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

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$17.2M
2
ECM
Engle Capital Management
Connecticut
$0
3
HCM
Highline Capital Management
New York
$0
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$490M
5
Citadel Advisors
Citadel Advisors
Florida
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
251
CenterStar Asset Management
Illinois
$28K – – –
SSB
252
Sandy Spring Bank
Maryland
$26K – – –
PHK
253
Point72 Hong Kong
Hong Kong
$25K -$209K -3,824 -89%
GSWM
254
Golden State Wealth Management
California
$25K +$25K +454 New
DekaBank Deutsche Girozentrale
255
DekaBank Deutsche Girozentrale
Germany
$24K – – –
TFGT
256
TS Financial Group (TSFG)
Illinois
$24K +$110 +2 +0.5%
PRC
257
Pearl River Capital
Michigan
$23K -$150K -2,715 -87%
PFGIA
258
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$22.6K +423 +5,288%
FHA
259
Flagship Harbor Advisors
Massachusetts
$20K +$2.43K +45 +14%
JCM
260
Jacobi Capital Management
Pennsylvania
$17K – – –
CIA
261
CSat Investment Advisory
Michigan
$17K +$2.62K +48 +18%
GCM
262
Gables Capital Management
Florida
$17K +$17K +312 New
AIM
263
Artemis Investment Management
United Kingdom
$15K -$7.44K -140,007 -33%
CFFP
264
Center for Financial Planning
Michigan
$12K +$7.73K +141 +181%
CFG
265
Citizens Financial Group
Rhode Island
$11K +$11K +199 New
QI
266
QS Investors
New York
$10K – – –
S
267
SignatureFD
Georgia
$10K +$5.44K +100 +119%
GRP
268
Global Retirement Partners
California
$8K – – –
QCG
269
Quadrant Capital Group
Ohio
$8K +$8K +139 New
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$7K -$4.96K -90 -41%
CCM
271
Covington Capital Management
California
$7K – – –
AW
272
Alpha Windward
Massachusetts
$6K – – –
CI
273
CX Institutional
Indiana
$6K – – –
IWP
274
IAG Wealth Partners
Wisconsin
$5K – – –
MF
275
Manchester Financial
California
$5K +$5K +95 New
9 10
11
12 13