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LPL Financial
LPLA

Overview Fund Activity

340 hedge funds and large institutions have $6.02B invested in LPL Financial in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 99 increasing their positions, 122 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+43
Holders Change %
+14.48%
% of All Funds
6.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
89
Increased
99
Reduced
122
Closed
45
Calls
$13.1M
Puts
$16.2M
Net Calls
-$3.08M
Net Calls Change
-$42.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$230M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$120M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$63.2M
4
Invesco
4
Invesco
Georgia
$232M
5
Deutsche Bank
5
Deutsche Bank
Germany
$100M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$8.63M
2
American Century Companies
2
American Century Companies
Missouri
$78.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$114M
4
JCM
4
Junto Capital Management
New York
$50M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
176
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.34M – – –
Bessemer Group
177
Bessemer Group
New Jersey
$1.31M +$1.31M +16,702 New
PI
178
PEAK6 Investments
Illinois
$1.28M +$1.28M +16,303 New
Rafferty Asset Management
179
Rafferty Asset Management
New York
$1.27M +$1.27M +16,161 New
CIBC Asset Management
180
CIBC Asset Management
Ontario, Canada
$1.22M – – –
URS
181
Utah Retirement Systems
Utah
$1.18M -$23.5K -300 -2%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$1.14M +$1.14M +14,481 New
FB
183
Fulton Bank
Pennsylvania
$1.13M +$1.13M +14,377 New
WG
184
Winton Group
United Kingdom
$1.12M -$50.9K -650 -4%
Nomura Holdings
185
Nomura Holdings
Japan
$1.08M -$482K -6,155 -31%
ETC
186
Exchange Traded Concepts
Oklahoma
$1.08M +$1.08M +13,712 New
Comerica Bank
187
Comerica Bank
Texas
$1.06M -$145K -1,885 -12%
CCM
188
Cadence Capital Management
Massachusetts
$1.02M +$214K +2,730 +27%
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$975K -$1.02K -13 -0.1%
CIBC World Market
190
CIBC World Market
Ontario, Canada
$969K +$25.5K +325 +3%
OLA
191
Oliver Luxxe Assets
New Jersey
$962K +$962K +12,265 New
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$942K – – –
IIC
193
Ironwood Investment Counsel
Arizona
$909K -$2.35K -30 -0.3%
Mackenzie Financial
194
Mackenzie Financial
Ontario, Canada
$894K -$6.2K -79 -0.7%
CC
195
Centiva Capital
New York
$868K +$868K +11,069 New
Stifel Financial
196
Stifel Financial
Missouri
$867K +$237K +3,016 +38%
SBIA
197
Sheaff Brock Investment Advisors
Indiana
$858K +$12.6K +161 +1%
ZIM
198
Zacks Investment Management
Illinois
$855K -$1.24M -15,845 -59%
QSS
199
Quantitative Systematic Strategies
Florida
$855K +$556K +7,090 +186%
3C
200
361 Capital
Colorado
$848K +$848K +10,813 New
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