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LPL Financial
LPLA

Overview Fund Activity

416 hedge funds and large institutions have $10.3B invested in LPL Financial in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 140 reducing their positions, and 39 closing their positions.

Holders
416
Holders Change
+21
Holders Change %
+5.32%
% of All Funds
7.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
63
Increased
155
Reduced
140
Closed
39
Calls
$35.8M
Puts
$6.99M
Net Calls
+$28.8M
Net Calls Change
+$29.9M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$147M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$52.1M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$81.6M
4
Macquarie Group
4
Macquarie Group
Australia
$42.5M
5
American Century Companies
5
American Century Companies
Missouri
$144M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$387M
2
FCIM
2
Fairview Capital Investment Management
California
$86.2M
3
Invesco
3
Invesco
Georgia
$272M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$958M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$74.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.07B 7,921,775 -138,382 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$958M 7,098,494 -608,985 -8%
BlackRock
3
BlackRock
New York
$508M 3,763,872 +158,493 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$387M 2,868,818 -981,964 -26%
SC
5
Samlyn Capital
New York
$344M 2,546,205 +58,051 +2%
Wells Fargo
6
Wells Fargo
California
$339M 2,514,578 -78,089 -3%
CCP
7
Clarkston Capital Partners
Michigan
$308M 2,284,689 -17,192 -0.7%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$290M 2,146,883 +226,762 +12%
Invesco
9
Invesco
Georgia
$272M 2,014,165 -677,200 -25%
EAM
10
Eagle Asset Management
Florida
$252M 1,866,973 -49,246 -3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$250M 1,855,330 -108,949 -6%
SCA
12
Southpoint Capital Advisors
New York
$202M 1,500,000 -275,000 -15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$176M 1,300,594 -24,469 -2%
State Street
14
State Street
Massachusetts
$162M 1,199,285 +170,010 +17%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$151M 1,122,163 +152,012 +16%
Artisan Partners
16
Artisan Partners
Wisconsin
$147M 1,086,454 +1,086,454 New
FCM
17
Frontier Capital Management
Massachusetts
$144M 1,063,661 -238,359 -18%
American Century Companies
18
American Century Companies
Missouri
$144M 1,063,660 +303,276 +40%
AllianceBernstein
19
AllianceBernstein
Tennessee
$143M 1,059,577 -182,760 -15%
HVCM
20
HG Vora Capital Management
New York
$135M 1,000,000 +200,000 +25%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$133M 988,169 +43,688 +5%
Westfield Capital Management
22
Westfield Capital Management
Massachusetts
$133M 985,164 +137,251 +16%
FPA
23
First Pacific Advisors
California
$108M 796,684 -66,234 -8%
Norges Bank
24
Norges Bank
Norway
$104M 767,899 +13,994 +2%
Millennium Management
25
Millennium Management
New York
$98.5M 730,017 +257,816 +55%
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