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LPL Financial
LPLA

Overview Fund Activity

418 hedge funds and large institutions have $12B invested in LPL Financial in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 161 increasing their positions, 136 reducing their positions, and 48 closing their positions.

Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.34%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.3%
New
55
Increased
161
Reduced
136
Closed
48
Calls
$11.2M
Puts
$8.16M
Net Calls
+$3.01M
Net Calls Change
-$25.8M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$152M
2
Deutsche Bank
2
Deutsche Bank
Germany
$80.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$232M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$81.2M
5
JCM
5
Junto Capital Management
New York
$123M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$1.35M
3
HVCM
3
HG Vora Capital Management
New York
$125M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.08B
5
IAM
5
Iridian Asset Management
Connecticut
$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
26
Junto Capital Management
New York
$123M +$42.1M +268,465 +52%
Millennium Management
27
Millennium Management
New York
$120M +$5.54M +35,362 +5%
FPA
28
First Pacific Advisors
California
$114M -$11.1M -71,056 -9%
Norges Bank
29
Norges Bank
Norway
$114M -$6.76M -43,151 -6%
ACH
30
ArrowMark Colorado Holdings
Colorado
$113M +$4.69M +29,899 +4%
AIM
31
Artemis Investment Management
United Kingdom
$108M +$1.5M +9,595 +1%
Charles Schwab
32
Charles Schwab
California
$100M +$2.22M +14,170 +2%
FCIM
33
Fairview Capital Investment Management
California
$100M -$131K -834 -0.1%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$97.4M +$2.63M +16,746 +3%
ACM
35
Argent Capital Management
Missouri
$95.7M -$917K -5,847 -0.9%
VNIM
36
Vaughan Nelson Investment Management
Texas
$87.9M +$1.6M +10,200 +2%
ECM
37
Engle Capital Management
Connecticut
$87.8M +$6.74M +43,000 +8%
MC
38
Maverick Capital
Texas
$81.5M -$14.9M -95,324 -15%
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$81.2M +$51.6M +328,879 +174%
Deutsche Bank
40
Deutsche Bank
Germany
$80.5M +$56.4M +359,609 +234%
UBS AM
41
UBS AM
Illinois
$77.7M +$15M +95,673 +24%
IAM
42
Iridian Asset Management
Connecticut
$75.7M -$30.4M -193,627 -29%
MWA
43
Marshall Wace Asia
Hong Kong
$73.5M +$17.9M +114,288 +32%
RJA
44
Raymond James & Associates
Florida
$67.3M -$3.5M -22,340 -5%
Bank of America
45
Bank of America
North Carolina
$67.3M +$41.2K +263 +0.1%
EIP
46
Epoch Investment Partners
New York
$62.4M +$1.83M +11,678 +3%
Northern Trust
47
Northern Trust
Illinois
$61.6M -$2.74M -17,470 -4%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$60.9M -$259K -1,651 -0.4%
Federated Hermes
49
Federated Hermes
Pennsylvania
$50.5M -$1.17M -7,481 -2%
AII
50
AGF Investments Inc
Ontario, Canada
$50.5M +$16.2M +103,060 +47%
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