LPL Financial
LPLA
417 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, 141 reducing their positions, and 39 closing their positions.
412% more call options, than puts
Call options by funds: $35.8M | Put options by funds: $6.99M
62% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 39
5% more funds holding
Funds holding: 396 → 417 (+21)
10% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 141
1.94% less ownership
Funds ownership: 97.04% → 95.1% (-1.9%)
7% less capital invested
Capital invested by funds: $11B → $10.3B (-$765M)
31% less funds holding in top 10
Funds holding in top 10: 16 → 11 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$158M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$56.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$55.3M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$45.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$44.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$143M |
| 2 |
FCIM
Fairview Capital Investment Management
Greenbrae,
California
|
-$111M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$98.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$88.6M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$46.9M |
LPLA Hedge Fund Activity: Q2 2021 in Review
417 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2021, worth a combined $10.3B — down 6.9% from $11B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new LPLA positions and 39 closed out — a net gain of 24 holders — while 155 added to existing stakes and 141 trimmed.
The largest buyer was Artisan Partners, opening a new position worth an estimated $158M. The largest seller was Wellington Management Group, cutting an estimated $143M.
- 417 institutional investors held LPL Financial (LPLA) as of Q2 2021, up from 396 in Q1 2021.
- Funds reported $10.3B of LPL Financial stock for Q2 2021, down 6.9% quarter-over-quarter.
- 63 funds opened new LPL Financial positions in Q2 2021 and 39 closed out, a net change of +24 holders.
- The largest LPL Financial buyer in Q2 2021 was Artisan Partners, an estimated $158M added.
- The largest LPL Financial seller in Q2 2021 was Wellington Management Group, an estimated $143M sold.
Based on aggregated 13F filings for Q2 2021.