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LPL Financial
LPLA

Overview Fund Activity

371 hedge funds and large institutions have $8.07B invested in LPL Financial in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 32 closing their positions.

Holders
371
Holders Change
+46
Holders Change %
+14.15%
% of All Funds
6.58%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.27%
New
79
Increased
117
Reduced
126
Closed
32
Calls
$11.5M
Puts
$22.4M
Net Calls
-$11M
Net Calls Change
-$4.35M

Top Buyers

1
CTA
1
Carillon Tower Advisers
Florida
$116M
2
Wells Fargo
2
Wells Fargo
California
$110M
3
FCM
3
Frontier Capital Management
Massachusetts
$110M
4
ACL
4
Azora Capital LP
Florida
$71.4M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$55.7M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$132M
2
Invesco
2
Invesco
Georgia
$241M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$22.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$802M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
51
Soros Fund Management
New York
$27.5M -$6.01M -57,624 -18%
Goldman Sachs
52
Goldman Sachs
New York
$27.5M -$190K -1,820 -0.7%
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$27.3M -$4.32M -41,411 -14%
RP
54
Reinhart Partners
Wisconsin
$26.5M +$7.12M +68,325 +37%
EVM
55
Eaton Vance Management
Massachusetts
$22.6M – – –
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$22.3M -$65.9M -632,455 -75%
Primecap Management
57
Primecap Management
California
$21.3M – – –
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$20.1M +$964K +9,248 +5%
TIM
59
Thornburg Investment Management
New Mexico
$20M +$20M +191,554 New
Swiss National Bank
60
Swiss National Bank
Switzerland
$18.6M – – –
Victory Capital Management
61
Victory Capital Management
Texas
$18.3M -$578K -5,549 -3%
Boston Partners
62
Boston Partners
Massachusetts
$18M -$584K -5,602 -3%
Morgan Stanley
63
Morgan Stanley
New York
$17.8M +$10.2M +97,856 +134%
PPA
64
Parametric Portfolio Associates
Washington
$16.8M +$536K +5,140 +3%
MSL
65
Mackay Shields LLC
New York
$16.6M -$4.61M -44,221 -22%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$16.4M +$4.39M +42,095 +36%
HAI
67
Hennessy Advisors Inc
California
$16.2M +$1.24M +11,900 +8%
UBS AM
68
UBS AM
Illinois
$16.1M +$2.5M +23,977 +18%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$16M -$1.82M -17,500 -10%
Man Group
70
Man Group
United Kingdom
$14.8M -$18.2M -174,914 -55%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$14.3M +$16.1K +154 +0.1%
PGM
72
Parian Global Management
New York
$13.5M +$13.5M +130,000 New
PI
73
PineBridge Investments
New York
$13.4M -$1.68M -16,078 -11%
Calamos Advisors
74
Calamos Advisors
Illinois
$13.4M +$8.95M +85,887 +203%
Principal Financial Group
75
Principal Financial Group
Iowa
$13M +$1.63M +15,611 +14%
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