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LPL Financial
LPLA

Overview Fund Activity

297 hedge funds and large institutions have $4.08B invested in LPL Financial in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-43
Holders Change %
-12.65%
% of All Funds
6.56%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
41
Increased
104
Reduced
114
Closed
81
Calls
$43.7M
Puts
$4.28M
Net Calls
+$39.4M
Net Calls Change
-$26.7M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$70.7M
2
CCP
2
Clarkston Capital Partners
Michigan
$118M
3
FCIM
3
Fairview Capital Investment Management
California
$112M
4
American Century Companies
4
American Century Companies
Missouri
$114M
5
Barclays
5
Barclays
United Kingdom
$29.5M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$17.2M
2
ECM
2
Engle Capital Management
Connecticut
$0
3
HCM
3
Highline Capital Management
New York
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$490M
5
Citadel Advisors
5
Citadel Advisors
Florida
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNIM
26
Vaughan Nelson Investment Management
Texas
$34.4M +$1.78M +32,685 +5%
WRF
27
Waddell & Reed Financial
Kansas
$33.6M -$2.45M -45,060 -7%
AllianceBernstein
28
AllianceBernstein
Tennessee
$33M +$13.6M +249,468 +70%
Charles Schwab
29
Charles Schwab
California
$31.7M +$784K +14,397 +3%
Citadel Advisors
30
Citadel Advisors
Florida
$30.6M -$31.8M -585,108 -51%
Barclays
31
Barclays
United Kingdom
$29.5M +$26.3M +482,938 +816%
Victory Capital Management
32
Victory Capital Management
Texas
$28.7M -$28.2M -518,478 -50%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$27.6M -$18.1M -333,378 -40%
SFM
34
Soros Fund Management
New York
$26M – – –
Bank of America
35
Bank of America
North Carolina
$24.6M -$2.08M -38,290 -8%
CTA
36
Carillon Tower Advisers
Florida
$24.5M -$2.27M -43,744 -8%
Northern Trust
37
Northern Trust
Illinois
$23.1M +$1.28M +23,595 +6%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$22.8M +$19M +349,164 +499%
AQR Capital Management
39
AQR Capital Management
Connecticut
$21.5M -$3.84M -70,561 -15%
Goldman Sachs
40
Goldman Sachs
New York
$19.4M +$3.39M +62,196 +21%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$18.8M +$1.58M +28,963 +9%
RJA
42
Raymond James & Associates
Florida
$18.2M +$2.49M +45,829 +16%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$17.6M -$25.9M -476,047 -60%
APG Asset Management
44
APG Asset Management
Netherlands
$17.2M -$57.8M -1,062,600 -77%
Wells Fargo
45
Wells Fargo
California
$17M -$1.09M -20,101 -6%
MWA
46
Marshall Wace Asia
Hong Kong
$15.5M +$15.5M +284,016 New
NMVA
47
New Mountain Vantage Advisers
New York
$15M +$3.46M +63,586 +30%
Man Group
48
Man Group
United Kingdom
$14M -$2.09M -38,350 -13%
PAM
49
Panagora Asset Management
Massachusetts
$13.9M +$309K +5,681 +2%
GC
50
Gillson Capital
Illinois
$13.2M +$8.71M +159,960 +193%
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