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LPL Financial
LPLA

Overview Fund Activity

325 hedge funds and large institutions have $5.84B invested in LPL Financial in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 131 reducing their positions, and 53 closing their positions.

Holders
325
Holders Change
-15
Holders Change %
-4.41%
% of All Funds
6.57%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
39
Increased
113
Reduced
131
Closed
53
Calls
$8.09M
Puts
$14.7M
Net Calls
-$6.62M
Net Calls Change
-$3.54M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$457M
2
HVCM
2
HG Vora Capital Management
New York
$57.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$166M
4
ACM
4
Argent Capital Management
Missouri
$34.9M
5
EIP
5
Epoch Investment Partners
New York
$21.3M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$1.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$637M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$626M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$57.8M -$8.06M -105,063 -12%
HVCM
27
HG Vora Capital Management
New York
$57.5M +$57.5M +750,000 New
ECM
28
Engle Capital Management
Connecticut
$51.4M +$13M +170,000 +34%
WRF
29
Waddell & Reed Financial
Kansas
$50.6M -$3.5M -45,693 -6%
Charles Schwab
30
Charles Schwab
California
$44.9M -$490K -6,396 -1%
ACM
31
Argent Capital Management
Missouri
$34.9M +$33.4M +436,245 +2,293%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$34.7M +$9.11M +118,852 +36%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$33.4M -$28.8M -375,317 -46%
AIM
34
Artemis Investment Management
United Kingdom
$33M -$3.5M -45,596 -10%
Bank of America
35
Bank of America
North Carolina
$29.5M -$4.54M -59,156 -13%
Northern Trust
36
Northern Trust
Illinois
$29M -$1.18M -15,335 -4%
Federated Hermes
37
Federated Hermes
Pennsylvania
$27.1M +$2.1M +27,417 +8%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$26.6M +$16.1M +211,968 +153%
FCM
39
Frontier Capital Management
Massachusetts
$25.2M -$1.44M -18,758 -5%
RJA
40
Raymond James & Associates
Florida
$24.8M -$918K -11,970 -4%
SFM
41
Soros Fund Management
New York
$24.7M -$12M -156,675 -33%
Man Group
42
Man Group
United Kingdom
$24.3M +$5.54M +72,228 +30%
CTA
43
Carillon Tower Advisers
Florida
$23.7M -$23.5M -306,423 -50%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$23.2M +$588K +7,674 +3%
Wells Fargo
45
Wells Fargo
California
$23M -$711K -9,273 -3%
Allianz Asset Management
46
Allianz Asset Management
Germany
$22.8M +$6.13M +79,981 +37%
William Blair Investment Management
47
William Blair Investment Management
Illinois
$22.5M -$3.38M -44,134 -13%
EIP
48
Epoch Investment Partners
New York
$21.3M +$21.3M +278,120 New
TD Asset Management
49
TD Asset Management
Ontario, Canada
$20.6M +$20.6M +269,071 New
Goldman Sachs
50
Goldman Sachs
New York
$20.4M -$3.58M -46,645 -15%
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