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LPL Financial
LPLA

Overview Fund Activity

395 hedge funds and large institutions have $11B invested in LPL Financial in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 55 closing their positions.

Holders
395
Holders Change
+24
Holders Change %
+6.47%
% of All Funds
6.96%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
83
Increased
124
Reduced
141
Closed
55
Calls
$23.6M
Puts
$24.7M
Net Calls
-$1.11M
Net Calls Change
+$9.87M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$273M
2
Wells Fargo
2
Wells Fargo
California
$369M
3
MC
3
Maverick Capital
Texas
$121M
4
IAM
4
Iridian Asset Management
Connecticut
$92M
5
Victory Capital Management
5
Victory Capital Management
Texas
$99M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$547M
2
SC
2
Samlyn Capital
New York
$354M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$177M
4
MWA
4
Marshall Wace Asia
Hong Kong
$49.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$86.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.15B 8,060,157 -58,122 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B 7,707,479 +12,969 +0.2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$547M 3,850,782 -1,901,159 -33%
BlackRock
4
BlackRock
New York
$513M 3,605,379 +247,187 +7%
Invesco
5
Invesco
Georgia
$383M 2,691,365 +383,485 +17%
Wells Fargo
6
Wells Fargo
California
$369M 2,592,667 +1,532,687 +145%
SC
7
Samlyn Capital
New York
$354M 2,488,154 -641,071 -20%
CCP
8
Clarkston Capital Partners
Michigan
$327M 2,301,881 -432 -0%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$279M 1,964,279 +805 +0%
EAM
10
Eagle Asset Management
Florida
$275M 1,916,219 +499,820 +35%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$273M 1,920,121 +1,920,121 New
SCA
12
Southpoint Capital Advisors
New York
$252M 1,775,000 +25,000 +1%
FCIM
13
Fairview Capital Investment Management
California
$200M 1,404,481 -8,514 -0.6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$188M 1,325,063 -1,555 -0.1%
FCM
15
Frontier Capital Management
Massachusetts
$185M 1,302,020 +251,203 +24%
AllianceBernstein
16
AllianceBernstein
Tennessee
$177M 1,242,337 -495,731 -29%
State Street
17
State Street
Massachusetts
$146M 1,029,275 -6,725 -0.6%
ACH
18
ArrowMark Colorado Holdings
Colorado
$143M 1,008,559 +29,648 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$138M 970,151 -292,308 -23%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$134M 944,481 -14,476 -2%
VNIM
21
Vaughan Nelson Investment Management
Texas
$124M 872,630 -181,315 -17%
FPA
22
First Pacific Advisors
California
$123M 862,918 -236,097 -21%
MC
23
Maverick Capital
Texas
$121M 852,007 +846,835 +16,373%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$121M 847,913 -315,054 -27%
HVCM
25
HG Vora Capital Management
New York
$114M 800,000 +50,000 +7%
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