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LPL Financial
LPLA

Overview Fund Activity

325 hedge funds and large institutions have $5.84B invested in LPL Financial in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 131 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-15
Holders Change %
-4.41%
% of All Funds
6.57%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
39
Increased
113
Reduced
131
Closed
53
Calls
$8.09M
Puts
$14.7M
Net Calls
-$6.62M
Net Calls Change
-$3.54M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$457M
2
HVCM
2
HG Vora Capital Management
New York
$57.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$166M
4
ACM
4
Argent Capital Management
Missouri
$34.9M
5
EIP
5
Epoch Investment Partners
New York
$21.3M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$1.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$637M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$626M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
151
Congress Asset Management
Massachusetts
$1.48M -$151K -1,974 -9%
HF
152
HRT Financial
New York
$1.48M -$516K -6,735 -26%
Comerica Bank
153
Comerica Bank
Texas
$1.46M +$313K +3,760 +27%
FMBTD
154
First Midwest Bank Trust Division
Illinois
$1.43M +$678K +8,840 +90%
CSS
155
Cubist Systematic Strategies
Connecticut
$1.43M -$3.72M -48,485 -72%
VRS
156
Virginia Retirement Systems
Virginia
$1.42M +$76.6K +1,000 +6%
CIBC Asset Management
157
CIBC Asset Management
Ontario, Canada
$1.37M +$184K +2,404 +16%
CWM
158
Cornerstone Wealth Management
Missouri
$1.31M -$127K -1,652 -9%
MWNA
159
Marshall Wace North America
New York
$1.29M -$4.56M -59,402 -78%
MC
160
Maverick Capital
Texas
$1.28M -$796K -10,383 -38%
PP
161
Paloma Partners
Connecticut
$1.22M -$3.54M -46,112 -74%
AC
162
Athanor Capital
New York
$1.21M +$1.21M +15,799 New
Ensign Peak Advisors
163
Ensign Peak Advisors
Utah
$1.21M +$733K +9,560 +154%
YMRC
164
Yorktown Management & Research Company
Virginia
$1.2M +$1.2M +15,700 New
Barclays
165
Barclays
United Kingdom
$1.18M -$1.05M -13,729 -47%
URS
166
Utah Retirement Systems
Utah
$1.16M +$7.67K +100 +0.7%
BAMF
167
BI Asset Management Fondsmaeglerselskab
Denmark
$1.12M -$776K -10,117 -41%
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$1.11M +$911K +11,880 +453%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$1.11M – – –
TCM
170
Tributary Capital Management
Nebraska
$1.1M +$345K +4,500 +45%
Deutsche Bank
171
Deutsche Bank
Germany
$1.1M -$97.1M -1,267,236 -99%
ETC
172
Exchange Traded Concepts
Oklahoma
$1.06M +$4.98K +65 +0.5%
Neuberger Berman Group
173
Neuberger Berman Group
New York
$1.02M +$616K +8,033 +151%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$1.01M -$3.18M -41,536 -76%
OLA
175
Oliver Luxxe Assets
New Jersey
$983K +$42.2K +550 +4%
5 6
7
8 9