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LPL Financial
LPLA

Overview Fund Activity

340 hedge funds and large institutions have $6.02B invested in LPL Financial in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 99 increasing their positions, 122 reducing their positions, and 45 closing their positions.

Holders
340
Holders Change
+43
Holders Change %
+14.48%
% of All Funds
6.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
89
Increased
99
Reduced
122
Closed
45
Calls
$13.1M
Puts
$16.2M
Net Calls
-$3.08M
Net Calls Change
-$42.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$230M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$120M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$63.2M
4
Invesco
4
Invesco
Georgia
$232M
5
Deutsche Bank
5
Deutsche Bank
Germany
$100M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$8.63M
2
American Century Companies
2
American Century Companies
Missouri
$78.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$114M
4
JCM
4
Junto Capital Management
New York
$50M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACL
101
Azora Capital LP
Florida
$5.64M -$3.12M -39,761 -36%
AACP
102
Advantage Alpha Capital Partners
California
$5.61M -$1.53M -19,461 -21%
CSS
103
Cubist Systematic Strategies
Connecticut
$5.26M +$5.06M +64,501 +2,494%
Calamos Advisors
104
Calamos Advisors
Illinois
$5.17M +$1.02M +12,975 +25%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$5.17M +$3.17M +40,487 +159%
Citigroup
106
Citigroup
New York
$5.17M +$839K +10,698 +19%
SEI Investments
107
SEI Investments
Pennsylvania
$5.08M +$54.1K +699 +1%
PP
108
Paloma Partners
Connecticut
$4.87M +$4.87M +62,058 New
Canada Life
109
Canada Life
Manitoba, Canada
$4.71M -$645K -8,239 -12%
SVC
110
Strycker View Capital
New York
$4.67M +$4.67M +59,526 New
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$4.56M -$200K -2,548 -4%
Jane Street
112
Jane Street
New York
$4.53M +$4.53M +57,804 New
ECM
113
ExodusPoint Capital Management
New York
$4.49M +$4.49M +57,295 New
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$4.29M +$3.45M +44,016 +412%
Assenagon Asset Management
115
Assenagon Asset Management
Luxembourg
$4.12M +$4.12M +52,509 New
SSA
116
Schonfeld Strategic Advisors
New York
$4.09M +$4.09M +52,210 New
NIPH
117
NN Investment Partners Holdings
Netherlands
$3.98M +$795K +10,138 +25%
JIR
118
James Investment Research
Ohio
$3.86M +$3.3M +42,146 +591%
CAM
119
ClariVest Asset Management
California
$3.75M +$1.25M +15,906 +50%
Axa
120
Axa
France
$3.73M +$2.09M +26,600 +127%
Morgan Stanley
121
Morgan Stanley
New York
$3.45M -$5.98M -76,252 -63%
OCA
122
Otter Creek Advisors
Florida
$3.36M +$3.36M +42,894 New
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$3.36M -$8.97K -121 -0.3%
TPCM
124
Three Peaks Capital Management
Colorado
$3.32M -$336K -4,290 -9%
PMAM
125
Picton Mahoney Asset Management
Ontario, Canada
$3.29M -$7.49M -95,500 -69%
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5
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