LPLA icon

LPL Financial
LPLA

Overview Fund Activity

297 hedge funds and large institutions have $4.08B invested in LPL Financial in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-43
Holders Change %
-12.65%
% of All Funds
6.56%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
41
Increased
104
Reduced
114
Closed
81
Calls
$43.7M
Puts
$4.28M
Net Calls
+$39.4M
Net Calls Change
-$26.7M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$70.7M
2
CCP
2
Clarkston Capital Partners
Michigan
$118M
3
FCIM
3
Fairview Capital Investment Management
California
$112M
4
American Century Companies
4
American Century Companies
Missouri
$114M
5
Barclays
5
Barclays
United Kingdom
$29.5M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$17.2M
2
ECM
2
Engle Capital Management
Connecticut
$0
3
HCM
3
Highline Capital Management
New York
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$490M
5
Citadel Advisors
5
Citadel Advisors
Florida
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
201
New York State Teachers Retirement System (NYSTRS)
New York
$386K -$25.7K -473 -6%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$380K +$89.1K +1,635 +31%
Luther King Capital Management (LKCM)
203
Luther King Capital Management (LKCM)
Texas
$365K -$10.3K -190 -3%
Truist Financial
204
Truist Financial
North Carolina
$364K -$179K -3,285 -33%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$362K +$65.2K +1,198 +22%
OSIA
206
O'Shares Investment Advisers
Massachusetts
$354K -$27.1K -497 -7%
BOTW
207
Bank of the West
California
$327K -$76.3K -1,400 -19%
NA
208
Navellier & Associates
Nevada
$322K -$10.6K -195 -3%
FMT
209
First Mercantile Trust
Tennessee
$320K -$17.8K -327 -5%
NAM
210
NorthCoast Asset Management
Connecticut
$316K -$470K -8,623 -60%
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$313K -$476K -8,747 -60%
SRAM
212
Stone Ridge Asset Management
New York
$313K – – –
MLICM
213
Metropolitan Life Insurance Company (MetLife)
New York
$307K -$9.69K -178 -3%
CI Investments Inc
214
CI Investments Inc
Ontario, Canada
$307K -$6.64K -122 -2%
BBHC
215
Brown Brothers Harriman & Co
New York
$300K +$191K +3,500 +174%
IAA
216
Independent Advisor Alliance
North Carolina
$298K +$57K +1,046 +24%
AIM
217
Aigen Investment Management
New York
$290K +$290K +5,320 New
SM
218
Sciencast Management
New Jersey
$279K -$220K -4,449 -44%
ProShare Advisors
219
ProShare Advisors
Maryland
$279K -$220K -4,038 -44%
SF
220
Synovus Financial
Georgia
$277K +$33.5K +622 +14%
SOADOR
221
State of Alaska Department of Revenue
Alaska
$272K +$326 +6 +0.1%
LCM
222
Logan Capital Management
Pennsylvania
$250K -$707 -13 -0.3%
Schroder Investment Management Group
223
Schroder Investment Management Group
United Kingdom
$248K -$45.6K -855 -16%
Walleye Trading
224
Walleye Trading
New York
$246K +$246K +4,526 New
VLC
225
Van Leeuwen & Company
New Jersey
$235K – – –
7 8
9
10 11