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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 %
LCH
426
Lee Capital Holdings
New York
– -$1.05M -7,415 Closed
SC
427
Saltoro Capital
Texas
– -$768K -5,400 Closed
VF
428
Virtu Financial
New York
– -$549K -3,863 Closed
Walleye Trading
429
Walleye Trading
New York
– -$473K -3,328 Closed
Acadian Asset Management
430
Acadian Asset Management
Massachusetts
– -$448K -3,146 Closed
FMBTD
431
First Midwest Bank Trust Division
Illinois
– -$376K -2,642 Closed
HF
432
HRT Financial
New York
– -$371K -2,615 Closed
CANY
433
Caxton Associates (New York)
New York
– -$295K -2,078 Closed
MAM
434
Martingale Asset Management
Massachusetts
– -$260K -1,825 Closed
BCM
435
BTC Capital Management
Iowa
– -$234K -1,653 Closed
SOADOR
436
State of Alaska Department of Revenue
Alaska
– -$221K -1,556 Closed
GDP
437
Great Diamond Partners
Maine
– -$208K -1,470 Closed
DWT
438
Dorsey & Whitney Trust
South Dakota
– -$205K -1,443 Closed
SWMG
439
Sanchez Wealth Management Group
Florida
– -$202K -1,420 Closed
WA
440
Wealth Alliance
New York
– -$200K -1,408 Closed
UFF
441
USA Financial Formulas
Michigan
– -$117K -825 Closed
BAM
442
Belpointe Asset Management
Nevada
– -$100K -700 Closed
WAM
443
Wolverine Asset Management
Illinois
– -$55K -389 Closed
Skandinaviska Enskilda Banken (SEB)
444
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$43K -300 Closed
EP
445
Eudaimonia Partners
Tennessee
– -$43K -300 Closed
AIC
446
Ameritas Investment Company
Nebraska
– -$28.6K -201 Closed
MF
447
Manchester Financial
California
– -$19K -131 Closed
CFFP
448
Center for Financial Planning
Michigan
– -$11K -78 Closed
VFA
449
Valeo Financial Advisors
Indiana
– -$10K -68 Closed
WAP
450
Wealthcare Advisory Partners
Pennsylvania
– -$7K -50 Closed
15 16 17
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