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LPL Financial
LPLA

Overview Fund Activity

416 hedge funds and large institutions have $10.3B invested in LPL Financial in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 140 reducing their positions, and 39 closing their positions.

Holders
416
Holders Change
+21
Holders Change %
+5.32%
% of All Funds
7.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
63
Increased
155
Reduced
140
Closed
39
Calls
$35.8M
Puts
$6.99M
Net Calls
+$28.8M
Net Calls Change
+$29.9M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$147M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$52.1M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$81.6M
4
Macquarie Group
4
Macquarie Group
Australia
$42.5M
5
American Century Companies
5
American Century Companies
Missouri
$144M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$387M
2
FCIM
2
Fairview Capital Investment Management
California
$86.2M
3
Invesco
3
Invesco
Georgia
$272M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$958M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$74.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CPC
76
Cookson Peirce & Co
Pennsylvania
$19.3M 142,945 +3,186 +2%
Jacobs Levy Equity Management
77
Jacobs Levy Equity Management
New Jersey
$19.1M 141,614 -33,352 -19%
William Blair Investment Management
78
William Blair Investment Management
Illinois
$18.9M 139,870 -205,202 -59%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$18.8M 138,910 +1,672 +1%
ACL
80
Azora Capital LP
Florida
$18.5M 137,165 -223,294 -62%
SEI Investments
81
SEI Investments
Pennsylvania
$17.9M 132,813 +40,947 +45%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$17.9M 132,303 +127,975 +2,957%
PPA
83
Parametric Portfolio Associates
Washington
$17.3M 128,197 -13,907 -10%
PI
84
PineBridge Investments
New York
$16.5M 122,465 -7,455 -6%
Voloridge Investment Management
85
Voloridge Investment Management
Florida
$16.4M 121,359 -9,075 -7%
HAI
86
Hennessy Advisors Inc
California
$16.2M 120,100 – –
Man Group
87
Man Group
United Kingdom
$16.2M 119,646 +14,194 +13%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$16.1M 119,073 +9,541 +9%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$14.1M 104,711 +10,708 +11%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$14M 104,067 +10,692 +11%
JAM
91
Jupiter Asset Management
United Kingdom
$13.6M 101,097 +83,330 +469%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$13.6M 101,015 +2,630 +3%
SGDR
93
SPX Gestao de Recursos
Brazil
$13.5M 100,350 -150,831 -60%
BCM
94
BlueMar Capital Management
Florida
$13.5M 99,965 -56 -0.1%
Stifel Financial
95
Stifel Financial
Missouri
$12.9M 95,502 +7,699 +9%
Nordea Investment Management
96
Nordea Investment Management
Sweden
$11.9M 87,833 +7,632 +10%
CS
97
Credit Suisse
Switzerland
$11.7M 86,919 -14,654 -14%
JIR
98
James Investment Research
Ohio
$10.9M 80,952 +7,656 +10%
Calamos Advisors
99
Calamos Advisors
Illinois
$10.2M 75,803 -49,756 -40%
RhumbLine Advisers
100
RhumbLine Advisers
Massachusetts
$10M 74,388 -6,716 -8%
2 3
4
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