LPLA icon

LPL Financial
LPLA

Overview Fund Activity

416 hedge funds and large institutions have $10.3B invested in LPL Financial in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 140 reducing their positions, and 39 closing their positions.

Holders
416
Holders Change
+21
Holders Change %
+5.32%
% of All Funds
7.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
63
Increased
155
Reduced
140
Closed
39
Calls
$35.8M
Puts
$6.99M
Net Calls
+$28.8M
Net Calls Change
+$29.9M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$147M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$52.1M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$81.6M
4
Macquarie Group
4
Macquarie Group
Australia
$42.5M
5
American Century Companies
5
American Century Companies
Missouri
$144M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$387M
2
FCIM
2
Fairview Capital Investment Management
California
$86.2M
3
Invesco
3
Invesco
Georgia
$272M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$958M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$97.5M +$3.49M +25,864 +4%
ACH
27
ArrowMark Colorado Holdings
Colorado
$93.7M -$42.4M -314,491 -31%
AIM
28
Artemis Investment Management
United Kingdom
$91.9M +$3.65M +26,982 +4%
IAM
29
Iridian Asset Management
Connecticut
$91.3M +$3.96M +29,359 +5%
FCIM
30
Fairview Capital Investment Management
California
$86.2M -$103M -765,983 -55%
Charles Schwab
31
Charles Schwab
California
$84.6M +$2.12M +15,711 +3%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$84.2M +$2.05M +15,168 +2%
ACM
33
Argent Capital Management
Missouri
$83.2M -$1.32M -9,780 -2%
MC
34
Maverick Capital
Texas
$83M -$32M -236,938 -28%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$81.6M +$51.3M +380,265 +170%
VNIM
36
Vaughan Nelson Investment Management
Texas
$74.3M -$43.5M -322,259 -37%
ECM
37
Engle Capital Management
Connecticut
$69.8M -$27.1M -201,000 -28%
JCM
38
Junto Capital Management
New York
$69.7M -$19.5M -144,145 -22%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$64.5M +$9.58M +70,980 +17%
RJA
40
Raymond James & Associates
Florida
$61M -$855K -6,337 -1%
Bank of America
41
Bank of America
North Carolina
$57.9M -$3.12M -23,137 -5%
Northern Trust
42
Northern Trust
Illinois
$55.4M +$1.22M +9,045 +2%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$55.1M +$2.69M +19,067 +5%
UBS AM
44
UBS AM
Illinois
$54M +$2.88M +21,359 +6%
EIP
45
Epoch Investment Partners
New York
$52.1M +$899K +6,663 +2%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$52.1M +$52.1M +385,929 New
MWA
47
Marshall Wace Asia
Hong Kong
$47.9M +$595K +4,405 +1%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$45.8M -$4.45M -32,988 -9%
Federated Hermes
49
Federated Hermes
Pennsylvania
$44.5M -$3.22M -23,860 -7%
Macquarie Group
50
Macquarie Group
Australia
$42.5M +$42.1M +311,697 +9,629%
1
2
3 4 5