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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
$81.6M
4
Macquarie Group
Macquarie Group
Australia
$42.5M
5
American Century Companies
American Century Companies
Missouri
$144M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$387M
2
FCIM
Fairview Capital Investment Management
California
$86.2M
3
Invesco
Invesco
Georgia
$272M
4
Vanguard Group
Vanguard Group
Pennsylvania
$958M
5
VNIM
Vaughan Nelson Investment Management
Texas
$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
276
Independent Advisor Alliance
North Carolina
$450K +$19.4K +144 +5%
BFS
277
Bickling Financial Services
Massachusetts
$449K +$9.05K +67 +2%
AO
278
Advisor OS
Illinois
$446K +$195K +1,446 +78%
KFP
279
KB Financial Partners
New Jersey
$445K +$104K +767 +30%
KAS
280
Kestra Advisory Services
Texas
$443K +$102K +753 +30%
TRCT
281
Tower Research Capital (TRC)
New York
$438K +$30.1K +223 +7%
IC
282
Intersect Capital
California
$420K +$38.4K +285 +10%
NIG
283
NFJ Investment Group
Texas
$414K -$7.95M -58,883 -95%
BFM
284
Boothbay Fund Management
New York
$409K +$409K +3,032 New
RJFSA
285
Raymond James Financial Services Advisors
Florida
$408K -$42K -311 -9%
GC
286
Guggenheim Capital
Illinois
$397K -$155K -1,143 -28%
EFSCE
287
Enterprise Financial Services Corp (EFSC)
Missouri
$396K -$10.8K -80 -3%
VI
288
Versor Investments
New York
$383K -$144K -1,065 -27%
IIC
289
Integrated Investment Consultants
Michigan
$370K +$110K +818 +43%
QCM
290
Quantinno Capital Management
New York
$367K – – –
CFB
291
Cullen/Frost Bankers
Texas
$364K – – –
NAM
292
NorthCoast Asset Management
Connecticut
$362K -$17.5K -130 -5%
CM
293
Capula Management
Cayman Islands
$361K +$361K +2,676 New
SWP
294
Stratos Wealth Partners
Ohio
$352K -$14.3K -106 -4%
GT
295
Glenview Trust
Kentucky
$350K +$350K +2,591 New
IWM
296
IHT Wealth Management
Illinois
$335K +$135 +1 +0%
Neuberger Berman Group
297
Neuberger Berman Group
New York
$321K -$371K -2,797 -54%
YIA
298
YHB Investment Advisors
Connecticut
$321K – – –
FHB
299
First Hawaiian Bank
Hawaii
$317K +$43.1K +319 +16%
RWM
300
Ritholtz Wealth Management
New York
$307K +$112K +831 +57%
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