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LPL Financial
LPLA

Overview Fund Activity

395 hedge funds and large institutions have $11B invested in LPL Financial in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 55 closing their positions.

Holders
395
Holders Change
+24
Holders Change %
+6.47%
% of All Funds
6.96%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
83
Increased
124
Reduced
141
Closed
55
Calls
$23.6M
Puts
$24.7M
Net Calls
-$1.11M
Net Calls Change
+$9.87M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$273M
2
Wells Fargo
2
Wells Fargo
California
$369M
3
MC
3
Maverick Capital
Texas
$121M
4
IAM
4
Iridian Asset Management
Connecticut
$92M
5
Victory Capital Management
5
Victory Capital Management
Texas
$99M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$547M
2
SC
2
Samlyn Capital
New York
$354M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$177M
4
MWA
4
Marshall Wace Asia
Hong Kong
$49.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$86.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Asset Management
51
CIBC Asset Management
Ontario, Canada
$45.4M 319,223 -10,623 -3%
PAM
52
Panagora Asset Management
Massachusetts
$39.7M 279,477 +4,563 +2%
RP
53
Reinhart Partners
Wisconsin
$39.2M 275,537 +21,025 +8%
Goldman Sachs
54
Goldman Sachs
New York
$37.4M 262,742 -890 -0.3%
SGDR
55
SPX Gestao de Recursos
Brazil
$35.7M 251,181 -53,364 -18%
SFM
56
Soros Fund Management
New York
$34.1M 239,538 -24,385 -9%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$31.9M 224,170 +10,233 +5%
Allianz Asset Management
58
Allianz Asset Management
Germany
$31.5M 221,460 -61,013 -22%
Bank of Nova Scotia
59
Bank of Nova Scotia
Ontario, Canada
$30.9M 217,393 +217,393 New
EVM
60
Eaton Vance Management
Massachusetts
$30.9M 217,135 – –
Primecap Management
61
Primecap Management
California
$29M 204,000 – –
FWIA
62
Fort Washington Investment Advisors
Ohio
$27.6M 194,113 +194,113 New
TIM
63
Thornburg Investment Management
New Mexico
$27.2M 191,554 – –
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$25.8M 181,711 -10,705 -6%
Swiss National Bank
65
Swiss National Bank
Switzerland
$25.7M 181,100 +2,400 +1%
Jacobs Levy Equity Management
66
Jacobs Levy Equity Management
New Jersey
$24.9M 174,966 -86,613 -33%
ERSOT
67
Employees Retirement System of Texas
Texas
$24.6M 172,988 +172,988 New
Boston Partners
68
Boston Partners
Massachusetts
$23.8M 167,129 -5,310 -3%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$23.7M 166,936 +59,153 +55%
First Trust Advisors
70
First Trust Advisors
Illinois
$22.2M 155,909 +50,569 +48%
Principal Financial Group
71
Principal Financial Group
Iowa
$21M 147,544 +22,925 +18%
PPA
72
Parametric Portfolio Associates
Washington
$20.2M 142,104 -19,258 -12%
CPC
73
Cookson Peirce & Co
Pennsylvania
$19.9M 139,759 +139,759 New
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$19.5M 137,238 -255 -0.2%
Axa
75
Axa
France
$19.4M 136,800 +88,300 +182%
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