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LPL Financial
LPLA

Overview Fund Activity

297 hedge funds and large institutions have $4.08B invested in LPL Financial in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-43
Holders Change %
-12.65%
% of All Funds
6.56%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
41
Increased
104
Reduced
114
Closed
81
Calls
$43.7M
Puts
$4.28M
Net Calls
+$39.4M
Net Calls Change
-$26.7M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$70.7M
2
CCP
2
Clarkston Capital Partners
Michigan
$118M
3
FCIM
3
Fairview Capital Investment Management
California
$112M
4
American Century Companies
4
American Century Companies
Missouri
$114M
5
Barclays
5
Barclays
United Kingdom
$29.5M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$17.2M
2
ECM
2
Engle Capital Management
Connecticut
$0
3
HCM
3
Highline Capital Management
New York
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$490M
5
Citadel Advisors
5
Citadel Advisors
Florida
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
51
Eaton Vance Management
Massachusetts
$12.2M +$708 +13 +0%
MSL
52
Mackay Shields LLC
New York
$11.6M +$1.34M +24,651 +13%
Federated Hermes
53
Federated Hermes
Pennsylvania
$10.6M +$6.26M +114,926 +143%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$10.2M -$724K -13,296 -7%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$10.1M +$1.36M +24,949 +16%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$9.36M +$3.58M +65,774 +62%
Principal Financial Group
57
Principal Financial Group
Iowa
$9.35M -$778K -14,294 -8%
HAI
58
Hennessy Advisors Inc
California
$8.93M -$1.1M -20,300 -11%
Swiss National Bank
59
Swiss National Bank
Switzerland
$8.54M -$43.5K -800 -0.5%
Lazard Asset Management
60
Lazard Asset Management
New York
$8.32M +$7.3M +134,134 +717%
First Trust Advisors
61
First Trust Advisors
Illinois
$8.21M -$7.01M -128,786 -46%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$8.09M -$321K -5,895 -4%
PPA
63
Parametric Portfolio Associates
Washington
$8.06M -$1.16M -21,391 -13%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$8.06M +$3.75M +68,975 +87%
Primecap Management
65
Primecap Management
California
$7.89M +$7.89M +145,000 New
Los Angeles Capital Management
66
Los Angeles Capital Management
California
$7.64M -$6.54M -120,123 -46%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$7.55M -$193K -3,554 -2%
PMAM
68
Picton Mahoney Asset Management
Ontario, Canada
$7.48M -$319K -5,870 -4%
PGM
69
Parian Global Management
New York
$7.47M +$7.47M +137,300 New
UBS AM
70
UBS AM
Illinois
$7.35M +$768K +14,112 +12%
PI
71
PineBridge Investments
New York
$7.2M +$4.05M +74,371 +128%
Boston Partners
72
Boston Partners
Massachusetts
$7.17M -$22.3K -410 -0.3%
CS
73
Credit Suisse
Switzerland
$6.63M -$765K -14,060 -10%
Morgan Stanley
74
Morgan Stanley
New York
$6.54M -$2.45M -45,066 -27%
Prudential Financial
75
Prudential Financial
New Jersey
$6.48M -$240K -4,416 -4%
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