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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 %
KPW
326
Kore Private Wealth
New York
$3K – – –
EFSCE
327
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
EARNEST Partners
328
EARNEST Partners
Georgia
$2K – – –
VFA
329
Valeo Financial Advisors
Indiana
$2K – – –
IRAG
330
Investment Research & Advisory Group
Georgia
$2K – – –
SIM
331
Sonora Investment Management
Arizona
$2K +$2K +24 New
APA
332
American Portfolios Advisors
New York
$1.8K +$1.8K +23 New
GEA
333
Glen Eagle Advisors
New Jersey
$1.57K +$1.57K +20 New
SFS
334
Sowell Financial Services
Arkansas
$1K -$1.53K -26 -60%
GWM
335
Geneos Wealth Management
Colorado
$1K – – –
IFAM
336
Institutional & Family Asset Management
Colorado
$1K +$1K +14 New
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +18 New
WT
338
Washington Trust
Rhode Island
$1K +$1K +18 New
Balyasny Asset Management
339
Balyasny Asset Management
Illinois
– -$17.6M -323,138 Closed
PGM
340
Parian Global Management
New York
– -$7.47M -137,300 Closed
UCFA
341
United Capital Financial Advisors
Texas
– -$2.97M -54,641 Closed
MSE
342
MUFG Securities EMEA
United Kingdom
– -$2.34M -42,943 Closed
OAM
343
Origin Asset Management
United Kingdom
– -$1.93M -35,500 Closed
IP
344
Interval Partners
New York
– -$1.87M -34,386 Closed
AL
345
AJO LP
Pennsylvania
– -$1.7M -31,213 Closed
Franklin Resources
346
Franklin Resources
California
– -$1.56M -28,584 Closed
HIS
347
Horizon Investment Services
Indiana
– -$1.51M -27,741 Closed
CWM
348
CIBC World Markets
New York
– -$1.44M -26,500 Closed
LCM
349
Laurion Capital Management
New York
– -$1.31M -24,061 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
350
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.09M -20,100 Closed
12 13
14
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