holdings
Japan
$92.8M 2,092,981 +2,083,698 +22,446%
BIT
14
BlackRock Institutional Trust
California
$87M 1,983,903 +49,705 +3%
ACH
15
ArrowMark Colorado Holdings
Colorado
$77.1M 1,757,467 +8,007 +0.5%
VNIM
16
Vaughan Nelson Investment Management
Texas
$73.4M 1,673,800 -176,900 -10%
ACM
17
AKRE Capital Management
Virginia
$64.3M 1,465,185 -249,815 -15%
Franklin Resources
18
Franklin Resources
California
$62.3M 1,419,280 +10,090 +0.7%
KKRC
19
Kohlberg Kravis Roberts & Co
New York
$59M 1,344,203 +1,344,203 New
PCM
20
Palestra Capital Management
New York
$49.9M 1,136,861 -163,300 -13%
State Street
21
State Street
Massachusetts
$46.5M 1,059,881 -770 -0.1%
Citadel Advisors
22
Citadel Advisors
Florida
$46.1M 1,051,187 -1,363,686 -56%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$42.5M 969,606 -19,010 -2%
Principal Financial Group
24
Principal Financial Group
Iowa
$41.9M 954,189 +954,189 New
HCM
25
HMI Capital Management
California
$41.4M 942,941 +55,000 +6%
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