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LPL Financial
LPLA

Overview Fund Activity

395 hedge funds and large institutions have $11B invested in LPL Financial in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+24
Holders Change %
+6.47%
% of All Funds
6.96%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
83
Increased
124
Reduced
141
Closed
55
Calls
$23.6M
Puts
$24.7M
Net Calls
-$1.11M
Net Calls Change
+$9.87M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$273M
2
Wells Fargo
Wells Fargo
California
$369M
3
MC
Maverick Capital
Texas
$121M
4
IAM
Iridian Asset Management
Connecticut
$92M
5
Victory Capital Management
Victory Capital Management
Texas
$99M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$547M
2
SC
Samlyn Capital
New York
$354M
3
AllianceBernstein
AllianceBernstein
Tennessee
$177M
4
MWA
Marshall Wace Asia
Hong Kong
$49.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVWA
151
Foster Victor Wealth Advisors
South Carolina
$3M +$671K +4,596 +29%
ECM
152
ExodusPoint Capital Management
New York
$2.97M -$2.25M -15,803 -43%
AAMU
153
AEGON Asset Management (UK)
United Kingdom
$2.97M -$1.01M -7,139 -25%
PAG
154
Private Advisor Group
New Jersey
$2.97M -$29.9K -210 -1%
APG Asset Management
155
APG Asset Management
Netherlands
$2.95M -$617K -5,100 -17%
BPM
156
Bowling Portfolio Management
Ohio
$2.95M -$252K -1,770 -8%
CA
157
Capitolis Advisors
New York
$2.91M – – –
BPIM
158
Brant Point Investment Management
New York
$2.84M – – –
BC
159
Brookfield Corp
Ontario, Canada
$2.75M +$2.75M +19,371 New
BF
160
BOK Financial
Oklahoma
$2.63M +$557K +3,918 +27%
TCM
161
Tributary Capital Management
Nebraska
$2.55M +$498K +3,500 +24%
JAM
162
Jupiter Asset Management
United Kingdom
$2.53M +$2.53M +17,767 New
Point72 Asset Management
163
Point72 Asset Management
Connecticut
$2.46M +$2.29M +16,100 +1,342%
TPCW
164
TD Private Client Wealth
New York
$2.4M +$2.4M +16,916 New
CWM
165
Cornerstone Wealth Management
Missouri
$2.32M -$90.5K -637 -4%
Deutsche Bank
166
Deutsche Bank
Germany
$2.32M +$409K +2,873 +21%
DIA
167
Dana Investment Advisors
Wisconsin
$2.27M -$1.29M -9,042 -36%
YMRC
168
Yorktown Management & Research Company
Virginia
$2.23M +$71.1K +500 +3%
URS
169
Utah Retirement Systems
Utah
$2.15M -$85.3K -600 -4%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$2.06M – – –
IUHSA
171
Itau Unibanco Holding S.A.
Brazil
$2.03M -$756K -5,315 -27%
Impax Asset Management Group
172
Impax Asset Management Group
United Kingdom
$1.94M +$1.94M +13,677 New
Squarepoint
173
Squarepoint
New York
$1.93M -$2.66M -18,705 -58%
OLA
174
Oliver Luxxe Assets
New Jersey
$1.93M -$18.5K -130 -1%
FB
175
Fulton Bank
Pennsylvania
$1.88M +$195K +1,372 +12%
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