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LPL Financial
LPLA

Overview Fund Activity

137 hedge funds and large institutions have $2.85B invested in LPL Financial in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 24 closing their positions.

Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
3.66%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
17
Increased
48
Reduced
52
Closed
24
Calls
$11M
Puts
$2.82M
Net Calls
+$8.18M
Net Calls Change
+$9.55M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$227M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$185M
5
Capital Fund Management (CFM)
5
Capital Fund Management (CFM)
France
$5.5M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
ARTA
3
A.R.T. Advisors
New York
$0
4
BBHC
4
Brown Brothers Harriman & Co
New York
$87.2M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
FP
1
FPR Partners
California
$358M 11,971,736 – –
SA
2
SPO Advisory
California
$258M 8,633,626 – –
TGHSA
3
TPG Group Holdings (SBS) Advisors
Texas
$256M 8,567,572 – –
JHIU
4
Janus Henderson Investors US
Colorado
$227M 7,591,820 +1,106,142 +17%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$185M 6,177,463 +265,065 +4%
FCIM
6
Fairview Capital Investment Management
California
$174M 5,812,770 -25,542 -0.4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$173M 5,782,513 +405,827 +8%
FPA
8
First Pacific Advisors
California
$137M 4,565,690 +120 +0%
Invesco
9
Invesco
Georgia
$125M 4,167,179 +1,006 +0%
SP
10
Stockbridge Partners
Massachusetts
$119M 3,972,873 – –
CCP
11
Clarkston Capital Partners
Michigan
$103M 3,434,585 +122,650 +4%
ACH
12
ArrowMark Colorado Holdings
Colorado
$92.5M 3,091,145 +59,379 +2%
BBHC
13
Brown Brothers Harriman & Co
New York
$87.2M 2,913,937 -102,300 -3%
HCM
14
HMI Capital Management
California
$83.1M 2,779,941 – –
BIT
15
BlackRock Institutional Trust
California
$60.3M 2,016,573 -12,495 -0.6%
DIG
16
Dragoneer Investment Group
California
$53.5M 1,790,312 +34,608 +2%
State Street
17
State Street
Massachusetts
$34.8M 1,164,413 -28,005 -2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$29.7M 993,732 +163,843 +20%
BFA
19
BlackRock Fund Advisors
California
$29.1M 973,881 +51,460 +6%
Norges Bank
20
Norges Bank
Norway
$24.1M 843,026 +25,948 +3%
RJA
21
Raymond James & Associates
Florida
$17.3M 578,273 +75,479 +15%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$16.4M 547,830 +21,962 +4%
Charles Schwab
23
Charles Schwab
California
$12.6M 419,932 +132,520 +46%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$11.5M 382,981 -25,193 -6%
Northern Trust
25
Northern Trust
Illinois
$11.2M 373,142 +16,309 +5%
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