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LPL Financial
LPLA

Overview Fund Activity

371 hedge funds and large institutions have $8.07B invested in LPL Financial in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+46
Holders Change %
+14.15%
% of All Funds
6.58%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.27%
New
79
Increased
117
Reduced
126
Closed
32
Calls
$11.5M
Puts
$22.4M
Net Calls
-$11M
Net Calls Change
-$4.35M

Top Buyers

1
CTA
1
Carillon Tower Advisers
Florida
$116M
2
Wells Fargo
2
Wells Fargo
California
$110M
3
FCM
3
Frontier Capital Management
Massachusetts
$110M
4
ACL
4
Azora Capital LP
Florida
$71.4M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$55.7M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$132M
2
Invesco
2
Invesco
Georgia
$241M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$22.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$802M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
301
Inspire Advisors
Idaho
$133K +$133K +1,276 New
Point72 Asset Management
302
Point72 Asset Management
Connecticut
$125K +$125K +1,200 New
CFGS
303
Concourse Financial Group Securities
Alabama
$120K +$7.22K +69 +6%
SBSB
304
Sullivan, Bruyette, Speros & Blaney
Virginia
$106K +$106K +1,017 New
Nisa Investment Advisors
305
Nisa Investment Advisors
Missouri
$94K +$94K +900 New
IA
306
IFP Advisors
Florida
$87K -$10.4K -100 -11%
JCM
307
Jacobi Capital Management
Pennsylvania
$82K – – –
SAI
308
Systematic Alpha Investments
New Jersey
$79K +$79K +759 New
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
PWM
310
Perigon Wealth Management
California
$64K +$64K +610 New
CG
311
Cutler Group
California
$52K +$52K +500 New
TFGT
312
TS Financial Group (TSFG)
Illinois
$46K +$104 +1 +0.2%
S
313
SignatureFD
Georgia
$42K +$1.35K +13 +3%
HFM
314
Harvest Fund Management
China
$38K +$18K +176 +90%
GCM
315
Gables Capital Management
Florida
$33K – – –
Skandinaviska Enskilda Banken (SEB)
316
Skandinaviska Enskilda Banken (SEB)
Sweden
$31K -$517K -5,000 -94%
EP
317
Eudaimonia Partners
Tennessee
$31K – – –
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$30K -$266K -2,530 -90%
T
319
TOBAM
France
$30K +$30K +284 New
GRP
320
Global Retirement Partners
California
$29K +$4.71K +45 +19%
CAAS
321
Capital Asset Advisory Services
Michigan
$28K +$28K +267 New
HNB
322
Huntington National Bank
Ohio
$25K -$208 -2 -0.8%
BCA
323
Berman Capital Advisors
Georgia
$21K +$710 +7 +4%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$20K +$7.24K +67 +57%
APWA
325
Atlas Private Wealth Advisors
New Jersey
$18K – – –
11 12
13
14 15