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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 %
MA
326
MONECO Advisors
Connecticut
$233K +$6.76K +50 +3%
Ensign Peak Advisors
327
Ensign Peak Advisors
Utah
$229K -$475K -3,515 -67%
GT
328
Greenleaf Trust
Michigan
$225K – – –
FNBOO
329
First National Bank of Omaha
Nebraska
$221K – – –
PAS
330
Park Avenue Securities
New York
$218K +$218K +1,614 New
Manulife (Manufacturers Life Insurance)
331
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$216K -$12.2K -90 -5%
Fayez Sarofim & Co
332
Fayez Sarofim & Co
Texas
$216K – – –
HighTower Advisors
333
HighTower Advisors
Illinois
$214K +$16.7K +122 +8%
EI
334
Ethic Inc
New York
$213K +$213K +1,577 New
PCG
335
Private Capital Group
Connecticut
$192K -$9.47K -70 -5%
CFGS
336
Concourse Financial Group Securities
Alabama
$152K -$6.63K -49 -4%
HWMA
337
Heritage Wealth Management (Arizona)
Arizona
$148K +$62.3K +461 +73%
Creative Planning
338
Creative Planning
Kansas
$137K +$137K +1,017 New
FGAM
339
Financial Gravity Asset Management
Texas
$135K -$67 – –
Schroder Investment Management Group
340
Schroder Investment Management Group
United Kingdom
$132K +$132K +976 New
JCM
341
Jacobi Capital Management
Pennsylvania
$127K +$19K +141 +18%
Twin Tree Management
342
Twin Tree Management
Texas
$115K +$112K +833 +3,786%
SAI
343
Systematic Alpha Investments
New Jersey
$110K +$145 +1 +0.1%
Canada Pension Plan Investment Board
344
Canada Pension Plan Investment Board
Ontario, Canada
$106K +$106K +785 New
NICM
345
Neo Ivy Capital Management
New York
$102K +$53.2K +394 +109%
GKIM
346
GW&K Investment Management
Massachusetts
$94K +$94K +700 New
SOW
347
State of Wyoming
Wyoming
$92K +$92K +678 New
GLLW
348
Graves Light Lenhart Wealth
Virginia
$91K – – –
ST
349
Smithfield Trust
Pennsylvania
$90K – – –
TFGT
350
TS Financial Group (TSFG)
Illinois
$89K +$136 +1 +0.2%
12 13
14
15 16