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LPL Financial
LPLA

Overview Fund Activity

418 hedge funds and large institutions have $12B invested in LPL Financial in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 161 increasing their positions, 136 reducing their positions, and 48 closing their positions.

Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.34%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.3%
New
55
Increased
161
Reduced
136
Closed
48
Calls
$11.2M
Puts
$8.16M
Net Calls
+$3.01M
Net Calls Change
-$25.8M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$152M
2
Deutsche Bank
2
Deutsche Bank
Germany
$80.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$232M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$81.2M
5
JCM
5
Junto Capital Management
New York
$123M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$1.35M
3
HVCM
3
HG Vora Capital Management
New York
$125M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.08B
5
IAM
5
Iridian Asset Management
Connecticut
$75.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.22B 7,812,267 -109,508 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.08B 6,903,463 -195,031 -3%
BlackRock
3
BlackRock
New York
$568M 3,623,193 -140,679 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$475M 3,028,512 +159,694 +6%
SC
5
Samlyn Capital
New York
$408M 2,600,827 +54,622 +2%
Wells Fargo
6
Wells Fargo
California
$395M 2,520,811 +6,233 +0.2%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$360M 2,297,356 +150,473 +7%
CCP
8
Clarkston Capital Partners
Michigan
$358M 2,286,647 +1,958 +0.1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$312M 1,990,712 +135,382 +7%
EAM
10
Eagle Asset Management
Florida
$304M 1,937,595 +70,622 +4%
Invesco
11
Invesco
Georgia
$302M 1,925,717 -88,448 -4%
SCA
12
Southpoint Capital Advisors
New York
$235M 1,500,000 – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$232M 1,477,203 +355,040 +32%
Artisan Partners
14
Artisan Partners
Wisconsin
$199M 1,268,525 +182,071 +17%
State Street
15
State Street
Massachusetts
$188M 1,198,204 -1,081 -0.1%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$184M 1,176,494 +191,330 +19%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$174M 1,112,007 -188,587 -15%
American Century Companies
18
American Century Companies
Missouri
$165M 1,052,798 -10,862 -1%
FCM
19
Frontier Capital Management
Massachusetts
$156M 997,723 -65,938 -6%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$156M 994,871 +6,702 +0.7%
AllianceBernstein
21
AllianceBernstein
Tennessee
$153M 974,141 -85,436 -8%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$152M 968,689 +490,955 +103%
Victory Capital Management
23
Victory Capital Management
Texas
$146M 928,647 +206,486 +29%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$130M 826,875 +203,012 +33%
HVCM
25
HG Vora Capital Management
New York
$125M 800,000 -200,000 -20%
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