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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 %
B
351
Barings
North Carolina
– -$241K -2,600 Closed
MS
352
Maven Securities
Jersey
– -$239K -2,582 Closed
Jane Street
353
Jane Street
New York
– -$236K -2,561 Closed
TC
354
TwinBeech Capital
New York
– -$234K -2,537 Closed
FCI
355
Financial Counselors Inc
Kansas
– -$231K -2,500 Closed
OLA
356
Oliver Luxxe Assets
New Jersey
– -$219K -2,369 Closed
M&T Bank
357
M&T Bank
New York
– -$216K -2,352 Closed
MC
358
Machina Capital
France
– -$214K -2,325 Closed
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$210K -2,279 Closed
LCOV
360
London Company of Virginia
Virginia
– -$209K -2,270 Closed
BAM
361
Belpointe Asset Management
Nevada
– -$204K -2,224 Closed
SG Americas Securities
362
SG Americas Securities
New York
– -$130K -1,414 Closed
PCM
363
Prelude Capital Management
New York
– -$81K -876 Closed
CM
364
Caption Management
Oklahoma
– -$37K -400 Closed
EP
365
Eudaimonia Partners
Tennessee
– -$28K -307 Closed
ACM
366
Allred Capital Management
Texas
– -$18.5K -200 Closed
HFM
367
Harvest Fund Management
China
– -$59K -166 Closed
RIA
368
Realta Investment Advisors
Delaware
– -$12K -133 Closed
WT
369
Whittier Trust
California
– -$5K -51 Closed
TCWM
370
Total Clarity Wealth Management
Illinois
– -$5K -50 Closed
JWA
371
JFS Wealth Advisors
Pennsylvania
– -$1K -10 Closed
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