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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 %
GEA
401
Glen Eagle Advisors
New Jersey
$2.7K – – –
GWM
402
Geneos Wealth Management
Colorado
$2K -$85.9K -902 -98%
JPLA
403
Joseph P. Lucia & Associates
New York
$2K – – –
IFAM
404
Institutional & Family Asset Management
Colorado
$2K – – –
GWSG
405
GPS Wealth Strategies Group
Colorado
$2K +$1.54K +10 +333%
CI
406
CX Institutional
Indiana
$2K +$2K +12 New
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +12 New
LF
408
Lee Financial
Texas
$2K +$2K +13 New
LWCFA
409
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2K +14 New
PP
410
Pacifica Partners
Canada
$2K +$2K +14 New
MF
411
Magnetar Financial
Illinois
$1.59K +$1.59K +11,761 New
PFGIA
412
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$167 -1 -14%
Group One Trading
413
Group One Trading
Illinois
$1K – – –
GWS
414
Glassman Wealth Services
Virginia
$1K – – –
SIS
415
Sound Income Strategies
Florida
$1K – – –
BBHC
416
Brown Brothers Harriman & Co
New York
$699 -$55 -410 -7%
AIG
417
American International Group
New York
$227 +$92 +678 +68%
MSL
418
Mackay Shields LLC
New York
– -$10M -70,393 Closed
Hudson Bay Capital Management
419
Hudson Bay Capital Management
Connecticut
– -$9.95M -70,000 Closed
Tudor Investment Corp
420
Tudor Investment Corp
Connecticut
– -$3.19M -22,444 Closed
EI
421
EAM Investors
California
– -$3.01M -21,179 Closed
BC
422
Brookfield Corp
Ontario, Canada
– -$2.75M -19,371 Closed
IUHSA
423
Itau Unibanco Holding S.A.
Brazil
– -$2.03M -14,300 Closed
CG
424
Castellan Group
Kentucky
– -$1.77M -12,420 Closed
SF
425
Symphony Financial
Texas
– -$1.52M -10,610 Closed
15 16
17
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