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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 %
LCOV
301
London Company of Virginia
Virginia
$306K – – –
IRF
302
IBM Retirement Fund
New York
$304K -$55.4K -410 -15%
M&T Bank
303
M&T Bank
New York
$303K +$1.08K +8 +0.4%
ZCA
304
Zeke Capital Advisors
Pennsylvania
$302K +$539 +4 +0.2%
IWA
305
Intercontinental Wealth Advisors
Texas
$298K +$53.5K +396 +22%
BMSSC
306
B. Metzler seel. Sohn & Co
Germany
$295K -$17.4K -129 -6%
NFG
307
Next Financial Group
Texas
$294K +$184K +1,360 +166%
CAN
308
Cetera Advisor Networks
California
$293K +$293K +2,174 New
AA
309
ALPS Advisors
Colorado
$291K +$291K +2,155 New
WG
310
Winton Group
United Kingdom
$288K -$297K -2,200 -51%
QI
311
Qtron Investments
Massachusetts
$287K – – –
Baird Financial Group
312
Baird Financial Group
Wisconsin
$283K -$10.1K -75 -3%
WCM
313
Wedge Capital Management
North Carolina
$282K -$55.2K -409 -16%
Parallax Volatility Advisers
314
Parallax Volatility Advisers
California
$282K +$282K +2,091 New
MCM
315
MAI Capital Management
Ohio
$281K +$50.8K +376 +22%
AA
316
ACT Advisors
North Carolina
$274K – – –
WAM
317
World Asset Management
Michigan
$271K -$25.6K -190 -9%
HAG
318
HighPoint Advisor Group
Illinois
$271K – – –
WWM
319
WJ Wealth Management
Arizona
$270K – – –
QIM
320
Quantitative Investment Management
Virginia
$270K +$270K +2,007 New
GAM
321
Gotham Asset Management
New York
$260K +$3.65K +27 +1%
MGIA
322
Moneta Group Investment Advisors
Missouri
$259K +$259K +1,919 New
SIM
323
SSI Investment Management
California
$256K -$939 -7 -0.4%
ASN
324
Advisory Services Network
Georgia
$250K -$40.5K -300 -14%
Franklin Resources
325
Franklin Resources
California
$240K +$42.8K +317 +22%
11 12
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