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LPL Financial

340 hedge funds and large institutions have $7.07B invested in LPL Financial in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+28
Holders Change %
+8.97%
% of All Funds
6.71%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.22%
New
63
Increased
105
Reduced
135
Closed
25
Calls
$70.7M
Puts
$4.61M
Net Calls
+$66.1M
Net Calls Change
-$41.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MS
276
Maven Securities
Jersey
$239K -$1.43M -15,418 -86%
Jane Street
277
Jane Street
New York
$236K -$83.9K -910 -26%
TC
278
TwinBeech Capital
New York
$234K +$234K +2,537 New
FCI
279
Financial Counselors Inc
Kansas
$231K +$231K +2,500 New
OLA
280
Oliver Luxxe Assets
New Jersey
$219K +$219K +2,369 New
MAM
281
Meeder Asset Management
Ohio
$217K +$102K +1,106 +88%
M&T Bank
282
M&T Bank
New York
$216K +$216K +2,352 New
MC
283
Machina Capital
France
$214K +$214K +2,325 New
FDCDDQ
284
Federation des caisses Desjardins du Quebec
Quebec, Canada
$210K -$17.6K -191 -8%
LCOV
285
London Company of Virginia
Virginia
$209K +$209K +2,270 New
BAM
286
Belpointe Asset Management
Nevada
$204K +$204K +2,224 New
Macquarie Group
287
Macquarie Group
Australia
$196K -$247K -2,676 -56%
BBHC
288
Brown Brothers Harriman & Co
New York
$185K +$184K +1,996 +14,257%
AIG
289
American International Group
New York
$177K -$7.47K -81 -4%
AssetMark Inc
290
AssetMark Inc
California
$155K +$13.6K +148 +10%
SG Americas Securities
291
SG Americas Securities
New York
$130K -$11.7K -127 -8%
IA
292
IFP Advisors
Florida
$100K +$30.7K +336 +44%
FGAM
293
Financial Gravity Asset Management
Texas
$92K +$9.2K +1 +11%
PCM
294
Prelude Capital Management
New York
$81K +$81K +876 New
US Bancorp
295
US Bancorp
Minnesota
$78K +$30K +327 +63%
PCG
296
Private Capital Group
Connecticut
$76K +$52.9K +573 +228%
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$66K
CFGS
298
Concourse Financial Group Securities
Alabama
$64K +$23.4K +254 +58%
HFM
299
Harvest Fund Management
China
$59K +$59K +166 New
SSB
300
Sandy Spring Bank
Maryland
$44K