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LPL Financial

326 hedge funds and large institutions have $5.85B invested in LPL Financial in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 132 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% less ownership

Funds ownership: 97.54%96.81% (-0.73%)

3% less capital invested

Capital invested by funds: $6.03B → $5.85B (-$180M)

4% less funds holding

Funds holding: 341326 (-15)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 132

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

45% less call options, than puts

Call options by funds: $8.09M | Put options by funds: $14.7M

Holders
326
Holders Change
-15
Holders Change %
-4.4%
% of All Funds
6.58%
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
132
Closed
53
Calls
$8.09M
Puts
$14.7M
Net Calls
-$6.62M
Net Calls Change
-$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
76
Natixis Advisors
Massachusetts
$8.37M +$2.64M +33,222 +44%
Principal Financial Group
77
Principal Financial Group
Iowa
$8.36M -$5.01M -63,135 -37%
First Trust Advisors
78
First Trust Advisors
Illinois
$8.33M +$6.44M +81,062 +294%
APG Asset Management
79
APG Asset Management
Netherlands
$7.28M -$970K -12,222 -10%
VWM
80
Venturi Wealth Management
Texas
$7.05M +$261K +3,287 +4%
CS
81
Credit Suisse
Switzerland
$6.68M -$2.47M -31,168 -26%
Legal & General Group
82
Legal & General Group
United Kingdom
$6.68M +$42.8K +539 +0.6%
Hudson Bay Capital Management
83
Hudson Bay Capital Management
Connecticut
$6.52M -$3.18M -40,000 -32%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$6.38M +$346K +4,361 +6%
MAM
85
Martingale Asset Management
Massachusetts
$6.26M +$15.1K +190 +0.2%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$6.24M -$209K -2,632 -3%
Nordea Investment Management
87
Nordea Investment Management
Sweden
$6.2M -$6.37M -80,245 -50%
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$5.82M -$1.97M -24,789 -25%
Morgan Stanley
89
Morgan Stanley
New York
$5.58M +$2.29M +28,801 +65%
AACP
90
Advantage Alpha Capital Partners
California
$5.3M -$192K -2,412 -3%
BGIM
91
Brandywine Global Investment Management
Pennsylvania
$5.19M -$3.72M -46,799 -41%
MP
92
Mangrove Partners
Connecticut
$5.13M -$788K -9,923 -13%
Canada Life
93
Canada Life
Manitoba, Canada
$4.54M -$77.7K -978 -2%
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$4.31M +$1.9M +23,918 +74%
MSE
95
MUFG Securities EMEA
United Kingdom
$4.29M +$4.45M +56,000 New
AG
96
Aperio Group
California
$4.27M +$1.25M +15,738 +39%
SEI Investments
97
SEI Investments
Pennsylvania
$4.24M -$748K -9,419 -14%
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$4.24M -$226K -2,842 -5%
OCA
99
Otter Creek Advisors
Florida
$4.06M +$800K +10,077 +23%
PMAM
100
Picton Mahoney Asset Management
Ontario, Canada
$3.84M +$644K +8,113 +19%