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LPL Financial
LPLA

Overview Fund Activity

297 hedge funds and large institutions have $4.08B invested in LPL Financial in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-43
Holders Change %
-12.65%
% of All Funds
6.56%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
41
Increased
104
Reduced
114
Closed
81
Calls
$43.7M
Puts
$4.28M
Net Calls
+$39.4M
Net Calls Change
-$26.7M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$70.7M
2
CCP
2
Clarkston Capital Partners
Michigan
$118M
3
FCIM
3
Fairview Capital Investment Management
California
$112M
4
American Century Companies
4
American Century Companies
Missouri
$114M
5
Barclays
5
Barclays
United Kingdom
$29.5M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$17.2M
2
ECM
2
Engle Capital Management
Connecticut
$0
3
HCM
3
Highline Capital Management
New York
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$490M
5
Citadel Advisors
5
Citadel Advisors
Florida
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
176
Guggenheim Capital
Illinois
$626K -$125K -2,299 -17%
Mackenzie Financial
177
Mackenzie Financial
Ontario, Canada
$625K +$10.9K +201 +2%
FIM
178
Freedom Investment Management
Connecticut
$596K +$53.3K +564 +10%
State of Wisconsin Investment Board
179
State of Wisconsin Investment Board
Wisconsin
$594K -$28.8K -530 -5%
SBIA
180
Sheaff Brock Investment Advisors
Indiana
$587K -$33.6K -617 -5%
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$582K +$201K +3,701 +53%
CCM
182
Cadence Capital Management
Massachusetts
$557K +$557K +10,236 New
RCS
183
Retirement Capital Strategies
California
$547K – – –
Connor, Clark & Lunn Investment Management (CC&L)
184
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$538K +$538K +9,880 New
RJT
185
Raymond James Trust
Florida
$524K +$120K +2,200 +30%
Mitsubishi UFJ Trust & Banking
186
Mitsubishi UFJ Trust & Banking
Japan
$523K – – –
MAM
187
Meeder Asset Management
Ohio
$511K +$383K +7,034 +299%
Sumitomo Mitsui Trust Group
188
Sumitomo Mitsui Trust Group
Japan
$501K +$147K +2,704 +42%
RIM
189
Redwood Investment Management
Arizona
$499K -$112K -2,052 -18%
AAM
190
Advisors Asset Management
Colorado
$486K +$70.9K +1,302 +17%
VRS
191
Virginia Retirement Systems
Virginia
$479K +$10.9K +200 +2%
SAM
192
Shell Asset Management
Netherlands
$474K -$7.24K -133 -2%
HW
193
Hancock Whitney
Mississippi
$474K – – –
SO
194
STRS Ohio
Ohio
$457K +$457K +8,405 New
FAIM
195
Financial Advocates Investment Management
Washington
$439K -$473K -8,672 -52%
NAM
196
Nexpoint Asset Management
Texas
$435K -$1.33M -24,500 -75%
Stifel Financial
197
Stifel Financial
Missouri
$433K +$15K +279 +4%
HIM
198
Hillsdale Investment Management
Ontario, Canada
$398K – – –
PIA
199
Piedmont Investment Advisors
North Carolina
$389K +$60.8K +1,117 +19%
JIR
200
James Investment Research
Ohio
$388K -$178K -3,275 -31%
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