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LPL Financial

326 hedge funds and large institutions have $5.85B invested in LPL Financial in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 132 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% less ownership

Funds ownership: 97.54%96.81% (-0.73%)

3% less capital invested

Capital invested by funds: $6.03B → $5.85B (-$180M)

4% less funds holding

Funds holding: 341326 (-15)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 132

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

45% less call options, than puts

Call options by funds: $8.09M | Put options by funds: $14.7M

Holders
326
Holders Change
-15
Holders Change %
-4.4%
% of All Funds
6.58%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
39
Increased
113
Reduced
132
Closed
53
Calls
$8.09M
Puts
$14.7M
Net Calls
-$6.62M
Net Calls Change
-$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$637M -$59.1M -744,023 -8%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$626M -$40.2M -506,688 -6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$457M +$241M +3,032,137 +104%
SC
4
Samlyn Capital
New York
$256M -$17.2M -216,677 -6%
BlackRock
5
BlackRock
New York
$255M -$25.3M -318,051 -9%
Invesco
6
Invesco
Georgia
$234M +$7.53M +94,803 +3%
CCP
7
Clarkston Capital Partners
Michigan
$171M +$2.63M +33,095 +2%
AllianceBernstein
8
AllianceBernstein
Tennessee
$166M +$50.8M +639,627 +42%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$159M -$20.2M -254,167 -11%
FCIM
10
Fairview Capital Investment Management
California
$137M -$14.3M -179,693 -9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$131M +$19.8M +248,849 +17%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$119M -$3.26M -41,100 -3%
SCA
13
Southpoint Capital Advisors
New York
$111M
FPA
14
First Pacific Advisors
California
$105M -$2.4M -30,210 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$105M +$2.04M +25,724 +2%
EAM
16
Eagle Asset Management
Florida
$85.9M +$11.5M +145,360 +15%
VNIM
17
Vaughan Nelson Investment Management
Texas
$85.9M +$21.3M +268,025 +31%
American Century Companies
18
American Century Companies
Missouri
$81.1M +$4.27M +53,716 +5%
State Street
19
State Street
Massachusetts
$78.4M -$2.35M -29,656 -3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$72.6M -$1.04M -13,134 -1%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$68.9M -$7.17M -90,263 -9%
ACH
22
ArrowMark Colorado Holdings
Colorado
$68.8M +$31.5K +397 +0%
JCM
23
Junto Capital Management
New York
$67.9M +$19.6M +247,332 +39%
MWA
24
Marshall Wace Asia
Hong Kong
$67.1M +$11.8M +147,993 +20%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$64.9M +$3.2M +40,264 +5%