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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.

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

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$132M
2
Invesco
Invesco
Georgia
$241M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$22.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$802M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
176
CIBC World Market
Ontario, Canada
$1.33M +$13.5K +130 +1%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$1.32M +$11.1K +107 +0.9%
CG
178
Castellan Group
Kentucky
$1.29M +$1.29M +12,420 New
HBCM
179
Heron Bay Capital Management
Michigan
$1.25M +$1.25M +11,974 New
FB
180
Fulton Bank
Pennsylvania
$1.24M +$12K +115 +1%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$1.23M -$27.2K -261 -2%
PI
182
PFS Investments
Georgia
$1.19M +$286K +2,449 +32%
IIC
183
Ironwood Investment Counsel
Arizona
$1.19M -$15.6K -150 -1%
Two Sigma Investments
184
Two Sigma Investments
New York
$1.18M -$1.02M -9,811 -46%
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$1.13M -$43.6K -418 -4%
SBIA
186
Sheaff Brock Investment Advisors
Indiana
$1.11M +$4.07K +39 +0.4%
P
187
Pitcairn
Pennsylvania
$1.08M -$8.86K -85 -0.8%
AB
188
Amalgamated Bank
New York
$1.07M -$2.09K -20 -0.2%
State of Wisconsin Investment Board
189
State of Wisconsin Investment Board
Wisconsin
$1.05M -$42.7K -410 -4%
IMRF
190
Illinois Municipal Retirement Fund
Illinois
$1.05M +$506K +4,859 +93%
RCS
191
Retirement Capital Strategies
California
$1.05M – – –
CSS
192
Cubist Systematic Strategies
Connecticut
$1.04M -$895K -8,586 -46%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$1.03M +$89.1K +855 +9%
VRS
194
Virginia Retirement Systems
Virginia
$1.02M -$906K -8,700 -47%
SAM
195
Shell Asset Management
Netherlands
$1.01M +$179K +1,714 +22%
BAMF
196
BI Asset Management Fondsmaeglerselskab
Denmark
$992K -$531K -5,095 -35%
PAM
197
Premier Asset Management
Illinois
$991K +$342K +3,281 +53%
FIM
198
Freedom Investment Management
Connecticut
$984K +$256K +2,459 +35%
RIM
199
Redwood Investment Management
Arizona
$979K -$8.13K -78 -0.8%
FAIM
200
Financial Advocates Investment Management
Washington
$941K +$82.6K +792 +10%
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