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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 %
BIM
251
Bogle Investment Management
Massachusetts
$329K +$329K +4,200 New
OR
252
Olympiad Research
Connecticut
$328K +$328K +4,178 New
QI
253
Qtron Investments
Massachusetts
$321K +$321K +4,095 New
WWM
254
WJ Wealth Management
Arizona
$314K +$314K +4,000 New
Verition Fund Management
255
Verition Fund Management
Connecticut
$298K +$298K +3,795 New
CAM
256
Crestone Asset Management
Colorado
$298K +$298K +3,800 New
LG
257
Leuthold Group
Minnesota
$297K -$3.05M -38,858 -91%
Acadian Asset Management
258
Acadian Asset Management
Massachusetts
$296K -$862K -10,977 -74%
ACI
259
AMP Capital Investors
Australia
$295K +$295K +3,858 New
SRAM
260
Stone Ridge Asset Management
New York
$286K -$164K -2,100 -37%
IF
261
Intrua Financial
Texas
$271K +$271K +3,239 New
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$270K +$264K +3,360 +4,200%
DC
263
Derby & Company
Massachusetts
$267K +$267K +3,400 New
JPMPWA
264
J.P. Morgan Private Wealth Advisors
California
$263K -$43.9K -559 -14%
M&T Bank
265
M&T Bank
New York
$262K +$262K +3,333 New
VLC
266
Van Leeuwen & Company
New Jersey
$260K -$78.3K -1,000 -23%
Macquarie Group
267
Macquarie Group
Australia
$254K +$87.3K +1,113 +52%
AGM
268
Alpine Global Management
New York
$238K +$238K +3,034 New
VI
269
Versor Investments
New York
$227K -$745K -9,507 -77%
NWP
270
Northstar Wealth Partners
Connecticut
$226K +$226K +2,886 New
PAMU
271
Pictet Asset Management (UK)
United Kingdom
$220K +$220K +2,800 New
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$216K +$216K +2,758 New
QCM
273
Quantinno Capital Management
New York
$213K +$213K +2,722 New
CFB
274
Cullen/Frost Bankers
Texas
$212K – – –
Teacher Retirement System of Texas
275
Teacher Retirement System of Texas
Texas
$206K +$206K +2,623 New
9 10
11
12 13