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LPL Financial
LPLA

Overview Fund Activity

371 hedge funds and large institutions have $8.07B invested in LPL Financial in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 32 closing their positions.

Holders
371
Holders Change
+46
Holders Change %
+14.15%
% of All Funds
6.58%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.27%
New
79
Increased
117
Reduced
126
Closed
32
Calls
$11.5M
Puts
$22.4M
Net Calls
-$11M
Net Calls Change
-$4.35M

Top Buyers

1
CTA
1
Carillon Tower Advisers
Florida
$116M
2
Wells Fargo
2
Wells Fargo
California
$110M
3
FCM
3
Frontier Capital Management
Massachusetts
$110M
4
ACL
4
Azora Capital LP
Florida
$71.4M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$55.7M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$132M
2
Invesco
2
Invesco
Georgia
$241M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$22.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$802M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
151
Congress Asset Management
Massachusetts
$2.23M +$217K +2,082 +11%
PAG
152
Private Advisor Group
New Jersey
$2.2M -$246K -2,358 -10%
CA
153
Capitolis Advisors
New York
$2.13M +$2.13M +20,454 New
KM
154
Kalos Management
Georgia
$2.11M -$38K -301 -2%
CCM
155
Callodine Capital Management
Massachusetts
$2.08M – – –
BPIM
156
Brant Point Investment Management
New York
$2.08M +$2.08M +20,000 New
IUHSA
157
Itau Unibanco Holding S.A.
Brazil
$2.04M -$811K -7,785 -28%
VIA
158
Vident Investment Advisory
Georgia
$2.01M -$89.8K -862 -4%
QSS
159
Quantitative Systematic Strategies
Florida
$1.83M +$1.83M +17,541 New
CWM
160
Cornerstone Wealth Management
Missouri
$1.77M -$7.82K -75 -0.4%
NIPH
161
NN Investment Partners Holdings
Netherlands
$1.74M -$3.06M -29,352 -64%
FVWA
162
Foster Victor Wealth Advisors
South Carolina
$1.66M +$634K +6,084 +62%
Truist Financial
163
Truist Financial
North Carolina
$1.64M +$890K +8,542 +119%
URS
164
Utah Retirement Systems
Utah
$1.64M +$62.5K +600 +4%
OLA
165
Oliver Luxxe Assets
New Jersey
$1.6M +$99.9K +855 +7%
YMRC
166
Yorktown Management & Research Company
Virginia
$1.58M -$52.1K -500 -3%
BF
167
BOK Financial
Oklahoma
$1.52M -$581K -5,574 -28%
Mackenzie Financial
168
Mackenzie Financial
Ontario, Canada
$1.51M +$326K +3,131 +27%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$1.51M – – –
TCM
170
Tributary Capital Management
Nebraska
$1.5M – – –
BA
171
Bridgewater Associates
Connecticut
$1.47M +$1.47M +14,137 New
FMBTD
172
First Midwest Bank Trust Division
Illinois
$1.43M -$506K -4,853 -26%
Deutsche Bank
173
Deutsche Bank
Germany
$1.4M -$93.7K -899 -6%
MFS
174
Mirabella Financial Services
United Kingdom
$1.4M +$1.4M +13,391 New
Stifel Financial
175
Stifel Financial
Missouri
$1.39M +$230K +2,212 +20%
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