LPLA icon

LPL Financial
LPLA

Overview Fund Activity

325 hedge funds and large institutions have $5.84B invested in LPL Financial in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 131 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-15
Holders Change %
-4.41%
% of All Funds
6.57%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
39
Increased
113
Reduced
131
Closed
53
Calls
$8.09M
Puts
$14.7M
Net Calls
-$6.62M
Net Calls Change
-$3.54M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$457M
2
HVCM
HG Vora Capital Management
New York
$57.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$166M
4
ACM
Argent Capital Management
Missouri
$34.9M
5
EIP
Epoch Investment Partners
New York
$21.3M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$1.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
$637M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$626M
4
Holocene Advisors
Holocene Advisors
New York
$0
5
Prudential Financial
Prudential Financial
New Jersey
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
276
Cerebellum
California
$48K -$114K -1,505 -70%
TFGT
277
TS Financial Group (TSFG)
Illinois
$34K +$155 +2 +0.5%
PFGIA
278
Patriot Financial Group Insurance Agency
Massachusetts
$31K – – –
S
279
SignatureFD
Georgia
$30K – – –
GCM
280
Gables Capital Management
Florida
$24K – – –
Millennium Management
281
Millennium Management
New York
$23.6K -$1.91K -24,929 -8%
EP
282
Eudaimonia Partners
Tennessee
$23K – – –
FFA
283
Founders Financial Alliance
North Carolina
$23K +$23K +300 New
HNB
284
Huntington National Bank
Ohio
$19K -$864 -11 -4%
GRP
285
Global Retirement Partners
California
$18K +$4.35K +56 +32%
FHA
286
Flagship Harbor Advisors
Massachusetts
$16K -$10.9K -150 -41%
BCA
287
Berman Capital Advisors
Georgia
$15K +$2.78K +37 +23%
HFM
288
Harvest Fund Management
China
$15K +$15K +195 New
APWA
289
Atlas Private Wealth Advisors
New Jersey
$14K +$79 +1 +0.6%
QCG
290
Quadrant Capital Group
Ohio
$11K – – –
CCM
291
Covington Capital Management
California
$10K – – –
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$9K +$76 +1 +0.9%
IWP
293
IAG Wealth Partners
Wisconsin
$7K – – –
SPIA
294
Steward Partners Investment Advisory
New York
$7K – – –
FMII
295
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
MF
296
Manchester Financial
California
$7K – – –
LC
297
Lindbrook Capital
California
$7K – – –
PA
298
Parallel Advisors
California
$6K – – –
DAM
299
Delta Asset Management
Tennessee
$6K – – –
CFFP
300
Center for Financial Planning
Michigan
$6K – – –
10 11
12
13 14