LPLA icon

LPL Financial
LPLA

Overview Fund Activity

395 hedge funds and large institutions have $11B invested in LPL Financial in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 55 closing their positions.

Holders
395
Holders Change
+24
Holders Change %
+6.47%
% of All Funds
6.96%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
83
Increased
124
Reduced
141
Closed
55
Calls
$23.6M
Puts
$24.7M
Net Calls
-$1.11M
Net Calls Change
+$9.87M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$273M
2
Wells Fargo
2
Wells Fargo
California
$369M
3
MC
3
Maverick Capital
Texas
$121M
4
IAM
4
Iridian Asset Management
Connecticut
$92M
5
Victory Capital Management
5
Victory Capital Management
Texas
$99M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$547M
2
SC
2
Samlyn Capital
New York
$354M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$177M
4
MWA
4
Marshall Wace Asia
Hong Kong
$49.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$86.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MSL
101
Mackay Shields LLC
New York
$10M 70,393 -89,130 -56%
Hudson Bay Capital Management
102
Hudson Bay Capital Management
Connecticut
$9.95M 70,000 +20,000 +40%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$9.92M 69,784 -5,415 -7%
LPL Financial
104
LPL Financial
California
$9.83M 69,175 +118 +0.2%
NIG
105
NFJ Investment Group
Texas
$8.81M 61,950 +61,950 New
Citigroup
106
Citigroup
New York
$7.89M 55,489 +23,146 +72%
US Bancorp
107
US Bancorp
Minnesota
$7.68M 54,020 +4,897 +10%
Comerica Bank
108
Comerica Bank
Texas
$7.09M 47,708 +13,429 +39%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$7.04M 49,496 -3,668 -7%
TPCM
110
Three Peaks Capital Management
Colorado
$6.96M 48,923 -3,388 -6%
KCM
111
Kennedy Capital Management
Missouri
$6.83M 48,037 +1,155 +2%
AQR Capital Management
112
AQR Capital Management
Connecticut
$6.75M 47,459 +2,754 +6%
UBS Group
113
UBS Group
Switzerland
$6.68M 47,015 +5,568 +13%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.47M 45,486 +6,905 +18%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$6.38M 44,843 +41,548 +1,261%
SSA
116
Schonfeld Strategic Advisors
New York
$6.25M 43,965 +43,965 New
KOCAA
117
Knights of Columbus Asset Advisors
Connecticut
$6.22M 43,737 +2,102 +5%
Rafferty Asset Management
118
Rafferty Asset Management
New York
$5.62M 39,564 +7,001 +21%
Los Angeles Capital Management
119
Los Angeles Capital Management
California
$5.03M 35,410 -5,300 -13%
Barclays
120
Barclays
United Kingdom
$5.01M 35,264 -3,308 -9%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$4.92M 34,632 -34,800 -50%
BAMF
122
BI Asset Management Fondsmaeglerselskab
Denmark
$4.76M 33,461 +23,938 +251%
AACP
123
Advantage Alpha Capital Partners
California
$4.75M 33,415 -38,235 -53%
Nomura Asset Management
124
Nomura Asset Management
Japan
$4.74M 33,330 -12,417 -27%
OCA
125
Otter Creek Advisors
Florida
$4.74M 33,311 -16,289 -33%
3 4
5
6 7