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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
1
Kayne Anderson Rudnick Investment Management
California
$273M
2
Wells Fargo
2
Wells Fargo
California
$369M
3
MC
3
Maverick Capital
Texas
$121M
4
IAM
4
Iridian Asset Management
Connecticut
$92M
5
Victory Capital Management
5
Victory Capital Management
Texas
$99M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$547M
2
SC
2
Samlyn Capital
New York
$354M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$177M
4
MWA
4
Marshall Wace Asia
Hong Kong
$49.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
376
EARNEST Partners
Georgia
$4K – – –
WWM
377
Wolff Wiese Magana
California
$4K +$4K +27 New
CWP
378
Concord Wealth Partners
Virginia
$3K – – –
IRAG
379
Investment Research & Advisory Group
Georgia
$3K – – –
JPLA
380
Joseph P. Lucia & Associates
New York
$3K +$3K +18 New
SCA
381
Stuart Chaussee & Associates
California
$3K +$3K +19 New
Twin Tree Management
382
Twin Tree Management
Texas
$3K +$3K +22 New
TJHA
383
Thomas J. Herzfeld Advisors
Florida
$3K +$3K +23 New
GEA
384
Glen Eagle Advisors
New Jersey
$2.84K – – –
IFAM
385
Institutional & Family Asset Management
Colorado
$2K -$1.2K -9 -38%
CA
386
Clearstead Advisors
Ohio
$2K +$2K +13 New
PFGIA
387
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$143 -1 -13%
Group One Trading
388
Group One Trading
Illinois
$1K – – –
GWS
389
Glassman Wealth Services
Virginia
$1K +$250 +1 +33%
MWP
390
Meridian Wealth Partners
Pennsylvania
$1K +$1K +4 New
SIS
391
Sound Income Strategies
Florida
$995 – – –
BBHC
392
Brown Brothers Harriman & Co
New York
$794 +$12 +86 +2%
AIG
393
American International Group
New York
$143 -$13 -89 -8%
FGAM
394
Financial Gravity Asset Management
Texas
$67 – -1 Closed
Assenagon Asset Management
395
Assenagon Asset Management
Luxembourg
– -$55.7M -534,530 Closed
Arrowstreet Capital
396
Arrowstreet Capital
Massachusetts
– -$29.1M -279,053 Closed
PGM
397
Parian Global Management
New York
– -$13.5M -130,000 Closed
GC
398
Gillson Capital
Illinois
– -$7.22M -69,267 Closed
Renaissance Technologies
399
Renaissance Technologies
New York
– -$6.85M -65,700 Closed
Balyasny Asset Management
400
Balyasny Asset Management
Illinois
– -$5.71M -54,751 Closed
14 15
16
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