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LPL Financial
LPLA

Overview Fund Activity

416 hedge funds and large institutions have $10.3B invested in LPL Financial in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 140 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+21
Holders Change %
+5.32%
% of All Funds
7.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
63
Increased
155
Reduced
140
Closed
39
Calls
$35.8M
Puts
$6.99M
Net Calls
+$28.8M
Net Calls Change
+$29.9M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$147M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$52.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$51.3M
4
Macquarie Group
Macquarie Group
Australia
+$42.1M
5
American Century Companies
American Century Companies
Missouri
+$40.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$133M
2
FCIM
Fairview Capital Investment Management
California
-$103M
3
Invesco
Invesco
Georgia
-$91.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$82.2M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMAM
201
Picton Mahoney Asset Management
Ontario, Canada
$1.38M +$1.38M +10,215 New
SAM
202
Shell Asset Management
Netherlands
$1.38M +$74.3K +550 +6%
IMRF
203
Illinois Municipal Retirement Fund
Illinois
$1.36M – – –
RCS
204
Retirement Capital Strategies
California
$1.36M – – –
SBIA
205
Sheaff Brock Investment Advisors
Indiana
$1.34M +$56K +415 +4%
SO
206
STRS Ohio
Ohio
$1.29M +$95.8K +710 +8%
State of Wisconsin Investment Board
207
State of Wisconsin Investment Board
Wisconsin
$1.28M -$60.8K -450 -5%
EP
208
Edgestream Partners
New Jersey
$1.28M +$1.28M +9,459 New
JPMPWA
209
J.P. Morgan Private Wealth Advisors
California
$1.26M +$941K +6,975 +296%
FAIM
210
Financial Advocates Investment Management
Washington
$1.25M +$25.4K +188 +2%
X
211
Xponance
Pennsylvania
$1.25M +$1.25M +9,230 New
CC
212
Cipher Capital
New York
$1.23M +$1.23M +9,106 New
PRC
213
Pearl River Capital
Michigan
$1.16M +$1.16M +8,602 New
P
214
Pitcairn
Pennsylvania
$1.13M -$4.86K -36 -0.4%
FFA
215
Freedman Financial Associates
Massachusetts
$1.08M +$130K +962 +14%
FIM
216
Freedom Investment Management
Connecticut
$1.07M -$332K -2,461 -24%
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$1.04M -$35.5K -263 -3%
FA
218
FDx Advisors
Illinois
$1.04M +$150K +1,109 +17%
NW
219
NewEdge Wealth
Pennsylvania
$1.02M +$186K +1,379 +22%
AAM
220
Advisors Asset Management
Colorado
$1.01M +$6.48K +48 +0.6%
Prudential Financial
221
Prudential Financial
New Jersey
$1.01M +$26.3K +195 +3%
RJT
222
Raymond James Trust
Florida
$971K -$178K -1,320 -16%
CCIA
223
Campbell & Co Investment Adviser
Maryland
$956K +$956K +7,080 New
PGCM
224
Prescott Group Capital Management
Oklahoma
$945K – – –
TCM
225
Teza Capital Management
Illinois
$933K +$933K +6,912 New
7 8
9
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