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LPL Financial
LPLA

Overview Fund Activity

416 hedge funds and large institutions have $10.3B invested in LPL Financial in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 140 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+21
Holders Change %
+5.32%
% of All Funds
7.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
63
Increased
155
Reduced
140
Closed
39
Calls
$35.8M
Puts
$6.99M
Net Calls
+$28.8M
Net Calls Change
+$29.9M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$147M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$52.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$51.3M
4
Macquarie Group
Macquarie Group
Australia
+$42.1M
5
American Century Companies
American Century Companies
Missouri
+$40.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$133M
2
FCIM
Fairview Capital Investment Management
California
-$103M
3
Invesco
Invesco
Georgia
-$91.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$82.2M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
PDT Partners
New York
$931K +$931K +6,900 New
ProShare Advisors
227
ProShare Advisors
Maryland
$925K +$34.3K +254 +4%
Mirae Asset Global Investments
228
Mirae Asset Global Investments
South Korea
$908K -$219K -1,619 -19%
Luther King Capital Management (LKCM)
229
Luther King Capital Management (LKCM)
Texas
$884K -$289K -2,140 -25%
SLI
230
Sumitomo Life Insurance
Japan
$880K +$880K +6,516 New
KPWS
231
Kestra Private Wealth Services
Texas
$866K +$17.1K +127 +2%
VRS
232
Virginia Retirement Systems
Virginia
$864K -$432K -3,200 -33%
Canada Life
233
Canada Life
Manitoba, Canada
$856K -$40.3K -299 -5%
PHK
234
Point72 Hong Kong
Hong Kong
$854K +$854K +6,324 New
MSRPS
235
Maryland State Retirement & Pension System
Maryland
$823K – – –
CI Investments Inc
236
CI Investments Inc
Ontario, Canada
$818K +$47.9K +355 +6%
Mitsubishi UFJ Trust & Banking
237
Mitsubishi UFJ Trust & Banking
Japan
$803K -$44.8K -332 -5%
AAM
238
Aureus Asset Management
Massachusetts
$797K – – –
CC
239
Centiva Capital
New York
$794K +$794K +5,884 New
DZ Bank
240
DZ Bank
Germany
$752K +$752K +5,574 New
SIM
241
SummerHaven Investment Management
Connecticut
$750K +$18.9K +140 +3%
TC
242
TwinBeech Capital
New York
$745K +$745K +5,518 New
MLICM
243
Metropolitan Life Insurance Company (MetLife)
New York
$744K +$486K +3,598 +188%
KAS
244
Kemnay Advisory Services
New York
$741K -$227K -1,681 -23%
LA
245
LVW Advisors
New York
$737K -$87.4K -647 -11%
PAMU
246
Pictet Asset Management (UK)
United Kingdom
$729K -$108K -800 -13%
PCM
247
Prelude Capital Management
New York
$726K +$726K +5,377 New
MML Investors Services
248
MML Investors Services
Massachusetts
$711K +$183K +1,353 +35%
QT
249
Quantbot Technologies
New York
$708K +$708K +5,248 New
Asset Management One
250
Asset Management One
Japan
$703K +$703K +5,214 New
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10
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