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LPL Financial
LPLA

Overview Fund Activity

395 hedge funds and large institutions have $11B invested in LPL Financial in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+24
Holders Change %
+6.47%
% of All Funds
6.96%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
83
Increased
124
Reduced
141
Closed
55
Calls
$23.6M
Puts
$24.7M
Net Calls
-$1.11M
Net Calls Change
+$9.87M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$273M
2
Wells Fargo
Wells Fargo
California
$369M
3
MC
Maverick Capital
Texas
$121M
4
IAM
Iridian Asset Management
Connecticut
$92M
5
Victory Capital Management
Victory Capital Management
Texas
$99M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$547M
2
SC
Samlyn Capital
New York
$354M
3
AllianceBernstein
AllianceBernstein
Tennessee
$177M
4
MWA
Marshall Wace Asia
Hong Kong
$49.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
201
STRS Ohio
Ohio
$1.26M +$1.26M +8,870 New
Luther King Capital Management (LKCM)
202
Luther King Capital Management (LKCM)
Texas
$1.24M – – –
RJT
203
Raymond James Trust
Florida
$1.21M -$40.7K -286 -3%
P
204
Pitcairn
Pennsylvania
$1.19M -$283K -1,987 -19%
Mirae Asset Global Investments
205
Mirae Asset Global Investments
South Korea
$1.19M +$1.19M +8,343 New
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$1.13M -$271K -1,906 -19%
AAM
207
Advisors Asset Management
Colorado
$1.06M -$73.2K -515 -6%
LCH
208
Lee Capital Holdings
New York
$1.05M +$1.05M +7,415 New
PI
209
PEAK6 Investments
Illinois
$1.04M +$142 +1 +0%
Prudential Financial
210
Prudential Financial
New Jersey
$1.04M -$2M -14,082 -66%
KAS
211
Kemnay Advisory Services
New York
$1.02M +$1.02M +7,167 New
FFA
212
Freedman Financial Associates
Massachusetts
$995K – – –
PGCM
213
Prescott Group Capital Management
Oklahoma
$995K +$569K +4,000 +133%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$955K -$91.2K -642 -9%
Canada Life
215
Canada Life
Manitoba, Canada
$938K -$10M -70,963 -91%
ProShare Advisors
216
ProShare Advisors
Maryland
$938K +$176K +1,239 +23%
FA
217
FDx Advisors
Illinois
$935K +$935K +6,576 New
NIP
218
Nicholas Investment Partners
California
$915K +$915K +6,434 New
KPWS
219
Kestra Private Wealth Services
Texas
$894K +$182K +1,280 +26%
PAMU
220
Pictet Asset Management (UK)
United Kingdom
$881K -$42.6K -300 -5%
NW
221
NewEdge Wealth
Pennsylvania
$877K +$877K +6,166 New
LA
222
LVW Advisors
New York
$868K +$868K +6,105 New
MSRPS
223
Maryland State Retirement & Pension System
Maryland
$854K +$854K +6,006 New
AAM
224
Aureus Asset Management
Massachusetts
$839K +$7.82K +55 +0.9%
CI Investments Inc
225
CI Investments Inc
Ontario, Canada
$811K -$117K -820 -13%
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