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LPL Financial
LPLA

Overview Fund Activity

418 hedge funds and large institutions have $12B invested in LPL Financial in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 161 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.34%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.3%
New
55
Increased
161
Reduced
136
Closed
48
Calls
$11.2M
Puts
$8.16M
Net Calls
+$3.01M
Net Calls Change
-$25.8M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$152M
2
Deutsche Bank
Deutsche Bank
Germany
$80.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$232M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$81.2M
5
JCM
Junto Capital Management
New York
$123M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$1.35M
3
HVCM
HG Vora Capital Management
New York
$125M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.08B
5
IAM
Iridian Asset Management
Connecticut
$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
426
Nomura Asset Management
Japan
– -$4.76M -35,244 Closed
YCMGA
427
York Capital Management Global Advisors
New York
– -$3.89M -28,819 Closed
APG Asset Management
428
APG Asset Management
Netherlands
– -$2.96M -26,013 Closed
BAMF
429
BI Asset Management Fondsmaeglerselskab
Denmark
– -$2.89M -21,418 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
430
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.72M -20,149 Closed
Axa
431
Axa
France
– -$2.57M -19,000 Closed
QC
432
Quadrature Capital
United Kingdom
– -$1.99M -14,738 Closed
DF
433
Donoghue Forlines
Massachusetts
– -$1.65M -12,251 Closed
MF
434
Magnetar Financial
Illinois
– -$1.59K -11,761 Closed
DTL
435
Dynamic Technology Lab
Singapore
– -$1.56M -11,570 Closed
CCIA
436
Campbell & Co Investment Adviser
Maryland
– -$956K -7,080 Closed
TCM
437
Teza Capital Management
Illinois
– -$933K -6,912 Closed
PP
438
PDT Partners
New York
– -$931K -6,900 Closed
PHK
439
Point72 Hong Kong
Hong Kong
– -$854K -6,324 Closed
CC
440
Centiva Capital
New York
– -$794K -5,884 Closed
SIM
441
SummerHaven Investment Management
Connecticut
– -$750K -5,559 Closed
TC
442
TwinBeech Capital
New York
– -$745K -5,518 Closed
KAS
443
Kemnay Advisory Services
New York
– -$741K -5,486 Closed
PCM
444
Prelude Capital Management
New York
– -$726K -5,377 Closed
QT
445
Quantbot Technologies
New York
– -$708K -5,248 Closed
BAM
446
Blueshift Asset Management
New Jersey
– -$691K -5,119 Closed
SM
447
Sciencast Management
New Jersey
– -$647K -4,737 Closed
ESCM
448
Echo Street Capital Management
New York
– -$548K -4,062 Closed
TI
449
Trexquant Investment
Connecticut
– -$464K -3,434 Closed
QT
450
Quantamental Technologies
New York
– -$459K -3,402 Closed
15 16 17
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