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LPL Financial
LPLA

Overview Fund Activity

418 hedge funds and large institutions have $12B invested in LPL Financial in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 161 increasing their positions, 136 reducing their positions, and 48 closing their positions.

Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.34%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.3%
New
55
Increased
161
Reduced
136
Closed
48
Calls
$11.2M
Puts
$8.16M
Net Calls
+$3.01M
Net Calls Change
-$25.8M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$152M
2
Deutsche Bank
2
Deutsche Bank
Germany
$80.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$232M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$81.2M
5
JCM
5
Junto Capital Management
New York
$123M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$1.35M
3
HVCM
3
HG Vora Capital Management
New York
$125M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.08B
5
IAM
5
Iridian Asset Management
Connecticut
$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$50.2M -$2.93M -18,676 -6%
CIBC Asset Management
52
CIBC Asset Management
Ontario, Canada
$48.8M -$266K -1,698 -0.5%
Goldman Sachs
53
Goldman Sachs
New York
$39.6M -$280K -1,787 -0.7%
RP
54
Reinhart Partners
Wisconsin
$35M -$4.46M -28,413 -11%
TAM
55
Trillium Asset Management
Massachusetts
$33.4M +$6.91M +44,065 +26%
SFM
56
Soros Fund Management
New York
$32.2M +$77.3K +493 +0.2%
Primecap Management
57
Primecap Management
California
$32M – – –
Macquarie Group
58
Macquarie Group
Australia
$31.7M -$17.7M -112,958 -36%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$31.1M +$2.96M +18,857 +11%
CIM
60
Chiron Investment Management
New York
$31.1M -$4.11M -26,225 -12%
FWIA
61
Fort Washington Investment Advisors
Ohio
$31M -$825K -5,266 -3%
EVM
62
Eaton Vance Management
Massachusetts
$30.9M -$2.07M -13,174 -6%
LP
63
LMR Partners
United Kingdom
$29.4M +$29.4M +187,242 New
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$28.4M +$89K +568 +0.3%
Swiss National Bank
65
Swiss National Bank
Switzerland
$27.7M +$157K +1,000 +0.6%
TIM
66
Thornburg Investment Management
New Mexico
$27.7M -$377K -2,407 -1%
PAM
67
Panagora Asset Management
Massachusetts
$27.4M -$939K -5,989 -3%
Assenagon Asset Management
68
Assenagon Asset Management
Luxembourg
$27.1M -$5.11M -32,594 -16%
Allianz Asset Management
69
Allianz Asset Management
Germany
$26.9M +$3.65M +23,262 +16%
CRM
70
Cramer Rosenthal McGlynn
Connecticut
$26.5M +$26.5M +168,769 New
SEI Investments
71
SEI Investments
Pennsylvania
$25.3M +$4.49M +28,694 +22%
Boston Partners
72
Boston Partners
Massachusetts
$24.6M -$600K -3,825 -2%
CPC
73
Cookson Peirce & Co
Pennsylvania
$23M +$554K +3,532 +2%
Man Group
74
Man Group
United Kingdom
$22.8M +$4.08M +26,043 +22%
ERSOT
75
Employees Retirement System of Texas
Texas
$22.6M -$1.88M -12,000 -8%
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3
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