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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 %
II
426
Inspire Investing
Idaho
– -$320K -3,074 Closed
SM
427
Sciencast Management
New Jersey
– -$336K -3,051 Closed
CC
428
Cipher Capital
New York
– -$317K -3,040 Closed
TF
429
Trek Financial
Arizona
– -$286K -2,748 Closed
TSS
430
Two Sigma Securities
New York
– -$280K -2,688 Closed
CCIA
431
Campbell & Co Investment Adviser
Maryland
– -$274K -2,630 Closed
Cerity Partners
432
Cerity Partners
New York
– -$270K -2,602 Closed
Verition Fund Management
433
Verition Fund Management
Connecticut
– -$262K -2,513 Closed
CA
434
Cetera Advisors
Colorado
– -$219K -2,105 Closed
IA
435
Inspire Advisors
Idaho
– -$133K -1,276 Closed
PWM
436
Perigon Wealth Management
California
– -$64K -610 Closed
CG
437
Cutler Group
California
– -$52K -500 Closed
T
438
TOBAM
France
– -$30K -284 Closed
PCA
439
Peddock Capital Advisors
Massachusetts
– -$13K -122 Closed
PWPS
440
Pinnacle Wealth Planning Services
Ohio
– -$9K -85 Closed
DAM
441
Delta Asset Management
Tennessee
– -$8K -78 Closed
ICP
442
Interchange Capital Partners
Pennsylvania
– -$7K -70 Closed
CCA
443
Childress Capital Advisors
Texas
– -$5K -44 Closed
SFS
444
Sowell Financial Services
Arkansas
– -$2K -17 Closed
VCG
445
Vantage Consulting Group
Virginia
– -$1K -9 Closed
RPWA
446
Regent Peak Wealth Advisors
Georgia
– -$1K -7 Closed
HGWM
447
Harvest Group Wealth Management
Massachusetts
– -$1K -5 Closed
14 15 16 17
18