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LPL Financial
LPLA

Overview Fund Activity

416 hedge funds and large institutions have $10.3B invested in LPL Financial in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 140 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+21
Holders Change %
+5.32%
% of All Funds
7.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
63
Increased
155
Reduced
140
Closed
39
Calls
$35.8M
Puts
$6.99M
Net Calls
+$28.8M
Net Calls Change
+$29.9M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
$147M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$52.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$81.6M
4
Macquarie Group
Macquarie Group
Australia
$42.5M
5
American Century Companies
American Century Companies
Missouri
$144M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$387M
2
FCIM
Fairview Capital Investment Management
California
$86.2M
3
Invesco
Invesco
Georgia
$272M
4
Vanguard Group
Vanguard Group
Pennsylvania
$958M
5
VNIM
Vaughan Nelson Investment Management
Texas
$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
151
Vestmark Advisory Solutions
Massachusetts
$3.65M +$331K +2,453 +10%
FVWA
152
Foster Victor Wealth Advisors
South Carolina
$3.58M +$811K +6,004 +29%
BA
153
Bridgewater Associates
Connecticut
$3.44M +$160K +1,185 +5%
WBC
154
Westpac Banking Corp
Australia
$3.44M -$560K -4,151 -14%
GC
155
Globeflex Capital
California
$3.32M -$184K -1,360 -5%
SG Americas Securities
156
SG Americas Securities
New York
$3.29M +$2.97M +21,999 +942%
PI
157
PFS Investments
Georgia
$3.14M +$1.42M +10,283 +83%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$3.13M -$451K -3,287 -13%
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$3.02M +$1.71M +12,700 +131%
APG Asset Management
160
APG Asset Management
Netherlands
$2.96M +$182K +1,600 +7%
ASRS
161
Arizona State Retirement System
Arizona
$2.92M -$192K -1,422 -6%
WAG
162
Winthrop Advisory Group
Massachusetts
$2.92M – – –
BAMF
163
BI Asset Management Fondsmaeglerselskab
Denmark
$2.89M -$1.63M -12,043 -36%
BPM
164
Bowling Portfolio Management
Ohio
$2.85M +$58K +430 +2%
AB
165
Amalgamated Bank
New York
$2.85M +$1.56M +11,532 +121%
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$2.83M +$1.07M +7,891 +61%
PAG
167
Private Advisor Group
New Jersey
$2.77M -$45.8K -339 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
168
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.72M +$2.72M +20,149 New
Daiwa Securities Group
169
Daiwa Securities Group
Japan
$2.63M -$394K -2,916 -13%
Axa
170
Axa
France
$2.57M -$15.9M -117,800 -86%
AAMU
171
AEGON Asset Management (UK)
United Kingdom
$2.4M -$425K -3,146 -15%
CCMG
172
Clark Capital Management Group
Pennsylvania
$2.39M -$1.72M -12,742 -42%
NIPH
173
NN Investment Partners Holdings
Netherlands
$2.38M +$711K +5,265 +43%
TPCW
174
TD Private Client Wealth
New York
$2.31M +$24K +178 +1%
TAM
175
Tocqueville Asset Management
New York
$2.3M +$528K +3,910 +30%
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