LPLA icon

LPL Financial
LPLA

Overview Fund Activity

178 hedge funds and large institutions have $4.93B invested in LPL Financial in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 29 closing their positions.

Holders
178
Holders Change
+7
Holders Change %
+4.09%
% of All Funds
4.8%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
36
Increased
64
Reduced
61
Closed
29
Calls
$2.73M
Puts
$3.08M
Net Calls
-$350K
Net Calls Change
-$363K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
SA
2
SPO Advisory
California
$408M
3
FPA
3
First Pacific Advisors
California
$124M
4
Citigroup
4
Citigroup
New York
$96M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$107M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
William Blair & Company
2
William Blair & Company
Illinois
$119M
3
KKRC
3
Kohlberg Kravis Roberts & Co
New York
$0
4
PCM
4
Palestra Capital Management
New York
$0
5
American Century Companies
5
American Century Companies
Missouri
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$599M 12,887,109 – –
FP
2
FPR Partners
California
$447M 9,613,076 +79,100 +0.8%
SA
3
SPO Advisory
California
$408M 8,774,800 +2,908,600 +50%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$373M 8,025,742 -25,020 -0.3%
JHIU
5
Janus Henderson Investors US
Colorado
$297M 6,396,613 +197,753 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$241M 5,178,989 +103,684 +2%
Invesco
7
Invesco
Georgia
$205M 4,408,357 -11,148 -0.3%
Morgan Stanley
8
Morgan Stanley
New York
$175M 3,757,517 +3,746,074 +32,737%
FCIM
9
Fairview Capital Investment Management
California
$160M 3,437,124 +19,700 +0.6%
SP
10
Stockbridge Partners
Massachusetts
$147M 3,163,508 -430,505 -12%
FPA
11
First Pacific Advisors
California
$124M 2,666,600 +2,666,600 New
William Blair & Company
12
William Blair & Company
Illinois
$119M 2,558,772 -1,914,112 -43%
BBHC
13
Brown Brothers Harriman & Co
New York
$117M 2,520,100 +192,650 +8%
Principal Financial Group
14
Principal Financial Group
Iowa
$107M 2,291,521 +1,337,332 +140%
American Century Companies
15
American Century Companies
Missouri
$102M 2,201,298 -714,187 -24%
Citigroup
16
Citigroup
New York
$96M 2,063,898 +2,059,467 +46,479%
BIT
17
BlackRock Institutional Trust
California
$93.7M 2,016,451 +32,548 +2%
ACH
18
ArrowMark Colorado Holdings
Colorado
$91.3M 1,963,903 +206,436 +12%
HCM
19
HMI Capital Management
California
$65.8M 1,415,941 +473,000 +50%
ACM
20
AKRE Capital Management
Virginia
$61.3M 1,318,589 -146,596 -10%
VNIM
21
Vaughan Nelson Investment Management
Texas
$51.8M 1,113,500 -560,300 -33%
State Street
22
State Street
Massachusetts
$47.1M 1,012,628 -47,253 -4%
BFA
23
BlackRock Fund Advisors
California
$44.8M 963,333 +22,065 +2%
Franklin Resources
24
Franklin Resources
California
$36.4M 782,550 -636,730 -45%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$34M 731,406 +104,204 +17%
1
2 3 4 5