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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 %
FMT
251
First Mercantile Trust
Tennessee
$701K -$64.1K -475 -8%
BAM
252
Blueshift Asset Management
New Jersey
$691K +$691K +5,119 New
NA
253
Navellier & Associates
Nevada
$663K -$25.9K -192 -4%
CAAS
254
Capital Asset Advisory Services
Michigan
$659K +$84.2K +624 +15%
SM
255
Sciencast Management
New Jersey
$647K +$647K +4,737 New
NIP
256
Nicholas Investment Partners
California
$645K -$224K -1,658 -26%
AWM
257
Avior Wealth Management
Nebraska
$641K -$82.4K -611 -11%
OAM
258
Oppenheimer Asset Management
New York
$635K +$635K +4,708 New
XT
259
XTX Topco
Cayman Islands
$635K +$635K +4,708 New
LCM
260
Logan Capital Management
Pennsylvania
$621K – – –
PI
261
PEAK6 Investments
Illinois
$620K -$365K -2,702 -37%
AFA
262
Abacus FCF Advisors
Florida
$612K -$45.5K -319 -7%
Marshall Wace
263
Marshall Wace
United Kingdom
$602K +$168K +1,244 +39%
VLC
264
Van Leeuwen & Company
New Jersey
$577K +$57.3K +407 +11%
ESCM
265
Echo Street Capital Management
New York
$548K +$78.8K +584 +17%
FC
266
FORA Capital
Florida
$548K +$548K +4,058 New
Bessemer Group
267
Bessemer Group
New Jersey
$488K – – –
PAI
268
Pittenger & Anderson Inc
Nebraska
$485K +$101K +750 +26%
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$479K -$427K -3,168 -47%
IIC
270
Ironwood Investment Counsel
Arizona
$477K -$5.4K -40 -1%
TI
271
Trexquant Investment
Connecticut
$464K +$464K +3,434 New
Cetera Investment Advisers
272
Cetera Investment Advisers
Illinois
$459K -$39.5K -293 -8%
DC
273
Derby & Company
Massachusetts
$459K – – –
QT
274
Quantamental Technologies
New York
$459K +$459K +3,402 New
LG
275
Leuthold Group
Minnesota
$453K -$12.3K -91 -3%
9 10
11
12 13