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LPL Financial
LPLA

Overview Fund Activity

297 hedge funds and large institutions have $4.08B invested in LPL Financial in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-43
Holders Change %
-12.65%
% of All Funds
6.56%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
41
Increased
104
Reduced
114
Closed
81
Calls
$43.7M
Puts
$4.28M
Net Calls
+$39.4M
Net Calls Change
-$26.7M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$70.7M
2
CCP
Clarkston Capital Partners
Michigan
$118M
3
FCIM
Fairview Capital Investment Management
California
$112M
4
American Century Companies
American Century Companies
Missouri
$114M
5
Barclays
Barclays
United Kingdom
$29.5M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$17.2M
2
ECM
Engle Capital Management
Connecticut
$0
3
HCM
Highline Capital Management
New York
$0
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$490M
5
Citadel Advisors
Citadel Advisors
Florida
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Hudson Bay Capital Management
301
Hudson Bay Capital Management
Connecticut
– -$4.61M -50,000 Closed
ARTA
302
A.R.T. Advisors
New York
– -$2.88M -31,259 Closed
CCMG
303
Clark Capital Management Group
Pennsylvania
– -$2.7M -29,286 Closed
Two Sigma Investments
304
Two Sigma Investments
New York
– -$2.66M -28,810 Closed
BAMF
305
BI Asset Management Fondsmaeglerselskab
Denmark
– -$2.41M -26,068 Closed
HCMT
306
Highland Capital Management (Tennessee)
Tennessee
– -$2.02M -21,883 Closed
Asset Management One
307
Asset Management One
Japan
– -$1.86M -20,180 Closed
Jennison Associates
308
Jennison Associates
New York
– -$1.84M -19,927 Closed
WI
309
WBI Investments
New Jersey
– -$1.61M -17,490 Closed
BA
310
Bridgewater Associates
Connecticut
– -$1.55M -16,812 Closed
TCM
311
Tributary Capital Management
Nebraska
– -$1.54M -16,700 Closed
AFA
312
Abacus FCF Advisors
Florida
– -$1.51M -16,324 Closed
YMRC
313
Yorktown Management & Research Company
Virginia
– -$1.5M -16,300 Closed
SEC
314
Seven Eight Capital
New York
– -$1.42M -15,400 Closed
TI
315
Trexquant Investment
Connecticut
– -$1.42M -15,362 Closed
GCP
316
GSA Capital Partners
United Kingdom
– -$1.25M -13,589 Closed
Rafferty Asset Management
317
Rafferty Asset Management
New York
– -$1.21M -13,123 Closed
ACI
318
AMP Capital Investors
Australia
– -$1.07M -11,560 Closed
DTL
319
Dynamic Technology Lab
Singapore
– -$1.06M -11,479 Closed
CC
320
Cipher Capital
New York
– -$1.01M -10,972 Closed
Public Sector Pension Investment Board (PSP Investments)
321
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$756K -8,200 Closed
JG
322
Jefferies Group
New York
– -$719K -7,793 Closed
Loomis, Sayles & Company
323
Loomis, Sayles & Company
Massachusetts
– -$670K -7,257 Closed
SCM
324
Stevens Capital Management
Pennsylvania
– -$650K -7,045 Closed
PP
325
Paloma Partners
Connecticut
– -$637K -6,909 Closed
11 12
13
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