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LPL Financial
LPLA

Overview Fund Activity

416 hedge funds and large institutions have $10.3B invested in LPL Financial in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 140 reducing their positions, and 39 closing their positions.

Holders
416
Holders Change
+21
Holders Change %
+5.32%
% of All Funds
7.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
63
Increased
155
Reduced
140
Closed
39
Calls
$35.8M
Puts
$6.99M
Net Calls
+$28.8M
Net Calls Change
+$29.9M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$147M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$52.1M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$81.6M
4
Macquarie Group
4
Macquarie Group
Australia
$42.5M
5
American Century Companies
5
American Century Companies
Missouri
$144M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$387M
2
FCIM
2
Fairview Capital Investment Management
California
$86.2M
3
Invesco
3
Invesco
Georgia
$272M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$958M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
51
CIBC Asset Management
Ontario, Canada
$42.3M -$802K -5,938 -2%
Morgan Stanley
52
Morgan Stanley
New York
$38M +$21.9M +162,405 +136%
Goldman Sachs
53
Goldman Sachs
New York
$34.3M -$1.16M -8,561 -3%
RP
54
Reinhart Partners
Wisconsin
$34M -$3.21M -23,815 -9%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$30.4M -$14.1M -104,708 -32%
CIM
56
Chiron Investment Management
New York
$30.3M +$30.3M +224,384 New
AII
57
AGF Investments Inc
Ontario, Canada
$29.6M +$18.1M +134,123 +158%
EVM
58
Eaton Vance Management
Massachusetts
$28.4M -$946K -7,011 -3%
Assenagon Asset Management
59
Assenagon Asset Management
Luxembourg
$27.8M +$27.8M +205,598 New
SFM
60
Soros Fund Management
New York
$27.7M -$4.67M -34,600 -14%
Primecap Management
61
Primecap Management
California
$27.5M – – –
FWIA
62
Fort Washington Investment Advisors
Ohio
$27.4M +$1.2M +8,904 +5%
Point72 Asset Management
63
Point72 Asset Management
Connecticut
$25.6M +$23.2M +172,100 +995%
PAM
64
Panagora Asset Management
Massachusetts
$24.4M -$13.3M -98,514 -35%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$24.4M -$117K -868 -0.5%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$24.2M +$1.69M +12,548 +8%
TIM
67
Thornburg Investment Management
New Mexico
$24.2M -$1.7M -12,613 -7%
Swiss National Bank
68
Swiss National Bank
Switzerland
$23.7M -$742K -5,500 -3%
TAM
69
Trillium Asset Management
Massachusetts
$22.8M +$10M +74,277 +78%
Citadel Advisors
70
Citadel Advisors
Florida
$22.6M +$22M +162,661 +3,664%
First Trust Advisors
71
First Trust Advisors
Illinois
$21.8M +$783K +5,803 +4%
Boston Partners
72
Boston Partners
Massachusetts
$21.7M -$895K -6,628 -4%
ERSOT
73
Employees Retirement System of Texas
Texas
$21.1M -$2.29M -17,000 -10%
Deutsche Bank
74
Deutsche Bank
Germany
$20.8M +$18.6M +137,590 +844%
Allianz Asset Management
75
Allianz Asset Management
Germany
$20M -$9.9M -73,319 -33%
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