LPLA icon

LPL Financial
LPLA

Overview Fund Activity

325 hedge funds and large institutions have $5.84B invested in LPL Financial in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 131 reducing their positions, and 53 closing their positions.

Holders
325
Holders Change
-15
Holders Change %
-4.41%
% of All Funds
6.57%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
39
Increased
113
Reduced
131
Closed
53
Calls
$8.09M
Puts
$14.7M
Net Calls
-$6.62M
Net Calls Change
-$3.54M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$457M
2
HVCM
2
HG Vora Capital Management
New York
$57.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$166M
4
ACM
4
Argent Capital Management
Missouri
$34.9M
5
EIP
5
Epoch Investment Partners
New York
$21.3M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$1.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$637M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$626M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$3.75M -$1.3M -17,002 -26%
JIR
102
James Investment Research
Ohio
$3.73M -$52.9K -690 -1%
TPCM
103
Three Peaks Capital Management
Colorado
$3.69M +$445K +5,800 +14%
KCM
104
Kennedy Capital Management
Missouri
$3.59M +$3.59M +46,791 New
NIPH
105
NN Investment Partners Holdings
Netherlands
$3.53M -$363K -4,739 -9%
Nomura Asset Management
106
Nomura Asset Management
Japan
$3.51M +$456K +5,946 +15%
Calamos Advisors
107
Calamos Advisors
Illinois
$3.25M -$1.8M -23,540 -36%
PI
108
Putnam Investments
Massachusetts
$3.14M -$22.6K -295 -0.7%
Capital Fund Management (CFM)
109
Capital Fund Management (CFM)
France
$3.01M +$3.01M +39,303 New
UBS Group
110
UBS Group
Switzerland
$3M +$1.42M +18,498 +90%
Los Angeles Capital Management
111
Los Angeles Capital Management
California
$2.98M -$5.63M -73,394 -65%
KOCAA
112
Knights of Columbus Asset Advisors
Connecticut
$2.98M +$191K +2,486 +7%
AIMCA
113
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.98M +$2.98M +38,800 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
114
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.84M +$1.53M +20,000 +117%
US Bancorp
115
US Bancorp
Minnesota
$2.84M +$2.69M +35,030 +1,726%
CCMG
116
Clark Capital Management Group
Pennsylvania
$2.67M +$500K +6,528 +23%
CAM
117
ClariVest Asset Management
California
$2.58M -$1.08M -14,140 -30%
WBC
118
Westpac Banking Corp
Australia
$2.56M +$56.5K +737 +2%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$2.55M -$2.53M -32,800 -50%
Jane Street
120
Jane Street
New York
$2.43M -$2M -26,056 -45%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.31M -$185K -2,407 -7%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$2.28M -$1.33M -16,688 -37%
Bank of Nova Scotia
123
Bank of Nova Scotia
Ontario, Canada
$2.22M +$2.22M +28,893 New
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$2.21M -$1.53K -20 -0.1%
BAM
125
Bullseye Asset Management
Colorado
$2.18M -$2.68K -35 -0.1%
3 4
5
6 7