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LPL Financial
LPLA

Overview Fund Activity

340 hedge funds and large institutions have $6.02B invested in LPL Financial in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 99 increasing their positions, 122 reducing their positions, and 45 closing their positions.

Holders
340
Holders Change
+43
Holders Change %
+14.48%
% of All Funds
6.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
89
Increased
99
Reduced
122
Closed
45
Calls
$13.1M
Puts
$16.2M
Net Calls
-$3.08M
Net Calls Change
-$42.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$230M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$120M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$63.2M
4
Invesco
4
Invesco
Georgia
$232M
5
Deutsche Bank
5
Deutsche Bank
Germany
$100M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$8.63M
2
American Century Companies
2
American Century Companies
Missouri
$78.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$114M
4
JCM
4
Junto Capital Management
New York
$50M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$63.2M 806,128 +771,010 +2,195%
MWA
27
Marshall Wace Asia
Hong Kong
$57M 727,235 +443,219 +156%
WRF
28
Waddell & Reed Financial
Kansas
$55.3M 705,814 +89,402 +15%
JCM
29
Junto Capital Management
New York
$50M 638,152 -589,221 -48%
CTA
30
Carillon Tower Advisers
Florida
$48.3M 615,977 +144,111 +31%
Charles Schwab
31
Charles Schwab
California
$46.5M 592,498 +10,691 +2%
ECM
32
Engle Capital Management
Connecticut
$39.2M 500,000 +500,000 New
Holocene Advisors
33
Holocene Advisors
New York
$38.1M 485,575 +485,575 New
SFM
34
Soros Fund Management
New York
$37.5M 478,222 – –
AIM
35
Artemis Investment Management
United Kingdom
$37.4M 476,310 +194,262 +69%
Prudential Financial
36
Prudential Financial
New Jersey
$35.9M 458,086 +339,102 +285%
Bank of America
37
Bank of America
North Carolina
$34.8M 443,708 -7,356 -2%
Northern Trust
38
Northern Trust
Illinois
$30.8M 393,088 -31,282 -7%
FCM
39
Frontier Capital Management
Massachusetts
$27.2M 346,986 -533,724 -61%
William Blair Investment Management
40
William Blair Investment Management
Illinois
$26.5M 337,955 +337,955 New
RJA
41
Raymond James & Associates
Florida
$26.3M 335,329 +1,753 +0.5%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$26.1M 333,281 -173,420 -34%
Millennium Management
43
Millennium Management
New York
$26M 332,216 +213,644 +180%
Federated Hermes
44
Federated Hermes
Pennsylvania
$25.5M 325,609 +130,480 +67%
Goldman Sachs
45
Goldman Sachs
New York
$24.5M 312,097 -44,057 -12%
Wells Fargo
46
Wells Fargo
California
$24.3M 309,879 -1,616 -0.5%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$23.2M 295,316 -50,813 -15%
PAM
48
Panagora Asset Management
Massachusetts
$20.2M 257,442 +2,780 +1%
Man Group
49
Man Group
United Kingdom
$19.2M 244,519 -12,835 -5%
Marshall Wace
50
Marshall Wace
United Kingdom
$17.6M 224,378 +179,435 +399%
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