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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$547M
2
SC
Samlyn Capital
New York
$354M
3
AllianceBernstein
AllianceBernstein
Tennessee
$177M
4
MWA
Marshall Wace Asia
Hong Kong
$49.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
351
First Horizon Advisors
Tennessee
$21K +$6.48K +46 +45%
CCM
352
Covington Capital Management
California
$19K – – –
MF
353
Manchester Financial
California
$19K +$5.22K +36 +38%
Rockefeller Capital Management
354
Rockefeller Capital Management
New York
$19K +$16.4K +116 +644%
PA
355
Parallel Advisors
California
$17K +$5.99K +43 +54%
LC
356
Lindbrook Capital
California
$13K +$584 +4 +5%
SPIA
357
Steward Partners Investment Advisory
New York
$12.1K – – –
IWP
358
IAG Wealth Partners
Wisconsin
$12K – – –
CFFP
359
Center for Financial Planning
Michigan
$11K – – –
PMFA
360
Plante Moran Financial Advisors
Michigan
$11K – – –
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$10K -$2.96K -21 -23%
FHC
362
First Horizon Corporation
Tennessee
$10K -$1.67K -12 -14%
VFA
363
Valeo Financial Advisors
Indiana
$10K – – –
FF
364
FourThought Financial
Florida
$9K +$9K +70 New
HI
365
Harbour Investments
Wisconsin
$8K +$8K +57 New
EI
366
Ellevest Inc
New York
$7K +$6.09K +40 +667%
WAP
367
Wealthcare Advisory Partners
Pennsylvania
$7K +$7K +50 New
TCWM
368
Total Clarity Wealth Management
Illinois
$7K +$7K +50 New
APA
369
American Portfolios Advisors
New York
$6.97K +$2.84K +20 +69%
Nisa Investment Advisors
370
Nisa Investment Advisors
Missouri
$6.13K +$6.01K +42,246 +4,694%
AssetMark Inc
371
AssetMark Inc
California
$6K -$3.3K -22 -35%
WT
372
Washington Trust
Rhode Island
$5K – – –
CTC
373
Central Trust Company
Missouri
$4K -$2.67K -20 -40%
RFA
374
Reilly Financial Advisors
California
$4K – – –
ACM
375
AUA Capital Management
Pennsylvania
$4K – – –
13 14
15
16 17