LPL Financial
LPLA
341 hedge funds and large institutions have $6.03B invested in LPL Financial in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 99 increasing their positions, 123 reducing their positions, and 45 closing their positions.
98% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 45
48% more capital invested
Capital invested by funds: $4.08B → $6.03B (+$1.95B)
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
14% more funds holding
Funds holding: 298 → 341 (+43)
2.5% more ownership
Funds ownership: 95.04% → 97.54% (+2.5%)
19% less call options, than puts
Call options by funds: $13.1M | Put options by funds: $16.2M
20% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 123
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$196M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$61.4M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$51.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$40M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$39.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$79.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$73.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$43.7M |
| 4 |
JCM
Junto Capital Management
New York
|
-$39.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$36.4M |
LPLA Hedge Fund Activity: Q2 2020 in Review
341 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2020, worth a combined $6.03B — up 48% from $4.08B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new LPLA positions and 45 closed out — a net gain of 44 holders — while 99 added to existing stakes and 123 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $196M. The largest seller was Point72 Asset Management, cutting an estimated $79.4M.
- 341 institutional investors held LPL Financial (LPLA) as of Q2 2020, up from 298 in Q1 2020.
- Funds reported $6.03B of LPL Financial stock for Q2 2020, up 48% quarter-over-quarter.
- 89 funds opened new LPL Financial positions in Q2 2020 and 45 closed out, a net change of +44 holders.
- The largest LPL Financial buyer in Q2 2020 was Wellington Management Group, an estimated $196M added.
- The largest LPL Financial seller in Q2 2020 was Point72 Asset Management, an estimated $79.4M sold.
Based on aggregated 13F filings for Q2 2020.