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LPL Financial
LPLA

Overview Fund Activity

418 hedge funds and large institutions have $12B invested in LPL Financial in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 161 increasing their positions, 136 reducing their positions, and 48 closing their positions.

Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.34%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.3%
New
55
Increased
161
Reduced
136
Closed
48
Calls
$11.2M
Puts
$8.16M
Net Calls
+$3.01M
Net Calls Change
-$25.8M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$152M
2
Deutsche Bank
2
Deutsche Bank
Germany
$80.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$232M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$81.2M
5
JCM
5
Junto Capital Management
New York
$123M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$1.35M
3
HVCM
3
HG Vora Capital Management
New York
$125M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.08B
5
IAM
5
Iridian Asset Management
Connecticut
$75.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
76
Parametric Portfolio Associates
Washington
$21.6M 137,532 +9,335 +7%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$21.2M 135,253 -3,657 -3%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$19.4M 123,684 +4,611 +4%
William Blair Investment Management
79
William Blair Investment Management
Illinois
$19.2M 122,700 -17,170 -12%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$18.7M 119,451 +15,384 +15%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$18M 114,527 +9,816 +9%
HAI
82
Hennessy Advisors Inc
California
$17.7M 113,000 -7,100 -6%
ECM
83
ExodusPoint Capital Management
New York
$15.9M 101,642 +48,176 +90%
Stifel Financial
84
Stifel Financial
Missouri
$15.9M 101,340 +5,838 +6%
BCM
85
BlueMar Capital Management
Florida
$15.7M 100,350 +385 +0.4%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$15.6M 99,250 -1,765 -2%
PI
87
PineBridge Investments
New York
$15.4M 98,460 -24,005 -20%
Morgan Stanley
88
Morgan Stanley
New York
$14.5M 92,637 -189,089 -67%
Calamos Advisors
89
Calamos Advisors
Illinois
$14.4M 91,818 +16,015 +21%
Nordea Investment Management
90
Nordea Investment Management
Sweden
$14.2M 88,825 +992 +1%
CS
91
Credit Suisse
Switzerland
$13.5M 85,913 -1,006 -1%
Comerica Bank
92
Comerica Bank
Texas
$13.3M 76,131 +10,922 +17%
Legal & General Group
93
Legal & General Group
United Kingdom
$11.9M 75,797 +2,870 +4%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$11.8M 75,563 +75,563 New
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$11.5M 73,411 -977 -1%
KOCAA
96
Knights of Columbus Asset Advisors
Connecticut
$10.9M 69,615 +689 +1%
PE
97
Point72 Europe
United Kingdom
$10.7M 68,300 +36,100 +112%
VWM
98
Venturi Wealth Management
Texas
$10.7M 68,210 -3,384 -5%
Schroder Investment Management Group
99
Schroder Investment Management Group
United Kingdom
$10.3M 65,927 +64,951 +6,655%
LPL Financial
100
LPL Financial
California
$10.3M 65,803 -119 -0.2%
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4
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