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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
Wellington Management Group
Massachusetts
$230M
2
AllianceBernstein
AllianceBernstein
Tennessee
$120M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$63.2M
4
Invesco
Invesco
Georgia
$232M
5
Deutsche Bank
Deutsche Bank
Germany
$100M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.63M
2
American Century Companies
American Century Companies
Missouri
$78.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$114M
4
JCM
Junto Capital Management
New York
$50M
5
Citadel Advisors
Citadel Advisors
Florida
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
301
CSat Investment Advisory
Michigan
$17K -$7.36K -94 -30%
CWM
302
Campbell Wealth Management
Virginia
$16K +$16K +206 New
QI
303
QS Investors
New York
$14K – – –
GRP
304
Global Retirement Partners
California
$14K +$1.75K +22 +14%
APWA
305
Atlas Private Wealth Advisors
New Jersey
$14K +$14K +176 New
BCA
306
Berman Capital Advisors
Georgia
$12K +$10.4K +141 +641%
QCG
307
Quadrant Capital Group
Ohio
$11K +$232 +3 +2%
CCM
308
Covington Capital Management
California
$10K – – –
CFG
309
Citizens Financial Group
Rhode Island
$9K -$6.18K -81 -41%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$9K -$769 -10 -8%
PFBT
311
Parkside Financial Bank & Trust
Missouri
$9K +$9K +111 New
CI
312
CX Institutional
Indiana
$8K – – –
MF
313
Manchester Financial
California
$7K – – –
SPIA
314
Steward Partners Investment Advisory
New York
$7K – – –
IWP
315
IAG Wealth Partners
Wisconsin
$7K – – –
LC
316
Lindbrook Capital
California
$7K +$7K +85 New
CAN
317
Cetera Advisor Networks
California
$7K +$7K +85 New
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$7K +$7K +92 New
CFFP
319
Center for Financial Planning
Michigan
$6K -$10.8K -141 -64%
DAM
320
Delta Asset Management
Tennessee
$6K – – –
PA
321
Parallel Advisors
California
$6K +$3.8K +50 +172%
CTC
322
Central Trust Company
Missouri
$5K +$5K +70 New
AssetMark Inc
323
AssetMark Inc
California
$4K -$107K -1,256 -96%
ST
324
Smithfield Trust
Pennsylvania
$4K +$4K +45 New
TRCT
325
Tower Research Capital (TRC)
New York
$3K -$293K -3,510 -99%
11 12
13
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