LPLA icon

LPL Financial
LPLA

Overview Fund Activity

325 hedge funds and large institutions have $5.84B invested in LPL Financial in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 131 reducing their positions, and 53 closing their positions.

Holders
325
Holders Change
-15
Holders Change %
-4.41%
% of All Funds
6.57%
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
131
Closed
53
Calls
$8.09M
Puts
$14.7M
Net Calls
-$6.62M
Net Calls Change
-$3.54M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$457M
2
HVCM
2
HG Vora Capital Management
New York
$57.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$166M
4
ACM
4
Argent Capital Management
Missouri
$34.9M
5
EIP
5
Epoch Investment Partners
New York
$21.3M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$1.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$637M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$626M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
51
Panagora Asset Management
Massachusetts
$20.2M 262,858 +5,416 +2%
EVM
52
Eaton Vance Management
Massachusetts
$16.6M 217,135 -6,085 -3%
Primecap Management
53
Primecap Management
California
$15.6M 204,000 +6,000 +3%
MSL
54
Mackay Shields LLC
New York
$15.6M 203,744 +13,002 +7%
RP
55
Reinhart Partners
Wisconsin
$14.3M 186,187 +19,351 +12%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$14M 183,168 +4,724 +3%
Victory Capital Management
57
Victory Capital Management
Texas
$13.9M 181,541 -32,444 -15%
SGDR
58
SPX Gestao de Recursos
Brazil
$13.8M 180,129 +44,547 +33%
Swiss National Bank
59
Swiss National Bank
Switzerland
$13.7M 178,700 +1,000 +0.6%
Boston Partners
60
Boston Partners
Massachusetts
$13.7M 178,041 +7,889 +5%
ERSOT
61
Employees Retirement System of Texas
Texas
$13.3M 172,988 – –
Two Sigma Advisers
62
Two Sigma Advisers
New York
$13.1M 170,889 +26,739 +19%
PPA
63
Parametric Portfolio Associates
Washington
$12M 156,222 +10,794 +7%
PI
64
PineBridge Investments
New York
$11.1M 144,523 +21,840 +18%
HAI
65
Hennessy Advisors Inc
California
$11M 143,800 -8,800 -6%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$10.5M 137,339 +2,803 +2%
Marshall Wace
67
Marshall Wace
United Kingdom
$10.5M 137,205 -87,173 -39%
UBS AM
68
UBS AM
Illinois
$10M 130,585 -208 -0.2%
AQR Capital Management
69
AQR Capital Management
Connecticut
$9.74M 126,968 -48,531 -28%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$9.54M 124,463 -15,470 -11%
CM
71
Castleark Management
Illinois
$9.04M 117,945 +14,845 +14%
NMVA
72
New Mountain Vantage Advisers
New York
$9M 117,340 -50,755 -30%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$8.85M 115,559 -44,695 -28%
BCM
74
BlueMar Capital Management
Florida
$8.62M 112,415 +19,290 +21%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$8.58M 111,926 +120 +0.1%
1 2
3
4 5