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LPL Financial
LPLA

Overview Fund Activity

145 hedge funds and large institutions have $2.12B invested in LPL Financial in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 34 closing their positions.

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
3.87%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
29
Increased
64
Reduced
42
Closed
34
Calls
$2.47M
Puts
$3.84M
Net Calls
-$1.37M
Net Calls Change
-$24.8M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$68.3M
2
FCIM
2
Fairview Capital Investment Management
California
$132M
3
SP
3
Stockbridge Partners
Massachusetts
$89.5M
4
CCP
4
Clarkston Capital Partners
Michigan
$74.6M
5
JHIU
5
Janus Henderson Investors US
Colorado
$146M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$133M
2
Franklin Resources
2
Franklin Resources
California
$2.52M
3
SC
3
Samlyn Capital
New York
$0
4
HS
4
HighVista Strategies
Massachusetts
$0
5
FPA
5
First Pacific Advisors
California
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
FP
1
FPR Partners
California
$270M 11,971,736 – –
SA
2
SPO Advisory
California
$195M 8,633,626 +10 +0%
TGHSA
3
TPG Group Holdings (SBS) Advisors
Texas
$193M 8,567,572 – –
JHIU
4
Janus Henderson Investors US
Colorado
$146M 6,485,678 +264,549 +4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$133M 5,912,398 -868,979 -13%
FCIM
6
Fairview Capital Investment Management
California
$132M 5,838,312 +867,650 +17%
Vanguard Group
7
Vanguard Group
Pennsylvania
$121M 5,376,686 -131,421 -2%
FPA
8
First Pacific Advisors
California
$103M 4,565,570 -302,270 -6%
Invesco
9
Invesco
Georgia
$93.9M 4,166,173 +5,572 +0.1%
SP
10
Stockbridge Partners
Massachusetts
$89.5M 3,972,873 +609,219 +18%
CCP
11
Clarkston Capital Partners
Michigan
$74.6M 3,311,935 +296,840 +10%
ACH
12
ArrowMark Colorado Holdings
Colorado
$68.3M 3,031,766 +882,359 +41%
BBHC
13
Brown Brothers Harriman & Co
New York
$68M 3,016,237 -134,873 -4%
HCM
14
HMI Capital Management
California
$62.6M 2,779,941 – –
BIT
15
BlackRock Institutional Trust
California
$45.7M 2,029,068 +21,811 +1%
DIG
16
Dragoneer Investment Group
California
$39.6M 1,755,704 +194,841 +12%
State Street
17
State Street
Massachusetts
$26.9M 1,192,418 +5,781 +0.5%
BFA
18
BlackRock Fund Advisors
California
$20.8M 922,421 +84,302 +10%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$18.7M 829,889 -9,963 -1%
Norges Bank
20
Norges Bank
Norway
$18.4M 817,078 -44,564 -5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$11.8M 525,868 +21,635 +4%
RJA
22
Raymond James & Associates
Florida
$11.3M 502,794 +86,757 +21%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.19M 408,174 +37,428 +10%
TCIM
24
TIAA CREF Investment Management
New York
$8.5M 377,473 +104,055 +38%
Northern Trust
25
Northern Trust
Illinois
$8.04M 356,833 +6,779 +2%
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