LPLA icon

LPL Financial
LPLA

Overview Fund Activity

395 hedge funds and large institutions have $11B invested in LPL Financial in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 55 closing their positions.

Holders
395
Holders Change
+24
Holders Change %
+6.47%
% of All Funds
6.96%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
83
Increased
124
Reduced
141
Closed
55
Calls
$23.6M
Puts
$24.7M
Net Calls
-$1.11M
Net Calls Change
+$9.87M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$273M
2
Wells Fargo
2
Wells Fargo
California
$369M
3
MC
3
Maverick Capital
Texas
$121M
4
IAM
4
Iridian Asset Management
Connecticut
$92M
5
Victory Capital Management
5
Victory Capital Management
Texas
$99M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$547M
2
SC
2
Samlyn Capital
New York
$354M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$177M
4
MWA
4
Marshall Wace Asia
Hong Kong
$49.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$108M -$136K -954 -0.1%
Norges Bank
27
Norges Bank
Norway
$107M – – –
ECM
28
Engle Capital Management
Connecticut
$102M +$1.14M +8,000 +1%
Victory Capital Management
29
Victory Capital Management
Texas
$99M +$74M +520,305 +296%
JCM
30
Junto Capital Management
New York
$93.9M -$56.4M -396,726 -38%
AIM
31
Artemis Investment Management
United Kingdom
$92.8M -$157K -1,104 -0.2%
IAM
32
Iridian Asset Management
Connecticut
$92M +$92M +646,917 New
ACM
33
Argent Capital Management
Missouri
$89M -$2.27M -15,994 -2%
Charles Schwab
34
Charles Schwab
California
$86.8M +$2.17M +15,230 +3%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$86.5M -$56.5M -397,217 -39%
WRF
36
Waddell & Reed Financial
Kansas
$72M -$800K -5,627 -1%
Millennium Management
37
Millennium Management
New York
$67.1M +$49.5M +348,361 +281%
RJA
38
Raymond James & Associates
Florida
$65.1M +$21.2M +148,828 +48%
Bank of America
39
Bank of America
North Carolina
$64.3M +$7.7M +54,174 +14%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$57.8M -$3.68M -25,897 -6%
Northern Trust
41
Northern Trust
Illinois
$57.1M +$2.46M +17,286 +4%
EIP
42
Epoch Investment Partners
New York
$53.9M -$31M -218,235 -37%
UBS AM
43
UBS AM
Illinois
$53.8M +$31.9M +224,047 +145%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$52.9M -$5.36M -37,717 -9%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$52.8M -$30.5M -214,409 -37%
ACL
46
Azora Capital LP
Florida
$51.2M -$46.2M -324,639 -47%
Federated Hermes
47
Federated Hermes
Pennsylvania
$50.3M +$517K +3,638 +1%
MWA
48
Marshall Wace Asia
Hong Kong
$49.8M -$64.1M -451,046 -56%
William Blair Investment Management
49
William Blair Investment Management
Illinois
$49.1M +$3.93M +27,679 +9%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$46.9M +$46.9M +329,836 New
1
2
3 4 5