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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 %
CIBC World Market
176
CIBC World Market
Ontario, Canada
$1.88M +$68.9K +485 +4%
TAM
177
Tocqueville Asset Management
New York
$1.87M +$1.87M +13,125 New
DF
178
Donoghue Forlines
Massachusetts
$1.87M +$1.87M +13,127 New
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$1.85M +$49.3K +347 +3%
KM
180
Kalos Management
Georgia
$1.82M -$655K -4,416 -26%
HSBC Holdings
181
HSBC Holdings
United Kingdom
$1.81M -$6.9M -48,315 -79%
PI
182
PFS Investments
Georgia
$1.77M +$324K +2,278 +22%
CG
183
Castellan Group
Kentucky
$1.77M – – –
NIPH
184
NN Investment Partners Holdings
Netherlands
$1.76M -$614K -4,321 -26%
HBCM
185
Heron Bay Capital Management
Michigan
$1.73M +$28.3K +199 +2%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$1.67M – – –
PP
187
Paloma Partners
Connecticut
$1.63M +$707K +4,974 +77%
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$1.6M +$486K +3,420 +44%
SF
189
Symphony Financial
Texas
$1.52M +$1.52M +10,610 New
FIM
190
Freedom Investment Management
Connecticut
$1.48M +$137K +964 +10%
IMRF
191
Illinois Municipal Retirement Fund
Illinois
$1.44M – – –
RCS
192
Retirement Capital Strategies
California
$1.43M – – –
State of Wisconsin Investment Board
193
State of Wisconsin Investment Board
Wisconsin
$1.42M -$21.3K -150 -1%
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$1.38M -$156K -1,094 -10%
SAM
195
Shell Asset Management
Netherlands
$1.37M -$7.11K -50 -0.5%
VRS
196
Virginia Retirement Systems
Virginia
$1.37M -$28.4K -200 -2%
AB
197
Amalgamated Bank
New York
$1.36M -$98.7K -694 -7%
SBIA
198
Sheaff Brock Investment Advisors
Indiana
$1.35M -$160K -1,124 -11%
FAIM
199
Financial Advocates Investment Management
Washington
$1.29M +$3.7K +26 +0.3%
Teacher Retirement System of Texas
200
Teacher Retirement System of Texas
Texas
$1.26M +$228K +1,603 +22%
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