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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 %
CWM
176
Cornerstone Wealth Management
Missouri
$2.21M +$5.13K +38 +0.2%
OCA
177
Otter Creek Advisors
Florida
$2.15M -$2.35M -17,415 -52%
DIA
178
Dana Investment Advisors
Wisconsin
$2.14M -$11.9K -88 -0.6%
YMRC
179
Yorktown Management & Research Company
Virginia
$2.05M -$67.5K -500 -3%
URS
180
Utah Retirement Systems
Utah
$2.04M – – –
TCM
181
Tributary Capital Management
Nebraska
$2.03M -$392K -2,900 -16%
OLA
182
Oliver Luxxe Assets
New Jersey
$2M +$169K +1,252 +9%
QC
183
Quadrature Capital
United Kingdom
$1.99M +$1.99M +14,738 New
Handelsbanken Fonder
184
Handelsbanken Fonder
Sweden
$1.96M – – –
Bank of Nova Scotia
185
Bank of Nova Scotia
Ontario, Canada
$1.94M -$27.4M -203,000 -93%
Squarepoint
186
Squarepoint
New York
$1.9M +$67.5K +500 +4%
KM
187
Kalos Management
Georgia
$1.9M +$116K +796 +6%
ACM
188
AlphaCrest Capital Management
New York
$1.85M +$1.43M +10,614 +346%
Impax Asset Management Group
189
Impax Asset Management Group
United Kingdom
$1.85M – – –
HBCM
190
Heron Bay Capital Management
Michigan
$1.8M +$160K +1,185 +10%
HSBC Holdings
191
HSBC Holdings
United Kingdom
$1.79M +$78.3K +580 +5%
FB
192
Fulton Bank
Pennsylvania
$1.77M -$13.5K -100 -0.8%
CIBC World Market
193
CIBC World Market
Ontario, Canada
$1.73M -$53.8K -399 -3%
CAM
194
Congress Asset Management
Massachusetts
$1.71M -$1.43M -10,611 -46%
DF
195
Donoghue Forlines
Massachusetts
$1.65M -$118K -876 -7%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$1.59M – – –
DTL
197
Dynamic Technology Lab
Singapore
$1.56M +$1.56M +11,570 New
EGM
198
Engineers Gate Manager
New York
$1.55M +$1.21M +8,940 +352%
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
$1.54M +$20.9K +155 +1%
Teacher Retirement System of Texas
200
Teacher Retirement System of Texas
Texas
$1.41M +$210K +1,553 +17%
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