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LPL Financial
LPLA

Overview Fund Activity

371 hedge funds and large institutions have $8.07B invested in LPL Financial in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 32 closing their positions.

Holders
371
Holders Change
+46
Holders Change %
+14.15%
% of All Funds
6.58%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.27%
New
79
Increased
117
Reduced
126
Closed
32
Calls
$11.5M
Puts
$22.4M
Net Calls
-$11M
Net Calls Change
-$4.35M

Top Buyers

1
CTA
1
Carillon Tower Advisers
Florida
$116M
2
Wells Fargo
2
Wells Fargo
California
$110M
3
FCM
3
Frontier Capital Management
Massachusetts
$110M
4
ACL
4
Azora Capital LP
Florida
$71.4M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$55.7M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$132M
2
Invesco
2
Invesco
Georgia
$241M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$22.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$802M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
26
Marshall Wace Asia
Hong Kong
$83.5M -$7.68M -73,733 -8%
American Century Companies
27
American Century Companies
Missouri
$79.3M -$30.9M -296,033 -28%
Norges Bank
28
Norges Bank
Norway
$78.6M – – –
HVCM
29
HG Vora Capital Management
New York
$78.2M – – –
ECM
30
Engle Capital Management
Connecticut
$74M +$4.17M +40,000 +6%
ACL
31
Azora Capital LP
Florida
$71.4M +$71.4M +685,098 New
AIM
32
Artemis Investment Management
United Kingdom
$68.3M +$23.3M +223,546 +52%
ACM
33
Argent Capital Management
Missouri
$66.9M +$19.5M +186,650 +41%
EIP
34
Epoch Investment Partners
New York
$62.3M +$33.3M +319,607 +115%
Charles Schwab
35
Charles Schwab
California
$62.1M +$991K +9,504 +2%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$61.1M +$33M +316,726 +118%
Assenagon Asset Management
37
Assenagon Asset Management
Luxembourg
$55.7M +$55.7M +534,530 New
WRF
38
Waddell & Reed Financial
Kansas
$53.4M -$15.4M -148,084 -22%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$45.1M -$245K -2,350 -0.5%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$42.7M +$6.23M +59,773 +17%
Bank of America
41
Bank of America
North Carolina
$41.5M +$1.39M +13,328 +3%
Northern Trust
42
Northern Trust
Illinois
$40.1M +$680K +6,520 +2%
Federated Hermes
43
Federated Hermes
Pennsylvania
$36.5M -$324K -3,108 -0.9%
CIBC Asset Management
44
CIBC Asset Management
Ontario, Canada
$34.4M +$32.5M +311,943 +1,742%
William Blair Investment Management
45
William Blair Investment Management
Illinois
$33.1M +$2.46M +23,572 +8%
RJA
46
Raymond James & Associates
Florida
$32.2M -$1.48M -14,163 -4%
SGDR
47
SPX Gestao de Recursos
Brazil
$31.7M +$13M +124,416 +69%
Allianz Asset Management
48
Allianz Asset Management
Germany
$29.4M -$1.53M -14,660 -5%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$29.1M -$18M -173,080 -38%
PAM
50
Panagora Asset Management
Massachusetts
$28.7M +$1.26M +12,056 +5%
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