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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 %
HF
151
HRT Financial
New York
$2.04M +$2.04M +26,003 New
Voloridge Investment Management
152
Voloridge Investment Management
Florida
$1.98M -$1.32M -16,781 -40%
BPM
153
Bowling Portfolio Management
Ohio
$1.95M -$11.1K -142 -0.6%
BAMF
154
BI Asset Management Fondsmaeglerselskab
Denmark
$1.94M +$1.94M +24,735 New
PAG
155
Private Advisor Group
New Jersey
$1.85M -$60.4K -770 -3%
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
$1.84M -$3.51M -44,771 -66%
BF
157
BOK Financial
Oklahoma
$1.77M +$58.9K +751 +3%
LPL Financial
158
LPL Financial
California
$1.74M -$174K -2,224 -9%
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$1.73M -$31.1M -397,070 -95%
WAG
160
Winthrop Advisory Group
Massachusetts
$1.7M – – –
NEI
161
Northwest & Ethical Investments
Ontario, Canada
$1.7M -$246K -3,134 -13%
CAM
162
Congress Asset Management
Massachusetts
$1.67M +$329K +4,197 +25%
ESCM
163
Echo Street Capital Management
New York
$1.63M +$1.63M +20,780 New
VIA
164
Vident Investment Advisory
Georgia
$1.62M -$192K -2,451 -11%
UBS Group
165
UBS Group
Switzerland
$1.61M +$179K +2,280 +12%
DTL
166
Dynamic Technology Lab
Singapore
$1.6M +$1.6M +20,375 New
SGA
167
Strategic Global Advisors
California
$1.58M +$1.58M +20,092 New
ACM
168
Argent Capital Management
Missouri
$1.49M +$274K +3,500 +23%
EGM
169
Engineers Gate Manager
New York
$1.49M +$31.8K +406 +2%
GT
170
Glenmede Trust
Pennsylvania
$1.47M +$132K +1,683 +10%
CWM
171
Cornerstone Wealth Management
Missouri
$1.47M +$33.6K +429 +2%
ASRS
172
Arizona State Retirement System
Arizona
$1.41M -$78.8K -1,005 -5%
Citadel Advisors
173
Citadel Advisors
Florida
$1.4M -$42.7M -544,929 -97%
Squarepoint
174
Squarepoint
New York
$1.39M -$474K -6,043 -25%
VRS
175
Virginia Retirement Systems
Virginia
$1.37M +$682K +8,700 +99%
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7
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