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LPL Financial
LPLA

Overview Fund Activity

166 hedge funds and large institutions have $4.35B invested in LPL Financial in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 30 closing their positions.

Holders
166
Holders Change
-2
Holders Change %
-1.19%
% of All Funds
4.36%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
30
Increased
65
Reduced
54
Closed
30
Calls
$7.46M
Puts
$10.9M
Net Calls
-$3.44M
Net Calls Change
-$10.6M

Top Buyers

1
MCM
1
Marcato Capital Management
California
$258M
2
FP
2
FPR Partners
California
$504M
3
CCP
3
Clarkston Capital Partners
Michigan
$35.2M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$13.3M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$134M

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$365M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.9M
3
Citigroup
3
Citigroup
New York
$12M
4
Invesco
4
Invesco
Georgia
$142M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FP
1
FPR Partners
California
$504M 11,826,707 +1,334,889 +13%
SA
2
SPO Advisory
California
$366M 8,570,936 -140,000 -2%
TGHSA
3
TPG Group Holdings (SBS) Advisors
Texas
$365M 8,567,572 -4,319,537 -34%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$346M 8,111,518 +157,466 +2%
JHIU
5
Janus Henderson Investors US
Colorado
$283M 6,635,164 +202,031 +3%
MCM
6
Marcato Capital Management
California
$258M 6,046,856 +5,496,856 +999%
Vanguard Group
7
Vanguard Group
Pennsylvania
$228M 5,351,576 +126,984 +2%
FPA
8
First Pacific Advisors
California
$192M 4,508,600 +116,490 +3%
SP
9
Stockbridge Partners
Massachusetts
$168M 3,949,238 – –
FCIM
10
Fairview Capital Investment Management
California
$154M 3,609,389 +95,254 +3%
Invesco
11
Invesco
Georgia
$142M 3,330,900 -1,074,852 -24%
BBHC
12
Brown Brothers Harriman & Co
New York
$134M 3,135,400 +311,000 +11%
Principal Financial Group
13
Principal Financial Group
Iowa
$112M 2,635,269 -34,928 -1%
BIT
14
BlackRock Institutional Trust
California
$88M 2,063,484 -141,028 -6%
HCM
15
HMI Capital Management
California
$86.2M 2,020,941 +175,000 +9%
American Century Companies
16
American Century Companies
Missouri
$75.7M 1,773,857 -672,741 -27%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$69.6M 1,632,946 +44,889 +3%
ACH
18
ArrowMark Colorado Holdings
Colorado
$62.5M 1,466,519 -485,202 -25%
State Street
19
State Street
Massachusetts
$47.5M 1,114,396 +22,372 +2%
BFA
20
BlackRock Fund Advisors
California
$43.1M 1,011,504 +11,834 +1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$36.3M 852,098 +8,543 +1%
Franklin Resources
22
Franklin Resources
California
$35.6M 835,618 +12,647 +2%
CCP
23
Clarkston Capital Partners
Michigan
$35.2M 826,385 +464,895 +129%
CPM
24
Crescent Park Management
California
$30.3M 710,168 +124,700 +21%
DIG
25
Dragoneer Investment Group
California
$25.5M 598,023 – –
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