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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 %
QCM
326
Quantinno Capital Management
New York
– -$618K -6,697 Closed
OAM
327
Oxford Asset Management
United Kingdom
– -$573K -6,208 Closed
FHB
328
First Hawaiian Bank
Hawaii
– -$553K -5,998 Closed
QI
329
Qtron Investments
Massachusetts
– -$551K -5,974 Closed
ZCA
330
Zeke Capital Advisors
Pennsylvania
– -$551K -5,970 Closed
TCM
331
Teza Capital Management
Illinois
– -$505K -5,478 Closed
Massachusetts Financial Services
332
Massachusetts Financial Services
Massachusetts
– -$493K -5,344 Closed
EMG
333
Ellington Management Group
Connecticut
– -$470K -5,100 Closed
CCIA
334
Campbell & Co Investment Adviser
Maryland
– -$453K -4,908 Closed
SAM
335
Sawgrass Asset Management
Florida
– -$418K -4,530 Closed
AR
336
Advisory Research
Illinois
– -$375K -4,062 Closed
BAM
337
Blueshift Asset Management
New Jersey
– -$340K -3,681 Closed
OI
338
Oakbrook Investments
Illinois
– -$327K -3,550 Closed
Walleye Capital
339
Walleye Capital
New York
– -$325K -3,520 Closed
FAAS
340
First Allied Advisory Services
California
– -$321K -3,489 Closed
WAM
341
World Asset Management
Michigan
– -$308K -3,344 Closed
CA
342
Cetera Advisors
Colorado
– -$307K -3,322 Closed
PP
343
PDT Partners
New York
– -$298K -3,232 Closed
Coatue Management
344
Coatue Management
New York
– -$297K -3,223 Closed
QT
345
Quantamental Technologies
New York
– -$289K -3,131 Closed
Verition Fund Management
346
Verition Fund Management
Connecticut
– -$271K -2,941 Closed
HF
347
HRT Financial
New York
– -$269K -2,917 Closed
NWP
348
Northstar Wealth Partners
Connecticut
– -$266K -2,886 Closed
AWM
349
Alterna Wealth Management
Texas
– -$254K -2,758 Closed
QT
350
Quantbot Technologies
New York
– -$244K -2,650 Closed
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