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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
1
Point72 Asset Management
Connecticut
$70.7M
2
CCP
2
Clarkston Capital Partners
Michigan
$118M
3
FCIM
3
Fairview Capital Investment Management
California
$112M
4
American Century Companies
4
American Century Companies
Missouri
$114M
5
Barclays
5
Barclays
United Kingdom
$29.5M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$17.2M
2
ECM
2
Engle Capital Management
Connecticut
$0
3
HCM
3
Highline Capital Management
New York
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$490M
5
Citadel Advisors
5
Citadel Advisors
Florida
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
151
UBS Group
Switzerland
$996K -$956K -17,574 -49%
CWM
152
Cornerstone Wealth Management
Missouri
$994K +$125K +2,298 +14%
Capital Fund Management (CFM)
153
Capital Fund Management (CFM)
France
$988K +$816K +15,000 +475%
BAM
154
Bullseye Asset Management
Colorado
$951K +$434K +7,970 +84%
CAM
155
Congress Asset Management
Massachusetts
$928K -$811K -14,910 -47%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
156
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$928K – – –
KAS
157
Kemnay Advisory Services
New York
$905K +$905K +16,634 New
Renaissance Technologies
158
Renaissance Technologies
New York
$876K -$3.72M -68,300 -81%
ACM
159
Argent Capital Management
Missouri
$845K +$28.4K +521 +3%
CIBC Asset Management
160
CIBC Asset Management
Ontario, Canada
$844K – – –
Ensign Peak Advisors
161
Ensign Peak Advisors
Utah
$838K -$2.36M -43,340 -74%
Comerica Bank
162
Comerica Bank
Texas
$837K -$71.4K -1,337 -8%
URS
163
Utah Retirement Systems
Utah
$833K – – –
LCH
164
Lee Capital Holdings
New York
$827K +$827K +15,190 New
ACM
165
AlphaCrest Capital Management
New York
$819K +$480K +8,812 +141%
WG
166
Winton Group
United Kingdom
$810K -$669K -12,282 -45%
Acadian Asset Management
167
Acadian Asset Management
Massachusetts
$804K +$145K +2,660 +22%
XK
168
Xact Kapitalforvaltning
Sweden
$788K – – –
Osaic Holdings
169
Osaic Holdings
Arizona
$720K +$720K +13,382 New
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$677K +$2.07K +38 +0.3%
VI
171
Versor Investments
New York
$675K +$434K +7,970 +180%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$655K +$10.9K +200 +2%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$654K +$50.6K +930 +8%
NIP
174
Nicholas Investment Partners
California
$642K +$99.3K +1,824 +18%
IIC
175
Ironwood Investment Counsel
Arizona
$633K +$236K +4,330 +59%
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