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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$709M 9,046,690 -533,979 -6%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$680M 8,667,227 -327,112 -4%
BlackRock
3
BlackRock
New York
$285M 3,640,293 -321,178 -8%
SC
4
Samlyn Capital
New York
$278M 3,550,513 -222,942 -6%
Invesco
5
Invesco
Georgia
$232M 2,959,809 +598,710 +25%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$230M 2,928,853 +2,928,853 New
Bank of New York Mellon
7
Bank of New York Mellon
New York
$182M 2,322,022 +155,238 +7%
CCP
8
Clarkston Capital Partners
Michigan
$172M 2,194,993 +18,104 +0.8%
FCIM
9
Fairview Capital Investment Management
California
$154M 1,969,243 -92,310 -4%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$125M 1,591,425 +286,429 +22%
AllianceBernstein
11
AllianceBernstein
Tennessee
$120M 1,525,539 +919,323 +152%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$114M 1,458,462 -653,559 -31%
SCA
13
Southpoint Capital Advisors
New York
$114M 1,450,000 -475,000 -25%
FPA
14
First Pacific Advisors
California
$110M 1,402,316 -240,582 -15%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$105M 1,337,964 -41,757 -3%
Deutsche Bank
16
Deutsche Bank
Germany
$100M 1,281,572 +587,662 +85%
State Street
17
State Street
Massachusetts
$82.5M 1,051,954 -78,682 -7%
American Century Companies
18
American Century Companies
Missouri
$78.7M 1,003,655 -1,094,036 -52%
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$77.6M 989,385 -38,160 -4%
EAM
20
Eagle Asset Management
Florida
$75.3M 984,849 +327,758 +50%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$75.3M 960,447 -9,968 -1%
ACH
22
ArrowMark Colorado Holdings
Colorado
$70.3M 896,624 +73,064 +9%
Norges Bank
23
Norges Bank
Norway
$67.3M 858,968 -47,524 -5%
VNIM
24
Vaughan Nelson Investment Management
Texas
$66.8M 851,955 +220,114 +35%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$63.5M 810,318 -109,998 -12%
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