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

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$17.2M
2
ECM
Engle Capital Management
Connecticut
$0
3
HCM
Highline Capital Management
New York
$0
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$490M
5
Citadel Advisors
Citadel Advisors
Florida
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
126
Franklin Resources
California
$1.56M +$143K +2,620 +10%
KM
127
Kalos Management
Georgia
$1.54M +$243K +3,724 +19%
HIS
128
Horizon Investment Services
Indiana
$1.51M -$5.77K -106 -0.4%
PFO
129
Pathstone Family Office
New Jersey
$1.47M +$542K +9,954 +58%
ZIM
130
Zacks Investment Management
Illinois
$1.46M +$53.8K +989 +4%
CWM
131
CIBC World Markets
New York
$1.44M -$920K -16,900 -39%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$1.4M -$1.45M -26,217 -51%
BPM
133
Bowling Portfolio Management
Ohio
$1.36M -$47.4K -871 -3%
NEI
134
Northwest & Ethical Investments
Ontario, Canada
$1.35M -$340K -6,253 -20%
MC
135
Maverick Capital
Texas
$1.33M -$1.34M -24,652 -50%
LPL Financial
136
LPL Financial
California
$1.33M +$320K +5,873 +32%
PAG
137
Private Advisor Group
New Jersey
$1.32M +$161K +2,964 +14%
LCM
138
Laurion Capital Management
New York
$1.31M +$1.31M +24,061 New
Squarepoint
139
Squarepoint
New York
$1.3M -$553K -10,164 -30%
VIA
140
Vident Investment Advisory
Georgia
$1.26M +$1.26M +23,067 New
WAG
141
Winthrop Advisory Group
Massachusetts
$1.21M -$8.16K -150 -0.7%
BF
142
BOK Financial
Oklahoma
$1.19M -$94.5K -1,735 -7%
AB
143
Amalgamated Bank
New York
$1.15M -$25K -460 -2%
Axa
144
Axa
France
$1.14M -$572K -10,500 -33%
Grantham, Mayo, Van Otterloo & Co (GMO)
145
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.09M +$294K +5,400 +37%
Nomura Holdings
146
Nomura Holdings
Japan
$1.08M +$545K +10,050 +101%
CM
147
Castleark Management
Illinois
$1.08M -$288K -5,290 -21%
SEIA
148
Signature Estate & Investment Advisors
California
$1.05M +$97.9K +1,799 +10%
ASRS
149
Arizona State Retirement System
Arizona
$1.03M +$1.03M +18,976 New
EGM
150
Engineers Gate Manager
New York
$1.01M +$77.3K +1,420 +8%
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