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LPL Financial
LPLA

Overview Fund Activity

325 hedge funds and large institutions have $5.84B invested in LPL Financial in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 131 reducing their positions, and 53 closing their positions.

Holders
325
Holders Change
-15
Holders Change %
-4.41%
% of All Funds
6.57%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
39
Increased
113
Reduced
131
Closed
53
Calls
$8.09M
Puts
$14.7M
Net Calls
-$6.62M
Net Calls Change
-$3.54M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$457M
2
HVCM
2
HG Vora Capital Management
New York
$57.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$166M
4
ACM
4
Argent Capital Management
Missouri
$34.9M
5
EIP
5
Epoch Investment Partners
New York
$21.3M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$1.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$637M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$626M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
76
Natixis Advisors
Massachusetts
$8.37M 109,173 +33,222 +44%
Principal Financial Group
77
Principal Financial Group
Iowa
$8.36M 109,008 -63,135 -37%
First Trust Advisors
78
First Trust Advisors
Illinois
$8.33M 108,681 +81,062 +294%
APG Asset Management
79
APG Asset Management
Netherlands
$7.28M 111,313 -12,222 -10%
VWM
80
Venturi Wealth Management
Texas
$7.05M 92,002 +3,287 +4%
CS
81
Credit Suisse
Switzerland
$6.68M 87,148 -31,168 -26%
Legal & General Group
82
Legal & General Group
United Kingdom
$6.68M 87,120 +539 +0.6%
Hudson Bay Capital Management
83
Hudson Bay Capital Management
Connecticut
$6.52M 85,000 -40,000 -32%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$6.38M 83,188 +4,361 +6%
MAM
85
Martingale Asset Management
Massachusetts
$6.26M 81,593 +190 +0.2%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$6.24M 81,360 -2,632 -3%
Nordea Investment Management
87
Nordea Investment Management
Sweden
$6.2M 80,481 -80,245 -50%
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$5.82M 75,864 -24,789 -25%
Morgan Stanley
89
Morgan Stanley
New York
$5.58M 72,778 +28,801 +65%
AACP
90
Advantage Alpha Capital Partners
California
$5.3M 69,150 -2,412 -3%
BGIM
91
Brandywine Global Investment Management
Pennsylvania
$5.19M 67,630 -46,799 -41%
MP
92
Mangrove Partners
Connecticut
$5.13M 66,881 -9,923 -13%
Canada Life
93
Canada Life
Manitoba, Canada
$4.54M 59,141 -978 -2%
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$4.31M 56,224 +23,918 +74%
MSE
95
MUFG Securities EMEA
United Kingdom
$4.29M 56,000 +56,000 New
AG
96
Aperio Group
California
$4.27M 55,669 +15,738 +39%
SEI Investments
97
SEI Investments
Pennsylvania
$4.24M 56,139 -9,419 -14%
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$4.24M 55,298 -2,842 -5%
OCA
99
Otter Creek Advisors
Florida
$4.06M 52,971 +10,077 +23%
PMAM
100
Picton Mahoney Asset Management
Ontario, Canada
$3.84M 50,048 +8,113 +19%
2 3
4
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