LPLA icon

LPL Financial
LPLA

Overview Fund Activity

297 hedge funds and large institutions have $4.08B invested in LPL Financial in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-43
Holders Change %
-12.65%
% of All Funds
6.56%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
41
Increased
104
Reduced
114
Closed
81
Calls
$43.7M
Puts
$4.28M
Net Calls
+$39.4M
Net Calls Change
-$26.7M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$70.7M
2
CCP
2
Clarkston Capital Partners
Michigan
$118M
3
FCIM
3
Fairview Capital Investment Management
California
$112M
4
American Century Companies
4
American Century Companies
Missouri
$114M
5
Barclays
5
Barclays
United Kingdom
$29.5M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$17.2M
2
ECM
2
Engle Capital Management
Connecticut
$0
3
HCM
3
Highline Capital Management
New York
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$490M
5
Citadel Advisors
5
Citadel Advisors
Florida
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
76
Millennium Management
New York
$6.45M -$5.34M -98,095 -45%
ERSOT
77
Employees Retirement System of Texas
Texas
$6.42M – – –
ACL
78
Azora Capital LP
Florida
$6.08M -$19.4M -357,094 -76%
BGIM
79
Brandywine Global Investment Management
Pennsylvania
$6.03M -$2.72K -50 -0%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$5.97M +$185K +3,402 +3%
Allianz Asset Management
81
Allianz Asset Management
Germany
$5.75M -$633K -11,637 -10%
PCM
82
Prana Capital Management
Connecticut
$5.72M +$5.72M +105,106 New
AACP
83
Advantage Alpha Capital Partners
California
$4.95M +$2.72M +49,963 +122%
Two Sigma Advisers
84
Two Sigma Advisers
New York
$4.9M -$425K -7,800 -8%
Legal & General Group
85
Legal & General Group
United Kingdom
$4.77M -$212K -3,902 -4%
MAM
86
Martingale Asset Management
Massachusetts
$4.47M +$229K +4,207 +5%
Nordea Investment Management
87
Nordea Investment Management
Sweden
$4.47M +$209K +3,747 +5%
RhumbLine Advisers
88
RhumbLine Advisers
Massachusetts
$4.35M -$95.7K -1,758 -2%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$4.11M +$1.59M +30,647 +63%
BCM
90
BlueMar Capital Management
Florida
$4.03M +$4.03M +74,043 New
Canada Life
91
Canada Life
Manitoba, Canada
$3.73M -$3.04M -55,726 -45%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$3.71M -$2.29M -42,105 -38%
SEI Investments
93
SEI Investments
Pennsylvania
$3.48M -$2.12M -39,528 -38%
Ameriprise
94
Ameriprise
Minnesota
$3.4M -$2.33M -42,871 -41%
PI
95
Putnam Investments
Massachusetts
$3.37M +$3.37M +61,872 New
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$3.3M – – –
PE
97
Point72 Europe
United Kingdom
$3.21M +$3.21M +59,026 New
Citigroup
98
Citigroup
New York
$3M -$3.8M -69,867 -56%
Natixis Advisors
99
Natixis Advisors
Massachusetts
$2.98M -$959K -17,620 -24%
UCFA
100
United Capital Financial Advisors
Texas
$2.97M -$2.1M -38,650 -41%
2 3
4
5 6