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LPL Financial
LPLA

Overview Fund Activity

395 hedge funds and large institutions have $11B invested in LPL Financial in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 55 closing their positions.

Holders
395
Holders Change
+24
Holders Change %
+6.47%
% of All Funds
6.96%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
83
Increased
124
Reduced
141
Closed
55
Calls
$23.6M
Puts
$24.7M
Net Calls
-$1.11M
Net Calls Change
+$9.87M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$273M
2
Wells Fargo
2
Wells Fargo
California
$369M
3
MC
3
Maverick Capital
Texas
$121M
4
IAM
4
Iridian Asset Management
Connecticut
$92M
5
Victory Capital Management
5
Victory Capital Management
Texas
$99M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$547M
2
SC
2
Samlyn Capital
New York
$354M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$177M
4
MWA
4
Marshall Wace Asia
Hong Kong
$49.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
76
Voloridge Investment Management
Florida
$18.5M +$7.07M +49,737 +62%
PI
77
PineBridge Investments
New York
$18.5M +$210K +1,475 +1%
Calamos Advisors
78
Calamos Advisors
Illinois
$17.8M -$382K -2,684 -2%
HAI
79
Hennessy Advisors Inc
California
$17.1M -$5.06M -35,600 -23%
Morgan Stanley
80
Morgan Stanley
New York
$17M -$7.29M -51,313 -30%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$15.6M +$12M +84,724 +342%
Man Group
82
Man Group
United Kingdom
$15M -$5.17M -36,381 -26%
CS
83
Credit Suisse
Switzerland
$14.4M +$1.72M +12,095 +14%
BCM
84
BlueMar Capital Management
Florida
$14.2M -$994K -6,990 -7%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$14M -$861K -6,056 -6%
CM
86
Castleark Management
Illinois
$13.9M +$276K +1,940 +2%
TAM
87
Trillium Asset Management
Massachusetts
$13.5M +$9.44M +66,419 +234%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$13.4M +$12.4M +86,994 +1,241%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$13.3M +$836K +5,881 +7%
SEI Investments
90
SEI Investments
Pennsylvania
$12.6M +$6.15M +44,946 +96%
Natixis Advisors
91
Natixis Advisors
Massachusetts
$12.5M -$1.95M -13,698 -13%
Stifel Financial
92
Stifel Financial
Missouri
$12.5M +$10.6M +74,453 +558%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$12.3M -$10.1M -71,105 -45%
AII
94
AGF Investments Inc
Ontario, Canada
$12.1M +$12.1M +85,000 New
Legal & General Group
95
Legal & General Group
United Kingdom
$11.9M +$2.2M +15,474 +23%
RhumbLine Advisers
96
RhumbLine Advisers
Massachusetts
$11.5M -$503K -3,536 -4%
Nordea Investment Management
97
Nordea Investment Management
Sweden
$11.4M +$181K +1,272 +2%
JIR
98
James Investment Research
Ohio
$10.4M +$1.18M +8,290 +13%
Two Sigma Advisers
99
Two Sigma Advisers
New York
$10.4M -$11.4M -80,289 -52%
VWM
100
Venturi Wealth Management
Texas
$10.3M -$2.41M -16,964 -19%
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