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LPL Financial
LPLA

Overview Fund Activity

416 hedge funds and large institutions have $10.3B invested in LPL Financial in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 140 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+21
Holders Change %
+5.32%
% of All Funds
7.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
63
Increased
155
Reduced
140
Closed
39
Calls
$35.8M
Puts
$6.99M
Net Calls
+$28.8M
Net Calls Change
+$29.9M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
$147M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$52.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$81.6M
4
Macquarie Group
Macquarie Group
Australia
$42.5M
5
American Century Companies
American Century Companies
Missouri
$144M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$387M
2
FCIM
Fairview Capital Investment Management
California
$86.2M
3
Invesco
Invesco
Georgia
$272M
4
Vanguard Group
Vanguard Group
Pennsylvania
$958M
5
VNIM
Vaughan Nelson Investment Management
Texas
$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
126
Qube Research & Technologies (QRT)
United Kingdom
$6.22M +$6.22M +46,043 New
Rafferty Asset Management
127
Rafferty Asset Management
New York
$6.09M +$745K +5,521 +14%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$6.04M -$643K -4,766 -10%
Jane Street
129
Jane Street
New York
$6.02M +$2.54M +18,850 +73%
AQR Capital Management
130
AQR Capital Management
Connecticut
$5.76M -$644K -4,773 -10%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$5.43M +$5.43M +40,236 New
BPIM
132
Brant Point Investment Management
New York
$5.4M +$2.7M +20,000 +100%
CA
133
Capitolis Advisors
New York
$5.3M +$2.54M +18,808 +92%
Nomura Asset Management
134
Nomura Asset Management
Japan
$4.76M +$258K +1,914 +6%
PFO
135
Pathstone Family Office
New Jersey
$4.66M +$652K +4,830 +16%
CAM
136
ClariVest Asset Management
California
$4.48M -$2.02K -15 -0%
Truist Financial
137
Truist Financial
North Carolina
$4.36M +$601K +4,457 +16%
PE
138
Point72 Europe
United Kingdom
$4.35M +$337K +2,500 +8%
SFI
139
Susquehanna Fundamental Investments
Pennsylvania
$4.33M -$13.5K -100 -0.3%
Los Angeles Capital Management
140
Los Angeles Capital Management
California
$4.32M -$465K -3,445 -10%
AACP
141
Advantage Alpha Capital Partners
California
$4.11M -$404K -2,993 -9%
Principal Financial Group
142
Principal Financial Group
Iowa
$4.05M -$15.9M -117,544 -80%
CCA
143
Catalyst Capital Advisors
New York
$4.05M – – –
SCA
144
Snowden Capital Advisors
New York
$4.04M +$285K +2,113 +8%
KW
145
KWB Wealth
California
$3.89M – – –
YCMGA
146
York Capital Management Global Advisors
New York
$3.89M – – –
CSS
147
Cubist Systematic Strategies
Connecticut
$3.78M +$3.13M +23,218 +485%
BAM
148
Bullseye Asset Management
Colorado
$3.77M – – –
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$3.74M -$147K -1,090 -4%
Osaic Holdings
150
Osaic Holdings
Arizona
$3.73M +$473K +3,498 +15%
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