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LPL Financial
LPLA

Overview Fund Activity

371 hedge funds and large institutions have $8.07B invested in LPL Financial in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 32 closing their positions.

Holders
371
Holders Change
+46
Holders Change %
+14.15%
% of All Funds
6.58%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.27%
New
79
Increased
117
Reduced
126
Closed
32
Calls
$11.5M
Puts
$22.4M
Net Calls
-$11M
Net Calls Change
-$4.35M

Top Buyers

1
CTA
1
Carillon Tower Advisers
Florida
$116M
2
Wells Fargo
2
Wells Fargo
California
$110M
3
FCM
3
Frontier Capital Management
Massachusetts
$110M
4
ACL
4
Azora Capital LP
Florida
$71.4M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$55.7M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$132M
2
Invesco
2
Invesco
Georgia
$241M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$22.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$802M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$6.38M 60,972 +27,877 +84%
AG
102
Aperio Group
California
$5.75M 55,124 -545 -1%
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$5.71M 54,751 +54,751 New
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$5.54M 53,164 -2,134 -4%
TPCM
105
Three Peaks Capital Management
Colorado
$5.45M 52,311 +4,198 +9%
Hudson Bay Capital Management
106
Hudson Bay Capital Management
Connecticut
$5.21M 50,000 -35,000 -41%
FC
107
Full18 Capital
Connecticut
$5.21M 49,967 +49,967 New
OCA
108
Otter Creek Advisors
Florida
$5.17M 49,600 -3,371 -6%
Citadel Advisors
109
Citadel Advisors
Florida
$5.15M 49,361 +43,187 +699%
US Bancorp
110
US Bancorp
Minnesota
$5.12M 49,123 +12,063 +33%
Axa
111
Axa
France
$5.06M 48,500 +45,200 +1,370%
KCM
112
Kennedy Capital Management
Missouri
$4.89M 46,882 +91 +0.2%
SEI Investments
113
SEI Investments
Pennsylvania
$4.86M 46,920 -9,219 -16%
Nomura Asset Management
114
Nomura Asset Management
Japan
$4.77M 45,747 – –
AQR Capital Management
115
AQR Capital Management
Connecticut
$4.64M 44,705 -82,263 -65%
MAM
116
Martingale Asset Management
Massachusetts
$4.62M 44,280 -37,313 -46%
CCMG
117
Clark Capital Management Group
Pennsylvania
$4.58M 43,918 +9,049 +26%
PMAM
118
Picton Mahoney Asset Management
Ontario, Canada
$4.5M 43,179 -6,869 -14%
KOCAA
119
Knights of Columbus Asset Advisors
Connecticut
$4.34M 41,635 +2,762 +7%
UBS Group
120
UBS Group
Switzerland
$4.32M 41,447 +2,366 +6%
Los Angeles Capital Management
121
Los Angeles Capital Management
California
$4.24M 40,710 +1,800 +5%
Marshall Wace
122
Marshall Wace
United Kingdom
$4.21M 40,359 -96,846 -71%
PI
123
Putnam Investments
Massachusetts
$4.18M 40,095 -896 -2%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.02M 38,581 +8,436 +28%
Barclays
125
Barclays
United Kingdom
$4.02M 38,572 +23,253 +152%
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5
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