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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 %
SEIA
351
Signature Estate & Investment Advisors
California
– -$1.05M -19,357 Closed
Capital Fund Management (CFM)
352
Capital Fund Management (CFM)
France
– -$988K -18,156 Closed
Renaissance Technologies
353
Renaissance Technologies
New York
– -$876K -16,100 Closed
LCH
354
Lee Capital Holdings
New York
– -$827K -15,190 Closed
Connor, Clark & Lunn Investment Management (CC&L)
355
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$538K -9,880 Closed
Sumitomo Mitsui Trust Group
356
Sumitomo Mitsui Trust Group
Japan
– -$501K -9,207 Closed
RIM
357
Redwood Investment Management
Arizona
– -$499K -9,168 Closed
HW
358
Hancock Whitney
Mississippi
– -$474K -8,700 Closed
SO
359
STRS Ohio
Ohio
– -$457K -8,405 Closed
NAM
360
Nexpoint Asset Management
Texas
– -$435K -8,000 Closed
PIA
361
Piedmont Investment Advisors
North Carolina
– -$389K -7,143 Closed
OSIA
362
O'Shares Investment Advisers
Massachusetts
– -$354K -6,503 Closed
SM
363
Sciencast Management
New Jersey
– -$279K -5,651 Closed
Schroder Investment Management Group
364
Schroder Investment Management Group
United Kingdom
– -$248K -4,655 Closed
Walleye Trading
365
Walleye Trading
New York
– -$246K -4,526 Closed
GT
366
Greenleaf Trust
Michigan
– -$233K -4,276 Closed
IWM
367
IHT Wealth Management
Illinois
– -$203K -3,727 Closed
Simplex Trading
368
Simplex Trading
Illinois
– -$190K -3,506 Closed
CIM
369
Contravisory Investment Management
Massachusetts
– -$153K -2,805 Closed
Group One Trading
370
Group One Trading
Illinois
– -$150K -2,758 Closed
ASN
371
Advisory Services Network
Georgia
– -$118K -2,160 Closed
II
372
Inspire Investing
Idaho
– -$41K -750 Closed
PHK
373
Point72 Hong Kong
Hong Kong
– -$25K -458 Closed
GSWM
374
Golden State Wealth Management
California
– -$25K -454 Closed
PRC
375
Pearl River Capital
Michigan
– -$23K -416 Closed
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