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LPL Financial

326 hedge funds and large institutions have $5.85B invested in LPL Financial in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 132 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% less ownership

Funds ownership: 97.54%96.81% (-0.73%)

3% less capital invested

Capital invested by funds: $6.03B → $5.85B (-$180M)

4% less funds holding

Funds holding: 341326 (-15)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 132

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

45% less call options, than puts

Call options by funds: $8.09M | Put options by funds: $14.7M

Holders
326
Holders Change
-15
Holders Change %
-4.4%
% of All Funds
6.58%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
39
Increased
113
Reduced
132
Closed
53
Calls
$8.09M
Puts
$14.7M
Net Calls
-$6.62M
Net Calls Change
-$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
51
Panagora Asset Management
Massachusetts
$20.2M +$430K +5,416 +2%
EVM
52
Eaton Vance Management
Massachusetts
$16.6M -$483K -6,085 -3%
Primecap Management
53
Primecap Management
California
$15.6M +$476K +6,000 +3%
MSL
54
Mackay Shields LLC
New York
$15.6M +$1.03M +13,002 +7%
RP
55
Reinhart Partners
Wisconsin
$14.3M +$1.54M +19,351 +12%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$14M +$375K +4,724 +3%
Victory Capital Management
57
Victory Capital Management
Texas
$13.9M -$2.58M -32,444 -15%
SGDR
58
SPX Gestao de Recursos
Brazil
$13.8M +$3.54M +44,547 +33%
Swiss National Bank
59
Swiss National Bank
Switzerland
$13.7M +$79.4K +1,000 +0.6%
Boston Partners
60
Boston Partners
Massachusetts
$13.7M +$626K +7,889 +5%
ERSOT
61
Employees Retirement System of Texas
Texas
$13.3M
Two Sigma Advisers
62
Two Sigma Advisers
New York
$13.1M +$2.12M +26,739 +19%
PPA
63
Parametric Portfolio Associates
Washington
$12M +$857K +10,794 +7%
PI
64
PineBridge Investments
New York
$11.1M +$1.73M +21,840 +18%
HAI
65
Hennessy Advisors Inc
California
$11M -$699K -8,800 -6%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$10.5M +$223K +2,803 +2%
Marshall Wace
67
Marshall Wace
United Kingdom
$10.5M -$6.92M -87,173 -39%
UBS AM
68
UBS AM
Illinois
$10M -$16.5K -208 -0.2%
AQR Capital Management
69
AQR Capital Management
Connecticut
$9.73M -$3.85M -48,531 -28%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$9.54M -$1.23M -15,470 -11%
CM
71
Castleark Management
Illinois
$9.04M +$1.18M +14,845 +14%
NMVA
72
New Mountain Vantage Advisers
New York
$9M -$4.03M -50,755 -30%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$8.85M -$3.55M -44,695 -28%
BCM
74
BlueMar Capital Management
Florida
$8.62M +$1.53M +19,290 +21%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$8.58M +$9.53K +120 +0.1%