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LPL Financial
LPLA

Overview Fund Activity

340 hedge funds and large institutions have $6.02B invested in LPL Financial in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 99 increasing their positions, 122 reducing their positions, and 45 closing their positions.

Holders
340
Holders Change
+43
Holders Change %
+14.48%
% of All Funds
6.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
89
Increased
99
Reduced
122
Closed
45
Calls
$13.1M
Puts
$16.2M
Net Calls
-$3.08M
Net Calls Change
-$42.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$230M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$120M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$63.2M
4
Invesco
4
Invesco
Georgia
$232M
5
Deutsche Bank
5
Deutsche Bank
Germany
$100M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$8.63M
2
American Century Companies
2
American Century Companies
Missouri
$78.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$114M
4
JCM
4
Junto Capital Management
New York
$50M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
51
Eaton Vance Management
Massachusetts
$17.5M 223,220 -17 -0%
Allianz Asset Management
52
Allianz Asset Management
Germany
$17M 217,152 +111,553 +106%
Victory Capital Management
53
Victory Capital Management
Texas
$16.8M 213,985 -313,677 -59%
Primecap Management
54
Primecap Management
California
$15.5M 198,000 +53,000 +37%
GC
55
Gillson Capital
Illinois
$15.4M 196,728 -45,975 -19%
MSL
56
Mackay Shields LLC
New York
$15M 190,742 -22,823 -11%
Lazard Asset Management
57
Lazard Asset Management
New York
$14.1M 179,948 +27,109 +18%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$14M 178,444 -9,623 -5%
Swiss National Bank
59
Swiss National Bank
Switzerland
$13.9M 177,700 +20,900 +13%
ERSOT
60
Employees Retirement System of Texas
Texas
$13.6M 172,988 +55,000 +47%
Principal Financial Group
61
Principal Financial Group
Iowa
$13.5M 172,143 +321 +0.2%
AQR Capital Management
62
AQR Capital Management
Connecticut
$13.4M 175,499 -220,277 -56%
Boston Partners
63
Boston Partners
Massachusetts
$13.3M 170,152 +38,484 +29%
NMVA
64
New Mountain Vantage Advisers
New York
$13.2M 168,095 -106,866 -39%
RP
65
Reinhart Partners
Wisconsin
$13.1M 166,836 +166,836 New
Russell Investments Group
66
Russell Investments Group
United Kingdom
$12.6M 160,254 +12,229 +8%
Nordea Investment Management
67
Nordea Investment Management
Sweden
$12.2M 160,726 +80,576 +101%
HAI
68
Hennessy Advisors Inc
California
$12M 152,600 -11,400 -7%
PPA
69
Parametric Portfolio Associates
Washington
$11.4M 145,428 -2,704 -2%
Two Sigma Advisers
70
Two Sigma Advisers
New York
$11.3M 144,150 +54,100 +60%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$11M 139,933 -8,767 -6%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$10.8M 138,140 -33,894 -20%
SGDR
73
SPX Gestao de Recursos
Brazil
$10.6M 135,582 +92,098 +212%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$10.5M 134,536 -4,137 -3%
UBS AM
75
UBS AM
Illinois
$10.3M 130,793 -4,184 -3%
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