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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 %
FC
401
Full18 Capital
Connecticut
– -$5.21M -49,967 Closed
PMAM
402
Picton Mahoney Asset Management
Ontario, Canada
– -$4.5M -43,179 Closed
PI
403
Putnam Investments
Massachusetts
– -$4.18M -40,095 Closed
GTCM
404
Gyon Technologies Capital Management
New Jersey
– -$3.86M -36,997 Closed
CCM
405
Callodine Capital Management
Massachusetts
– -$2.08M -20,000 Closed
VIA
406
Vident Investment Advisory
Georgia
– -$2.01M -19,305 Closed
QSS
407
Quantitative Systematic Strategies
Florida
– -$1.83M -17,541 Closed
Mackenzie Financial
408
Mackenzie Financial
Ontario, Canada
– -$1.51M -14,529 Closed
MFS
409
Mirabella Financial Services
United Kingdom
– -$1.4M -13,391 Closed
Two Sigma Investments
410
Two Sigma Investments
New York
– -$1.18M -11,313 Closed
PAM
411
Premier Asset Management
Illinois
– -$991K -9,506 Closed
RIM
412
Redwood Investment Management
Arizona
– -$979K -9,396 Closed
CIA
413
CSat Investment Advisory
Michigan
– -$791K -7,594 Closed
Asset Management One
414
Asset Management One
Japan
– -$758K -7,289 Closed
New York State Teachers Retirement System (NYSTRS)
415
New York State Teachers Retirement System (NYSTRS)
New York
– -$698K -6,700 Closed
MSE
416
MUFG Securities EMEA
United Kingdom
– -$625K -6,000 Closed
GT
417
Glenmede Trust
Pennsylvania
– -$575K -5,528 Closed
HIM
418
Hillsdale Investment Management
Ontario, Canada
– -$574K -5,500 Closed
CC
419
Centiva Capital
New York
– -$555K -5,322 Closed
AA
420
ALPS Advisors
Colorado
– -$507K -4,865 Closed
FC
421
FORA Capital
Florida
– -$456K -4,371 Closed
BIM
422
Bogle Investment Management
Massachusetts
– -$451K -4,331 Closed
PRC
423
Pearl River Capital
Michigan
– -$398K -3,819 Closed
QC
424
Quadrature Capital
United Kingdom
– -$377K -3,622 Closed
CM
425
Caption Management
Oklahoma
– -$354K -3,400 Closed
14 15 16
17
18