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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$521M 9,580,669 +172,319 +2%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$490M 8,994,339 -647,468 -7%
BlackRock
3
BlackRock
New York
$216M 3,961,471 +24,160 +0.6%
SC
4
Samlyn Capital
New York
$205M 3,773,455 +329,743 +10%
Invesco
5
Invesco
Georgia
$129M 2,361,099 -386,341 -14%
CCP
6
Clarkston Capital Partners
Michigan
$118M 2,176,889 +806,137 +59%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$118M 2,166,784 +359,305 +20%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$115M 2,112,021 -286,322 -12%
American Century Companies
9
American Century Companies
Missouri
$114M 2,097,691 +520,078 +33%
FCIM
10
Fairview Capital Investment Management
California
$112M 2,061,553 +630,173 +44%
SCA
11
Southpoint Capital Advisors
New York
$105M 1,925,000 +175,000 +10%
FPA
12
First Pacific Advisors
California
$89.4M 1,642,898 -254,348 -13%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$75.1M 1,379,721 +49,393 +4%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$71M 1,304,996 +84,190 +7%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$70.7M 1,298,869 +1,298,869 New
JCM
16
Junto Capital Management
New York
$66.8M 1,227,373 +323,706 +36%
State Street
17
State Street
Massachusetts
$61.5M 1,130,636 +7,002 +0.6%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$55.9M 1,027,545 -224,183 -18%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$52.8M 970,415 -59,000 -6%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$50.1M 920,316 -423,731 -32%
Norges Bank
21
Norges Bank
Norway
$49.3M 906,492 -72,552 -7%
FCM
22
Frontier Capital Management
Massachusetts
$47.9M 880,710 -144,697 -14%
ACH
23
ArrowMark Colorado Holdings
Colorado
$44.8M 823,560 +122,803 +18%
Deutsche Bank
24
Deutsche Bank
Germany
$37.8M 693,910 +79,122 +13%
EAM
25
Eagle Asset Management
Florida
$35.8M 657,091 -47,986 -7%
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