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LPL Financial
LPLA

Overview Fund Activity

395 hedge funds and large institutions have $11B invested in LPL Financial in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+24
Holders Change %
+6.47%
% of All Funds
6.96%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
83
Increased
124
Reduced
141
Closed
55
Calls
$23.6M
Puts
$24.7M
Net Calls
-$1.11M
Net Calls Change
+$9.87M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$273M
2
Wells Fargo
2
Wells Fargo
California
$369M
3
MC
3
Maverick Capital
Texas
$121M
4
IAM
4
Iridian Asset Management
Connecticut
$92M
5
Victory Capital Management
5
Victory Capital Management
Texas
$99M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$547M
2
SC
2
Samlyn Capital
New York
$354M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$177M
4
MWA
4
Marshall Wace Asia
Hong Kong
$49.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
326
Smithfield Trust
Pennsylvania
$95K +$88.6K +625 +1,389%
TFGT
327
TS Financial Group (TSFG)
Illinois
$93K +$30.4K +214 +49%
HWMA
328
Heritage Wealth Management (Arizona)
Arizona
$90K +$90K +635 New
IA
329
IFP Advisors
Florida
$77K -$41.5K -294 -35%
HFM
330
Harvest Fund Management
China
$70K +$17.3K +122 +33%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
CAL
332
Capital Analysts LLC
Pennsylvania
$58K +$58K +410 New
GCM
333
Gables Capital Management
Florida
$57K +$12.5K +88 +28%
WAM
334
Wolverine Asset Management
Illinois
$55K +$55K +389 New
NICM
335
Neo Ivy Capital Management
New York
$51K +$51K +361 New
S
336
SignatureFD
Georgia
$50K -$7.04K -50 -12%
Skandinaviska Enskilda Banken (SEB)
337
Skandinaviska Enskilda Banken (SEB)
Sweden
$43K – – –
EP
338
Eudaimonia Partners
Tennessee
$43K – – –
GRP
339
Global Retirement Partners
California
$40K +$569 +4 +1%
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$37K -$4.03K -28 -10%
SIA
341
SkyView Investment Advisors
New Jersey
$37K +$26.2K +186 +242%
FAM
342
Fred Alger Management
New York
$30K +$30K +210 New
BCA
343
Berman Capital Advisors
Georgia
$29K – – –
AIC
344
Ameritas Investment Company
Nebraska
$28.6K +$28.6K +201 New
APWA
345
Atlas Private Wealth Advisors
New Jersey
$25K +$140 +1 +0.6%
BMD
346
Better Money Decisions
New Mexico
$25K +$25K +179 New
JGIA
347
Jackson Grant Investment Advisers
Connecticut
$24K +$24K +167 New
HNB
348
Huntington National Bank
Ohio
$22K -$12.1K -85 -35%
SWM
349
Spire Wealth Management
Virginia
$22K +$22K +154 New
QCG
350
Quadrant Capital Group
Ohio
$21K +$1.12K +8 +6%
12 13
14
15 16