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LPL Financial
LPLA

Overview Fund Activity

340 hedge funds and large institutions have $6.02B invested in LPL Financial in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 99 increasing their positions, 122 reducing their positions, and 45 closing their positions.

Holders
340
Holders Change
+43
Holders Change %
+14.48%
% of All Funds
6.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
89
Increased
99
Reduced
122
Closed
45
Calls
$13.1M
Puts
$16.2M
Net Calls
-$3.08M
Net Calls Change
-$42.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$230M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$120M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$63.2M
4
Invesco
4
Invesco
Georgia
$232M
5
Deutsche Bank
5
Deutsche Bank
Germany
$100M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$8.63M
2
American Century Companies
2
American Century Companies
Missouri
$78.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$114M
4
JCM
4
Junto Capital Management
New York
$50M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Hudson Bay Capital Management
76
Hudson Bay Capital Management
Connecticut
$9.8M 125,000 +125,000 New
PI
77
PineBridge Investments
New York
$9.62M 122,683 -9,661 -7%
CS
78
Credit Suisse
Switzerland
$9.28M 118,316 -3,531 -3%
BGIM
79
Brandywine Global Investment Management
Pennsylvania
$8.97M 114,429 +3,723 +3%
Two Sigma Investments
80
Two Sigma Investments
New York
$8.9M 113,506 +113,506 New
Los Angeles Capital Management
81
Los Angeles Capital Management
California
$8.81M 112,304 -27,977 -20%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$8.77M 111,806 +2,203 +2%
Point72 Asset Management
83
Point72 Asset Management
Connecticut
$8.63M 110,013 -1,188,856 -92%
APG Asset Management
84
APG Asset Management
Netherlands
$8.62M 123,535 -191,565 -61%
CCI
85
Columbus Circle Investors
$8.19M 104,445 +104,445 New
CM
86
Castleark Management
Illinois
$8.08M 103,100 +83,345 +422%
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$7.89M 100,653 -84,730 -46%
BCM
88
BlueMar Capital Management
Florida
$7.3M 93,125 +19,082 +26%
PCM
89
Prana Capital Management
Connecticut
$7.16M 91,276 -13,830 -13%
VWM
90
Venturi Wealth Management
Texas
$6.96M 88,715 +88,715 New
Legal & General Group
91
Legal & General Group
United Kingdom
$6.79M 86,581 -992 -1%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$6.59M 83,992 +4,158 +5%
MAM
93
Martingale Asset Management
Massachusetts
$6.38M 81,403 -788 -1%
BC
94
Brookfield Corp
Ontario, Canada
$6.2M 79,114 +79,114 New
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$6.05M 78,827 -243 -0.3%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$6.05M 77,161 +27,161 +54%
MP
97
Mangrove Partners
Connecticut
$6.02M 76,804 +76,804 New
MWNA
98
Marshall Wace North America
New York
$5.97M 76,153 +76,153 New
Natixis Advisors
99
Natixis Advisors
Massachusetts
$5.95M 75,951 +21,293 +39%
PE
100
Point72 Europe
United Kingdom
$5.85M 74,652 +15,626 +26%
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