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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 %
WAM
276
World Asset Management
Michigan
$201K +$201K +2,563 New
US Bancorp
277
US Bancorp
Minnesota
$159K +$71.3K +910 +81%
PAI
278
Pittenger & Anderson Inc
Nebraska
$157K +$78.5K +1,000 +100%
MLICM
279
Metropolitan Life Insurance Company (MetLife)
New York
$154K -$288K -3,678 -65%
IA
280
IFP Advisors
Florida
$135K -$33.4K -429 -20%
PCG
281
Private Capital Group
Connecticut
$124K +$43.5K +557 +54%
C
282
Cerebellum
California
$122K +$122K +2,136 New
AIG
283
American International Group
New York
$87K -$55.8K -715 -39%
NICM
284
Neo Ivy Capital Management
New York
$85K +$85K +1,085 New
Twin Tree Management
285
Twin Tree Management
Texas
$82K +$82K +1,051 New
NIT
286
NumerixS Investment Technologies
British Columbia, Canada
$74K -$23.4K -300 -24%
CFGS
287
Concourse Financial Group Securities
Alabama
$68K +$24.4K +313 +56%
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
JCM
289
Jacobi Capital Management
Pennsylvania
$62K +$36.9K +470 +147%
SSB
290
Sandy Spring Bank
Maryland
$38K – – –
TFGT
291
TS Financial Group (TSFG)
Illinois
$34K +$78 +1 +0.2%
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$31K -$2.4K -31 -7%
DekaBank Deutsche Girozentrale
293
DekaBank Deutsche Girozentrale
Germany
$31K -$1.83K -24 -6%
S
294
SignatureFD
Georgia
$31K +$16.4K +208 +113%
FHA
295
Flagship Harbor Advisors
Massachusetts
$29K – – –
OCM
296
Ovata Capital Management
Hong Kong
$28K +$28K +360 New
MAM
297
Meeder Asset Management
Ohio
$26K -$692K -9,050 -96%
GCM
298
Gables Capital Management
Florida
$24K – – –
EP
299
Eudaimonia Partners
Tennessee
$24K +$24K +300 New
HNB
300
Huntington National Bank
Ohio
$20K +$19.9K +252 +25,200%
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