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LPL Financial
LPLA

Overview Fund Activity

418 hedge funds and large institutions have $12B invested in LPL Financial in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 161 increasing their positions, 136 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.34%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.3%
New
55
Increased
161
Reduced
136
Closed
48
Calls
$11.2M
Puts
$8.16M
Net Calls
+$3.01M
Net Calls Change
-$25.8M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$152M
2
Deutsche Bank
Deutsche Bank
Germany
$80.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$232M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$81.2M
5
JCM
Junto Capital Management
New York
$123M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$1.35M
3
HVCM
HG Vora Capital Management
New York
$125M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.08B
5
IAM
Iridian Asset Management
Connecticut
$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OLA
176
Oliver Luxxe Assets
New Jersey
$2.49M +$167K +1,068 +7%
DIA
177
Dana Investment Advisors
Wisconsin
$2.46M -$22.6K -144 -0.9%
YMRC
178
Yorktown Management & Research Company
Virginia
$2.46M +$78.4K +500 +3%
TAM
179
Tocqueville Asset Management
New York
$2.36M -$307K -1,961 -12%
Marshall Wace
180
Marshall Wace
United Kingdom
$2.36M +$1.66M +10,558 +237%
SC
181
Sovarnum Capital
New York
$2.35M +$2.35M +15,000 New
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$2.27M – – –
URS
183
Utah Retirement Systems
Utah
$2.24M -$125K -800 -5%
HBCM
184
Heron Bay Capital Management
Michigan
$2.17M +$80.3K +512 +4%
Impax Asset Management Group
185
Impax Asset Management Group
United Kingdom
$2.14M – – –
MS
186
Maven Securities
Jersey
$2.1M +$2.1M +13,400 New
KM
187
Kalos Management
Georgia
$2.07M -$108K -646 -5%
CAM
188
Congress Asset Management
Massachusetts
$2M +$18.8K +120 +0.9%
Teacher Retirement System of Texas
189
Teacher Retirement System of Texas
Texas
$2M +$367K +2,339 +22%
CIBC World Market
190
CIBC World Market
Ontario, Canada
$1.99M -$17.1K -109 -0.9%
FIM
191
Freedom Investment Management
Connecticut
$1.94M +$692K +4,411 +55%
PI
192
PEAK6 Investments
Illinois
$1.93M +$1.21M +7,728 +168%
FB
193
Fulton Bank
Pennsylvania
$1.92M -$141K -898 -7%
Public Employees Retirement Association of Colorado
194
Public Employees Retirement Association of Colorado
Colorado
$1.84M – – –
AG
195
Algert Global
California
$1.83M +$1.83M +11,640 New
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$1.79M -$1.72K -11 -0.1%
PMAM
197
Picton Mahoney Asset Management
Ontario, Canada
$1.69M +$90.9K +580 +6%
Jane Street
198
Jane Street
New York
$1.66M -$5.34M -34,056 -76%
IMRF
199
Illinois Municipal Retirement Fund
Illinois
$1.58M – – –
SBIA
200
Sheaff Brock Investment Advisors
Indiana
$1.58M +$24.5K +156 +2%
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8
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