LPLA icon

LPL Financial
LPLA

Overview Fund Activity

340 hedge funds and large institutions have $6.02B invested in LPL Financial in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 99 increasing their positions, 122 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+43
Holders Change %
+14.48%
% of All Funds
6.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
89
Increased
99
Reduced
122
Closed
45
Calls
$13.1M
Puts
$16.2M
Net Calls
-$3.08M
Net Calls Change
-$42.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$230M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$120M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$63.2M
4
Invesco
4
Invesco
Georgia
$232M
5
Deutsche Bank
5
Deutsche Bank
Germany
$100M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$8.63M
2
American Century Companies
2
American Century Companies
Missouri
$78.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$114M
4
JCM
4
Junto Capital Management
New York
$50M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
226
Canada Pension Plan Investment Board
Ontario, Canada
$510K -$2.75M -35,053 -84%
CI Investments Inc
227
CI Investments Inc
Ontario, Canada
$497K +$54.7K +698 +12%
Ensign Peak Advisors
228
Ensign Peak Advisors
Utah
$486K -$721K -9,200 -60%
IAA
229
Independent Advisor Alliance
North Carolina
$482K +$53.3K +680 +12%
HIM
230
Hillsdale Investment Management
Ontario, Canada
$479K -$94.1K -1,200 -16%
BOTW
231
Bank of the West
California
$470K – – –
CC
232
Cipher Capital
New York
$460K +$460K +5,861 New
NAM
233
NorthCoast Asset Management
Connecticut
$454K – – –
PI
234
PFS Investments
Georgia
$452K +$452K +5,761 New
ACM
235
AlphaCrest Capital Management
New York
$445K -$733K -9,364 -62%
ProShare Advisors
236
ProShare Advisors
Maryland
$441K +$39.4K +502 +10%
NA
237
Navellier & Associates
Nevada
$438K -$24.8K -316 -5%
AIM
238
Aigen Investment Management
New York
$434K +$17.3K +221 +4%
BBHC
239
Brown Brothers Harriman & Co
New York
$431K -$784 -10 -0.2%
AW
240
Alpha Windward
Massachusetts
$423K +$415K +5,289 +5,185%
Skandinaviska Enskilda Banken (SEB)
241
Skandinaviska Enskilda Banken (SEB)
Sweden
$416K +$416K +5,300 New
Neuberger Berman Group
242
Neuberger Berman Group
New York
$416K +$416K +5,312 New
SF
243
Synovus Financial
Georgia
$401K -$2.98K -38 -0.7%
Royal Bank of Canada
244
Royal Bank of Canada
Ontario, Canada
$397K +$115K +1,463 +41%
SOADOR
245
State of Alaska Department of Revenue
Alaska
$392K – – –
AWM
246
Avior Wealth Management
Nebraska
$367K +$45.4K +580 +14%
LCM
247
Logan Capital Management
Pennsylvania
$361K – – –
FVWA
248
Foster Victor Wealth Advisors
South Carolina
$358K +$358K +4,570 New
FMT
249
First Mercantile Trust
Tennessee
$357K -$104K -1,327 -23%
Walleye Capital
250
Walleye Capital
New York
$344K +$344K +4,391 New
8 9
10
11 12