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LPL Financial
LPLA

Overview Fund Activity

325 hedge funds and large institutions have $5.84B invested in LPL Financial in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 131 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-15
Holders Change %
-4.41%
% of All Funds
6.57%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
39
Increased
113
Reduced
131
Closed
53
Calls
$8.09M
Puts
$14.7M
Net Calls
-$6.62M
Net Calls Change
-$3.54M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$457M
2
HVCM
2
HG Vora Capital Management
New York
$57.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$166M
4
ACM
4
Argent Capital Management
Missouri
$34.9M
5
EIP
5
Epoch Investment Partners
New York
$21.3M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$1.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$637M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$626M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
226
ProShare Advisors
Maryland
$410K -$21.6K -281 -5%
AW
227
Alpha Windward
Massachusetts
$407K -$6.68K -87 -2%
Acadian Asset Management
228
Acadian Asset Management
Massachusetts
$407K +$118K +1,543 +41%
Skandinaviska Enskilda Banken (SEB)
229
Skandinaviska Enskilda Banken (SEB)
Sweden
$406K – – –
IMRF
230
Illinois Municipal Retirement Fund
Illinois
$401K +$401K +5,235 New
BIM
231
Bogle Investment Management
Massachusetts
$391K +$69K +900 +21%
Royal Bank of Canada
232
Royal Bank of Canada
Ontario, Canada
$388K -$537 -7 -0.1%
AWM
233
Avior Wealth Management
Nebraska
$382K +$23K +300 +6%
CC
234
Centiva Capital
New York
$376K -$472K -6,161 -56%
IAA
235
Independent Advisor Alliance
North Carolina
$374K -$97.7K -1,274 -21%
VI
236
Versor Investments
New York
$368K +$146K +1,900 +66%
LCM
237
Logan Capital Management
Pennsylvania
$353K – – –
M&T Bank
238
M&T Bank
New York
$340K +$84.7K +1,106 +33%
WCM
239
Wedge Capital Management
North Carolina
$326K +$326K +4,250 New
QI
240
Qtron Investments
Massachusetts
$316K +$1.84K +24 +0.6%
Macquarie Group
241
Macquarie Group
Australia
$315K +$67.2K +877 +27%
AA
242
ALPS Advisors
Colorado
$315K +$315K +4,109 New
Verition Fund Management
243
Verition Fund Management
Connecticut
$314K +$23.2K +303 +8%
GCP
244
GSA Capital Partners
United Kingdom
$314K +$314K +4,091 New
NA
245
Navellier & Associates
Nevada
$312K -$117K -1,525 -27%
WCM
246
Weld Capital Management
New York
$311K +$311K +4,062 New
VLC
247
Van Leeuwen & Company
New Jersey
$293K +$38.3K +500 +15%
LG
248
Leuthold Group
Minnesota
$283K -$7.83K -102 -3%
Bessemer Group
249
Bessemer Group
New Jersey
$277K -$1M -13,087 -78%
SOADOR
250
State of Alaska Department of Revenue
Alaska
$262K -$121K -1,586 -32%
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