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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 %
IA
351
IFP Advisors
Florida
$87K +$13.5K +100 +18%
FAM
352
Fred Alger Management
New York
$69K +$40.7K +302 +144%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
SSB
354
Sandy Spring Bank
Maryland
$65K +$65K +481 New
DFCM
355
Dark Forest Capital Management
Puerto Rico
$64K +$64K +476 New
CAL
356
Capital Analysts LLC
Pennsylvania
$61K +$6.03K +45 +11%
BCA
357
Berman Capital Advisors
Georgia
$55K +$27.4K +206 +100%
GCM
358
Gables Capital Management
Florida
$54K – – –
EAM
359
Exos Asset Management
New York
$53K +$53K +393 New
S
360
SignatureFD
Georgia
$48K – – –
GRP
361
Global Retirement Partners
California
$39K +$682 +5 +2%
SIA
362
SkyView Investment Advisors
New Jersey
$37K – – –
HFM
363
Harvest Fund Management
China
$35K -$32.9K -239 -48%
MAM
364
Meeder Asset Management
Ohio
$28K +$28K +209 New
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$25K -$9.73K -72 -28%
APWA
366
Atlas Private Wealth Advisors
New Jersey
$24K – – –
BMD
367
Better Money Decisions
New Mexico
$24K – – –
JGIA
368
Jackson Grant Investment Advisers
Connecticut
$24K +$1.86K +14 +8%
BEI
369
Benjamin Edwards Inc
Missouri
$22K +$22K +161 New
HNB
370
Huntington National Bank
Ohio
$21K – – –
QCG
371
Quadrant Capital Group
Ohio
$21K +$808 +6 +4%
PA
372
Parallel Advisors
California
$20K +$3.4K +25 +20%
FHA
373
First Horizon Advisors
Tennessee
$18K -$1.16K -9 -6%
CCM
374
Covington Capital Management
California
$18K – – –
SWM
375
Spire Wealth Management
Virginia
$17K -$3.78K -28 -18%
13 14
15
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