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LPL Financial
LPLA

Overview Fund Activity

168 hedge funds and large institutions have $4.3B invested in LPL Financial in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 29 closing their positions.

Holders
168
Holders Change
-10
Holders Change %
-5.62%
% of All Funds
4.7%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.36%
New
21
Increased
65
Reduced
61
Closed
29
Calls
$10.8M
Puts
$3.59M
Net Calls
+$7.18M
Net Calls Change
+$7.53M

Top Buyers

1
FPA
1
First Pacific Advisors
California
$175M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$63.2M
3
FP
3
FPR Partners
California
$417M
4
SP
4
Stockbridge Partners
Massachusetts
$157M
5
MCM
5
Marcato Capital Management
California
$21.9M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$3.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
ACM
4
AKRE Capital Management
Virginia
$29.8M
5
TCGI
5
Three Corner Global Investors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$513M 12,887,109 – –
FP
2
FPR Partners
California
$417M 10,491,818 +878,742 +9%
SA
3
SPO Advisory
California
$346M 8,710,936 -63,864 -0.7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$316M 7,954,052 -71,690 -0.9%
JHIU
5
Janus Henderson Investors US
Colorado
$256M 6,433,133 +36,520 +0.6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$208M 5,224,592 +45,603 +0.9%
Invesco
7
Invesco
Georgia
$175M 4,405,752 -2,605 -0.1%
FPA
8
First Pacific Advisors
California
$175M 4,392,110 +1,725,510 +65%
SP
9
Stockbridge Partners
Massachusetts
$157M 3,949,238 +785,730 +25%
Morgan Stanley
10
Morgan Stanley
New York
$143M 3,590,098 -167,419 -4%
FCIM
11
Fairview Capital Investment Management
California
$140M 3,514,135 +77,011 +2%
BBHC
12
Brown Brothers Harriman & Co
New York
$112M 2,824,400 +304,300 +12%
Principal Financial Group
13
Principal Financial Group
Iowa
$106M 2,670,197 +378,676 +17%
American Century Companies
14
American Century Companies
Missouri
$97.3M 2,446,598 +245,300 +11%
BIT
15
BlackRock Institutional Trust
California
$87.7M 2,204,512 +188,061 +9%
Citigroup
16
Citigroup
New York
$82.4M 2,072,251 +8,353 +0.4%
ACH
17
ArrowMark Colorado Holdings
Colorado
$77.6M 1,951,721 -12,182 -0.6%
HCM
18
HMI Capital Management
California
$73.4M 1,845,941 +430,000 +30%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$63.2M 1,588,057 +1,588,057 New
State Street
20
State Street
Massachusetts
$43.4M 1,092,024 +79,396 +8%
BFA
21
BlackRock Fund Advisors
California
$39.8M 999,670 +36,337 +4%
VNIM
22
Vaughan Nelson Investment Management
Texas
$36.1M 908,800 -204,700 -18%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$33.5M 843,555 +112,149 +15%
Franklin Resources
24
Franklin Resources
California
$32.7M 822,971 +40,421 +5%
ACM
25
AKRE Capital Management
Virginia
$29.8M 750,500 -568,089 -43%
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