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LPL Financial
LPLA

Overview Fund Activity

340 hedge funds and large institutions have $6.02B invested in LPL Financial in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 99 increasing their positions, 122 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+43
Holders Change %
+14.48%
% of All Funds
6.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
89
Increased
99
Reduced
122
Closed
45
Calls
$13.1M
Puts
$16.2M
Net Calls
-$3.08M
Net Calls Change
-$42.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$230M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$120M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$63.2M
4
Invesco
4
Invesco
Georgia
$232M
5
Deutsche Bank
5
Deutsche Bank
Germany
$100M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$8.63M
2
American Century Companies
2
American Century Companies
Missouri
$78.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$114M
4
JCM
4
Junto Capital Management
New York
$50M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
201
Pitcairn
Pennsylvania
$831K +$831K +10,597 New
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$822K +$597K +7,611 +265%
State of Wisconsin Investment Board
203
State of Wisconsin Investment Board
Wisconsin
$809K -$47K -600 -5%
AB
204
Amalgamated Bank
New York
$807K -$846K -10,784 -51%
RCS
205
Retirement Capital Strategies
California
$787K – – –
TCM
206
Tributary Capital Management
Nebraska
$776K +$776K +9,900 New
Asset Management One
207
Asset Management One
Japan
$771K +$771K +9,834 New
RJT
208
Raymond James Trust
Florida
$768K +$13.2K +169 +2%
FMBTD
209
First Midwest Bank Trust Division
Illinois
$766K +$766K +9,773 New
AAM
210
Advisors Asset Management
Colorado
$757K +$57.3K +731 +8%
Mitsubishi UFJ Trust & Banking
211
Mitsubishi UFJ Trust & Banking
Japan
$737K -$15.7K -200 -2%
Osaic Holdings
212
Osaic Holdings
Arizona
$729K -$318K -4,063 -30%
N
213
Natixis
France
$721K +$721K +9,200 New
Zurich Cantonal Bank
214
Zurich Cantonal Bank
Switzerland
$708K +$161K +2,052 +29%
FAIM
215
Financial Advocates Investment Management
Washington
$644K +$11.9K +152 +2%
SAM
216
Shell Asset Management
Netherlands
$625K -$57.8K -737 -8%
KAS
217
Kemnay Advisory Services
New York
$619K -$685K -8,740 -53%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$570K +$49.3K +630 +9%
GC
219
Guggenheim Capital
Illinois
$565K -$337K -4,300 -37%
New York State Teachers Retirement System (NYSTRS)
220
New York State Teachers Retirement System (NYSTRS)
New York
$557K – – –
PAM
221
Premier Asset Management
Illinois
$535K +$535K +6,818 New
FIM
222
Freedom Investment Management
Connecticut
$526K +$31.5K +402 +6%
LP
223
LMR Partners
United Kingdom
$519K +$519K +6,625 New
Luther King Capital Management (LKCM)
224
Luther King Capital Management (LKCM)
Texas
$515K -$11K -140 -2%
Truist Financial
225
Truist Financial
North Carolina
$515K -$8.22K -105 -2%
7 8
9
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