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LPL Financial
LPLA

Overview Fund Activity

297 hedge funds and large institutions have $4.08B invested in LPL Financial in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-43
Holders Change %
-12.65%
% of All Funds
6.56%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
41
Increased
104
Reduced
114
Closed
81
Calls
$43.7M
Puts
$4.28M
Net Calls
+$39.4M
Net Calls Change
-$26.7M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$70.7M
2
CCP
2
Clarkston Capital Partners
Michigan
$118M
3
FCIM
3
Fairview Capital Investment Management
California
$112M
4
American Century Companies
4
American Century Companies
Missouri
$114M
5
Barclays
5
Barclays
United Kingdom
$29.5M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$17.2M
2
ECM
2
Engle Capital Management
Connecticut
$0
3
HCM
3
Highline Capital Management
New York
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$490M
5
Citadel Advisors
5
Citadel Advisors
Florida
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
101
Calamos Advisors
Illinois
$2.88M -$1.16M -21,252 -29%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$2.72M +$2.72M +50,000 New
AG
103
Aperio Group
California
$2.64M -$194K -3,564 -7%
TPCM
104
Three Peaks Capital Management
Colorado
$2.54M +$321K +5,904 +15%
Marshall Wace
105
Marshall Wace
United Kingdom
$2.45M -$717K -13,171 -23%
SGDR
106
SPX Gestao de Recursos
Brazil
$2.37M +$2.37M +43,484 New
MSE
107
MUFG Securities EMEA
United Kingdom
$2.34M +$704K +12,943 +43%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$2.33M -$596K -11,600 -20%
LG
109
Leuthold Group
Minnesota
$2.32M +$2.09M +38,342 +891%
Voloridge Investment Management
110
Voloridge Investment Management
Florida
$2.29M +$2.29M +42,074 New
Canada Pension Plan Investment Board
111
Canada Pension Plan Investment Board
Ontario, Canada
$2.26M +$1.9M +34,953 +530%
NIPH
112
NN Investment Partners Holdings
Netherlands
$2.21M -$190K -3,481 -8%
TAM
113
Trillium Asset Management
Massachusetts
$2.17M +$767K +14,099 +55%
Daiwa Securities Group
114
Daiwa Securities Group
Japan
$2.07M -$277K -5,081 -12%
GC
115
Globeflex Capital
California
$1.96M -$53.3K -980 -3%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.95M +$266K +4,883 +16%
OAM
117
Origin Asset Management
United Kingdom
$1.93M -$2.5M -46,000 -56%
T. Rowe Price Associates
118
T. Rowe Price Associates
Maryland
$1.91M +$239K +4,383 +14%
IP
119
Interval Partners
New York
$1.87M +$1.87M +34,386 New
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$1.81M +$752K +13,810 +71%
CAM
121
ClariVest Asset Management
California
$1.74M +$1.73M +31,860 +55,895%
AL
122
AJO LP
Pennsylvania
$1.7M +$1.7M +31,213 New
GT
123
Glenmede Trust
Pennsylvania
$1.58M – – –
KOCAA
124
Knights of Columbus Asset Advisors
Connecticut
$1.56M -$907K -16,661 -37%
TCM
125
Twin Capital Management
Pennsylvania
$1.56M -$27.2K -500 -2%
3 4
5
6 7