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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 Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
ClariVest Asset Management
California
$4.72M -$44.6K -314 -0.9%
SFI
127
Susquehanna Fundamental Investments
Pennsylvania
$4.58M +$563K +3,960 +14%
CCMG
128
Clark Capital Management Group
Pennsylvania
$4.33M -$1.91M -13,466 -31%
CCA
129
Catalyst Capital Advisors
New York
$4.27M +$4.27M +30,000 New
PE
130
Point72 Europe
United Kingdom
$4.22M -$4.52M -31,800 -52%
PFO
131
Pathstone Family Office
New Jersey
$4.22M +$326K +2,290 +8%
WBC
132
Westpac Banking Corp
Australia
$4.21M -$361K -2,536 -8%
YCMGA
133
York Capital Management Global Advisors
New York
$4.1M +$4.1M +28,819 New
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$4.09M -$185K -1,300 -4%
BAM
135
Bullseye Asset Management
Colorado
$3.97M – – –
Truist Financial
136
Truist Financial
North Carolina
$3.96M +$1.72M +12,109 +77%
SCA
137
Snowden Capital Advisors
New York
$3.95M +$3.95M +27,812 New
KW
138
KWB Wealth
California
$3.89M +$28K +197 +0.7%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$3.81M -$486K -3,330 -11%
GC
140
Globeflex Capital
California
$3.69M -$83.7K -589 -2%
Jane Street
141
Jane Street
New York
$3.66M +$2.42M +17,043 +195%
VAS
142
Vestmark Advisory Solutions
Massachusetts
$3.5M +$3.5M +24,618 New
BA
143
Bridgewater Associates
Connecticut
$3.45M +$1.44M +10,146 +72%
Osaic Holdings
144
Osaic Holdings
Arizona
$3.42M +$2.24M +15,759 +189%
CAM
145
Congress Asset Management
Massachusetts
$3.31M +$271K +1,907 +9%
ASRS
146
Arizona State Retirement System
Arizona
$3.28M +$20.6K +145 +0.6%
Tudor Investment Corp
147
Tudor Investment Corp
Connecticut
$3.19M +$3.19M +22,444 New
Daiwa Securities Group
148
Daiwa Securities Group
Japan
$3.19M -$195K -1,373 -6%
WAG
149
Winthrop Advisory Group
Massachusetts
$3.08M -$71.1K -500 -2%
EI
150
EAM Investors
California
$3.01M +$3.01M +21,179 New
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6
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