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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.

New
Increased
Maintained
Reduced
Closed
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 %
PI
126
Putnam Investments
Massachusetts
$3.24M -$1.61M -20,586 -33%
IUHSA
127
Itau Unibanco Holding S.A.
Brazil
$3.17M +$3.17M +40,400 New
AG
128
Aperio Group
California
$3.13M -$673K -8,578 -18%
Nomura Asset Management
129
Nomura Asset Management
Japan
$3.12M +$3.12M +39,801 New
TAM
130
Trillium Asset Management
Massachusetts
$3.08M -$41K -523 -1%
NIP
131
Nicholas Investment Partners
California
$2.93M +$2M +25,561 +217%
KOCAA
132
Knights of Columbus Asset Advisors
Connecticut
$2.85M +$605K +7,722 +27%
WBC
133
Westpac Banking Corp
Australia
$2.56M +$2.56M +32,614 New
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.55M -$256K -3,267 -9%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$2.53M +$2.08M +26,549 +461%
GC
136
Globeflex Capital
California
$2.48M -$336K -4,286 -12%
Ameriprise
137
Ameriprise
Minnesota
$2.33M -$2.57M -32,778 -52%
TCM
138
Twin Capital Management
Pennsylvania
$2.29M +$43.1K +550 +2%
DIA
139
Dana Investment Advisors
Wisconsin
$2.29M +$2.29M +29,191 New
Barclays
140
Barclays
United Kingdom
$2.28M -$40.2M -513,068 -95%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$2.26M -$346K -4,410 -13%
BAM
142
Bullseye Asset Management
Colorado
$2.23M +$858K +10,939 +63%
CCMG
143
Clark Capital Management Group
Pennsylvania
$2.22M +$2.22M +28,341 New
MCM
144
Maltese Capital Management
New York
$2.2M +$2.2M +28,100 New
First Trust Advisors
145
First Trust Advisors
Illinois
$2.17M -$9.66M -123,278 -82%
PFO
146
Pathstone Family Office
New Jersey
$2.13M +$11.6K +148 +0.5%
MC
147
Maverick Capital
Texas
$2.13M +$204K +2,605 +11%
Daiwa Securities Group
148
Daiwa Securities Group
Japan
$2.07M – – –
AAMU
149
AEGON Asset Management (UK)
United Kingdom
$2.05M +$2.05M +26,114 New
KM
150
Kalos Management
Georgia
$2.05M +$67.9K +806 +3%
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6
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