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LPL Financial
LPLA

Overview Fund Activity

297 hedge funds and large institutions have $4.08B invested in LPL Financial in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-43
Holders Change %
-12.65%
% of All Funds
6.56%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
41
Increased
104
Reduced
114
Closed
81
Calls
$43.7M
Puts
$4.28M
Net Calls
+$39.4M
Net Calls Change
-$26.7M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$70.7M
2
CCP
2
Clarkston Capital Partners
Michigan
$118M
3
FCIM
3
Fairview Capital Investment Management
California
$112M
4
American Century Companies
4
American Century Companies
Missouri
$114M
5
Barclays
5
Barclays
United Kingdom
$29.5M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$17.2M
2
ECM
2
Engle Capital Management
Connecticut
$0
3
HCM
3
Highline Capital Management
New York
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$490M
5
Citadel Advisors
5
Citadel Advisors
Florida
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
226
Greenleaf Trust
Michigan
$233K +$981 +18 +0.4%
AWM
227
Avior Wealth Management
Nebraska
$223K – – –
JPMPWA
228
J.P. Morgan Private Wealth Advisors
California
$213K +$14.8K +271 +7%
QSS
229
Quantitative Systematic Strategies
Florida
$208K +$208K +3,814 New
IWM
230
IHT Wealth Management
Illinois
$203K -$108K -1,992 -35%
Royal Bank of Canada
231
Royal Bank of Canada
Ontario, Canada
$197K +$23.1K +422 +13%
TRCT
232
Tower Research Capital (TRC)
New York
$193K -$30.2K -554 -14%
Simplex Trading
233
Simplex Trading
Illinois
$190K +$44.1K +813 +30%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$156K -$199K -3,655 -56%
CIM
235
Contravisory Investment Management
Massachusetts
$153K +$4.96K +91 +3%
Group One Trading
236
Group One Trading
Illinois
$150K +$150K +2,758 New
CFB
237
Cullen/Frost Bankers
Texas
$147K – – –
CSS
238
Cubist Systematic Strategies
Connecticut
$141K -$759K -13,914 -84%
IA
239
IFP Advisors
Florida
$122K +$60.4K +1,072 +98%
ASN
240
Advisory Services Network
Georgia
$118K +$106K +1,932 +847%
Macquarie Group
241
Macquarie Group
Australia
$116K – – –
AIG
242
American International Group
New York
$100K -$4.86K -89 -5%
AssetMark Inc
243
AssetMark Inc
California
$71K -$20.8K -381 -23%
NIT
244
NumerixS Investment Technologies
British Columbia, Canada
$68K -$207K -3,800 -75%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
US Bancorp
246
US Bancorp
Minnesota
$61K +$14.7K +270 +32%
PCG
247
Private Capital Group
Connecticut
$56K +$11.2K +206 +25%
PAI
248
Pittenger & Anderson Inc
Nebraska
$54K +$54K +1,000 New
II
249
Inspire Investing
Idaho
$41K +$41K +750 New
CFGS
250
Concourse Financial Group Securities
Alabama
$30K -$7.31K -136 -20%
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10
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