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LPL Financial
LPLA

Overview Fund Activity

371 hedge funds and large institutions have $8.07B invested in LPL Financial in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+46
Holders Change %
+14.15%
% of All Funds
6.58%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.27%
New
79
Increased
117
Reduced
126
Closed
32
Calls
$11.5M
Puts
$22.4M
Net Calls
-$11M
Net Calls Change
-$4.35M

Top Buyers

1
CTA
Carillon Tower Advisers
Florida
$116M
2
Wells Fargo
Wells Fargo
California
$110M
3
FCM
Frontier Capital Management
Massachusetts
$110M
4
ACL
Azora Capital LP
Florida
$71.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$55.7M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$132M
2
Invesco
Invesco
Georgia
$241M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$22.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$802M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
201
Raymond James Trust
Florida
$917K -$71.5K -686 -7%
Jane Street
202
Jane Street
New York
$910K -$2.4M -23,016 -72%
Luther King Capital Management (LKCM)
203
Luther King Capital Management (LKCM)
Texas
$906K +$164K +1,577 +22%
Osaic Holdings
204
Osaic Holdings
Arizona
$866K -$20.8K -200 -2%
WG
205
Winton Group
United Kingdom
$850K -$1.81M -17,333 -68%
SC
206
Saltoro Capital
Texas
$834K +$834K +8,000 New
AAM
207
Advisors Asset Management
Colorado
$828K -$203K -1,944 -20%
Mitsubishi UFJ Trust & Banking
208
Mitsubishi UFJ Trust & Banking
Japan
$823K -$156K -1,500 -16%
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$818K -$555K -5,326 -40%
CIA
210
CSat Investment Advisory
Michigan
$791K -$189K -1,818 -19%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$767K -$49.9K -479 -6%
PI
212
PEAK6 Investments
Illinois
$760K -$350K -3,360 -32%
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$758K -$753K -7,226 -50%
Asset Management One
214
Asset Management One
Japan
$758K -$191K -1,833 -20%
Royal Bank of Canada
215
Royal Bank of Canada
Ontario, Canada
$730K +$203K +1,947 +38%
FFA
216
Freedman Financial Associates
Massachusetts
$730K +$730K +7,000 New
New York State Teachers Retirement System (NYSTRS)
217
New York State Teachers Retirement System (NYSTRS)
New York
$698K -$10.4K -100 -1%
CI Investments Inc
218
CI Investments Inc
Ontario, Canada
$680K +$56.2K +539 +9%
PAMU
219
Pictet Asset Management (UK)
United Kingdom
$677K – – –
PP
220
Paloma Partners
Connecticut
$674K -$989K -9,484 -59%
TRCT
221
Tower Research Capital (TRC)
New York
$649K -$542K -5,196 -45%
MSE
222
MUFG Securities EMEA
United Kingdom
$625K -$5.21M -50,000 -89%
Acadian Asset Management
223
Acadian Asset Management
Massachusetts
$622K +$67.7K +649 +12%
AAM
224
Aureus Asset Management
Massachusetts
$610K – – –
VF
225
Virtu Financial
New York
$593K +$593K +5,693 New
7 8
9
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