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LPL Financial
LPLA

Overview Fund Activity

153 hedge funds and large institutions have $2.31B invested in LPL Financial in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 37 closing their positions.

Holders
153
Holders Change
-13
Holders Change %
-7.83%
% of All Funds
4.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
27
Increased
61
Reduced
49
Closed
37
Calls
$38.9M
Puts
$15.4M
Net Calls
+$23.5M
Net Calls Change
+$26.9M

Top Buyers

1
CCP
1
Clarkston Capital Partners
Michigan
$74.8M
2
FCIM
2
Fairview Capital Investment Management
California
$123M
3
DIG
3
Dragoneer Investment Group
California
$38.7M
4
Invesco
4
Invesco
Georgia
$103M
5
HCM
5
HMI Capital Management
California
$68.9M

Top Sellers

1
MCM
1
Marcato Capital Management
California
$0
2
American Century Companies
2
American Century Companies
Missouri
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$401K
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
FP
1
FPR Partners
California
$297M 11,971,736 +145,029 +1%
SA
2
SPO Advisory
California
$214M 8,633,616 +62,680 +0.7%
TGHSA
3
TPG Group Holdings (SBS) Advisors
Texas
$212M 8,567,572 – –
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$168M 6,781,377 -1,330,141 -16%
JHIU
5
Janus Henderson Investors US
Colorado
$154M 6,221,129 -414,035 -6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$137M 5,508,107 +156,531 +3%
FCIM
7
Fairview Capital Investment Management
California
$123M 4,970,662 +1,361,273 +38%
FPA
8
First Pacific Advisors
California
$121M 4,867,840 +359,240 +8%
Invesco
9
Invesco
Georgia
$103M 4,160,601 +829,701 +25%
SP
10
Stockbridge Partners
Massachusetts
$83.4M 3,363,654 -585,584 -15%
BBHC
11
Brown Brothers Harriman & Co
New York
$78.1M 3,151,110 +15,710 +0.5%
CCP
12
Clarkston Capital Partners
Michigan
$74.8M 3,015,095 +2,188,710 +265%
HCM
13
HMI Capital Management
California
$68.9M 2,779,941 +759,000 +38%
ACH
14
ArrowMark Colorado Holdings
Colorado
$53.3M 2,149,407 +682,888 +47%
BIT
15
BlackRock Institutional Trust
California
$49.8M 2,007,257 -56,227 -3%
DIG
16
Dragoneer Investment Group
California
$38.7M 1,560,863 +962,840 +161%
State Street
17
State Street
Massachusetts
$29.4M 1,186,637 +72,241 +6%
Norges Bank
18
Norges Bank
Norway
$21.4M 861,642 +283,782 +49%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$20.8M 839,852 -12,246 -1%
BFA
20
BlackRock Fund Advisors
California
$20.8M 838,119 -173,385 -17%
Franklin Resources
21
Franklin Resources
California
$20.7M 834,256 -1,362 -0.2%
ARTA
22
A.R.T. Advisors
New York
$11M 445,449 +445,449 New
RJA
23
Raymond James & Associates
Florida
$10.3M 416,037 +311,797 +299%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$9.19M 370,746 +7,415 +2%
Northern Trust
25
Northern Trust
Illinois
$9.16M 350,054 -82,574 -19%
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