LPL Financial
LPLA
372 hedge funds and large institutions have $8.07B invested in LPL Financial in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 117 increasing their positions, 127 reducing their positions, and 32 closing their positions.
147% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 32
114% more funds holding in top 10
Funds holding in top 10: 7 → 15 (+8)
38% more capital invested
Capital invested by funds: $5.85B → $8.07B (+$2.22B)
14% more funds holding
Funds holding: 326 → 372 (+46)
0.83% more ownership
Funds ownership: 96.81% → 97.64% (+0.83%)
8% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 127
49% less call options, than puts
Call options by funds: $11.5M | Put options by funds: $22.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$71.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$68.2M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$64.9M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
+$61.6M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$72.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$67.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$56.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$54.7M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$48.9M |
LPLA Hedge Fund Activity: Q4 2020 in Review
372 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q4 2020, worth a combined $8.07B — up 38% from $5.85B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new LPLA positions and 32 closed out — a net gain of 47 holders — while 117 added to existing stakes and 127 trimmed.
The largest buyer was Carillon Tower Advisers, adding an estimated $71.9M. The largest seller was Bank of New York Mellon, cutting an estimated $72.4M.
- 372 institutional investors held LPL Financial (LPLA) as of Q4 2020, up from 326 in Q3 2020.
- Funds reported $8.07B of LPL Financial stock for Q4 2020, up 38% quarter-over-quarter.
- 79 funds opened new LPL Financial positions in Q4 2020 and 32 closed out, a net change of +47 holders.
- The largest LPL Financial buyer in Q4 2020 was Carillon Tower Advisers, an estimated $71.9M added.
- The largest LPL Financial seller in Q4 2020 was Bank of New York Mellon, an estimated $72.4M sold.
Based on aggregated 13F filings for Q4 2020.