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LPL Financial
LPLA

Overview Fund Activity

371 hedge funds and large institutions have $8.07B invested in LPL Financial in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 32 closing their positions.

Holders
371
Holders Change
+46
Holders Change %
+14.15%
% of All Funds
6.58%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.27%
New
79
Increased
117
Reduced
126
Closed
32
Calls
$11.5M
Puts
$22.4M
Net Calls
-$11M
Net Calls Change
-$4.35M

Top Buyers

1
CTA
1
Carillon Tower Advisers
Florida
$116M
2
Wells Fargo
2
Wells Fargo
California
$110M
3
FCM
3
Frontier Capital Management
Massachusetts
$110M
4
ACL
4
Azora Capital LP
Florida
$71.4M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$55.7M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$132M
2
Invesco
2
Invesco
Georgia
$241M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$22.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$802M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
76
Millennium Management
New York
$12.9M -$19.1M -183,447 -60%
CIM
77
Chiron Investment Management
New York
$11.9M +$11.9M +113,862 New
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$11.2M -$1.74M -16,680 -13%
BCM
79
BlueMar Capital Management
Florida
$11.2M -$563K -5,404 -5%
First Trust Advisors
80
First Trust Advisors
Illinois
$11M -$348K -3,341 -3%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$10.9M -$780K -7,485 -7%
Natixis Advisors
82
Natixis Advisors
Massachusetts
$10.6M -$773K -7,413 -7%
CM
83
Castleark Management
Illinois
$9.99M -$2.3M -22,085 -19%
VWM
84
Venturi Wealth Management
Texas
$9.34M -$250K -2,399 -3%
CS
85
Credit Suisse
Switzerland
$9.33M +$243K +2,330 +3%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$9.12M +$449K +4,306 +5%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$8.82M +$342K +3,280 +4%
Voloridge Investment Management
88
Voloridge Investment Management
Florida
$8.41M +$5.87M +56,323 +231%
Nordea Investment Management
89
Nordea Investment Management
Sweden
$8.23M -$162K -1,552 -2%
Canada Life
90
Canada Life
Manitoba, Canada
$8.1M +$1.93M +18,465 +31%
BGIM
91
Brandywine Global Investment Management
Pennsylvania
$7.84M +$789K +7,569 +11%
AACP
92
Advantage Alpha Capital Partners
California
$7.47M +$261K +2,500 +4%
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$7.43M -$477K -4,580 -6%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$7.24M +$4.45M +42,670 +159%
GC
95
Gillson Capital
Illinois
$7.22M +$7.22M +69,267 New
LPL Financial
96
LPL Financial
California
$7.2M +$4.99M +47,926 +227%
Legal & General Group
97
Legal & General Group
United Kingdom
$7.09M -$1.99M -19,102 -22%
Renaissance Technologies
98
Renaissance Technologies
New York
$6.85M +$6.85M +65,700 New
JIR
99
James Investment Research
Ohio
$6.78M +$1.71M +16,413 +34%
PE
100
Point72 Europe
United Kingdom
$6.41M +$6.41M +61,500 New
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4
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