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LPL Financial
LPLA

Overview Fund Activity

395 hedge funds and large institutions have $11B invested in LPL Financial in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+24
Holders Change %
+6.47%
% of All Funds
6.96%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
83
Increased
124
Reduced
141
Closed
55
Calls
$23.6M
Puts
$24.7M
Net Calls
-$1.11M
Net Calls Change
+$9.87M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$273M
2
Wells Fargo
2
Wells Fargo
California
$369M
3
MC
3
Maverick Capital
Texas
$121M
4
IAM
4
Iridian Asset Management
Connecticut
$92M
5
Victory Capital Management
5
Victory Capital Management
Texas
$99M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$547M
2
SC
2
Samlyn Capital
New York
$354M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$177M
4
MWA
4
Marshall Wace Asia
Hong Kong
$49.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
276
Wedge Capital Management
North Carolina
$355K -$199K -1,397 -36%
IWM
277
IHT Wealth Management
Illinois
$353K +$8.67K +61 +3%
YIA
278
YHB Investment Advisors
Connecticut
$351K -$236K -1,600 -40%
WAM
279
World Asset Management
Michigan
$344K -$22.4K -143 -6%
JPMPWA
280
J.P. Morgan Private Wealth Advisors
California
$335K -$15.1K -106 -4%
SG Americas Securities
281
SG Americas Securities
New York
$332K -$93.4K -657 -22%
BMSSC
282
B. Metzler seel. Sohn & Co
Germany
$329K -$74.9K -527 -19%
LCOV
283
London Company of Virginia
Virginia
$323K – – –
M&T Bank
284
M&T Bank
New York
$318K -$234K -1,643 -42%
ZCA
285
Zeke Capital Advisors
Pennsylvania
$318K – – –
Baird Financial Group
286
Baird Financial Group
Wisconsin
$308K +$5.11K +36 +2%
ASN
287
Advisory Services Network
Georgia
$306K – – –
AA
288
ACT Advisors
North Carolina
$305K – – –
QI
289
Qtron Investments
Massachusetts
$302K -$283K -1,992 -48%
CANY
290
Caxton Associates (New York)
New York
$295K +$295K +2,078 New
HAG
291
HighPoint Advisor Group
Illinois
$294K +$294K +2,004 New
FHB
292
First Hawaiian Bank
Hawaii
$288K -$3.84K -27 -1%
WWM
293
WJ Wealth Management
Arizona
$284K – – –
IIC
294
Integrated Investment Consultants
Michigan
$273K – – –
MLICM
295
Metropolitan Life Insurance Company (MetLife)
New York
$272K +$5.12K +36 +2%
SIM
296
SSI Investment Management
California
$272K +$272K +1,916 New
GAM
297
Gotham Asset Management
New York
$270K +$270K +1,898 New
AO
298
Advisor OS
Illinois
$264K +$264K +1,861 New
MAM
299
Martingale Asset Management
Massachusetts
$260K -$6.05M -42,455 -96%
IWA
300
Intercontinental Wealth Advisors
Texas
$257K +$257K +1,811 New
10 11
12
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