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LPL Financial
LPLA

Overview Fund Activity

371 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, 126 reducing their positions, and 32 closing their positions.

Holders
371
Holders Change
+46
Holders Change %
+14.15%
% of All Funds
6.58%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.27%
New
79
Increased
117
Reduced
126
Closed
32
Calls
$11.5M
Puts
$22.4M
Net Calls
-$11M
Net Calls Change
-$4.35M

Top Buyers

1
CTA
1
Carillon Tower Advisers
Florida
$116M
2
Wells Fargo
2
Wells Fargo
California
$110M
3
FCM
3
Frontier Capital Management
Massachusetts
$110M
4
ACL
4
Azora Capital LP
Florida
$71.4M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$55.7M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$132M
2
Invesco
2
Invesco
Georgia
$241M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$22.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$802M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$846M 8,118,279 -42,260 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$802M 7,694,510 -608,157 -7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$599M 5,751,941 -209,049 -4%
BlackRock
4
BlackRock
New York
$350M 3,358,192 +35,950 +1%
SC
5
Samlyn Capital
New York
$326M 3,129,225 -204,611 -6%
Invesco
6
Invesco
Georgia
$241M 2,307,880 -746,732 -24%
CCP
7
Clarkston Capital Partners
Michigan
$240M 2,302,313 +74,225 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$205M 1,963,474 +256,163 +15%
SCA
9
Southpoint Capital Advisors
New York
$182M 1,750,000 +300,000 +21%
AllianceBernstein
10
AllianceBernstein
Tennessee
$181M 1,738,068 -427,098 -20%
EAM
11
Eagle Asset Management
Florida
$148M 1,416,399 +286,190 +25%
FCIM
12
Fairview Capital Investment Management
California
$147M 1,412,995 -376,555 -21%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$138M 1,326,618 -37,070 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$132M 1,262,459 -805,396 -39%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$121M 1,162,967 +263,845 +29%
CTA
16
Carillon Tower Advisers
Florida
$116M 1,109,701 +800,147 +258%
FPA
17
First Pacific Advisors
California
$115M 1,099,015 -273,091 -20%
Wells Fargo
18
Wells Fargo
California
$110M 1,059,980 +759,374 +253%
JCM
19
Junto Capital Management
New York
$110M 1,057,559 +172,075 +19%
VNIM
20
Vaughan Nelson Investment Management
Texas
$110M 1,053,945 -66,035 -6%
FCM
21
Frontier Capital Management
Massachusetts
$110M 1,050,817 +722,589 +220%
State Street
22
State Street
Massachusetts
$108M 1,036,000 +13,702 +1%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$105M 1,005,912 -544,413 -35%
ACH
24
ArrowMark Colorado Holdings
Colorado
$102M 978,911 +81,890 +9%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$99.9M 958,957 +11,644 +1%
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