HS
LPLA icon

HighVista Strategies’s LPL Financial LPLA Stock Holding History

HighVista Strategies’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,700
Closed -$344K – 146
2023
Q1 		$344K Buy
+1,700
New +$389K 0.28% 83
2016
Q2 		– Sell
-310,974
Closed -$7.71M – 188
2016
Q1 		$7.71M Buy
310,974
+138,897
+81% +$3.75M 1.45% 12
2015
Q4 		$7.34M Buy
172,077
+8,776
+5% +$374K 1.36% 14
2015
Q3 		$6.49M Sell
163,301
-19,647
-11% -$845K 1.23% 17
2015
Q2 		$8.51M Buy
+182,948
New +$7.91M 1.45% 14
2014
Q4 		– Sell
-167,409
Closed -$7.71M – 177
2014
Q3 		$7.71M Buy
167,409
+44
+0% +$2.12K 1.04% 18
2014
Q2 		$8.32M Buy
167,365
+18,422
+12% +$893K 1.18% 18
2014
Q1 		$6.97M Buy
148,943
+56,840
+62% +$3M 0.93% 18
2013
Q4 		$4.33M Sell
92,103
-10,237
-10% -$430K 0.78% 39
2013
Q3 		$3.92M Buy
102,340
+6,174
+6% +$236K 0.77% 49
2013
Q2 		$3.63M Buy
+96,166
New +$3.44M 0.87% 52

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HighVista Strategies's LPLA Position: Q2 2023 in Review

HighVista Strategies sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 1,700 shares — an estimated $344K sold.

HighVista Strategies first reported a position in LPLA in Q2 2013 and held it in 11 quarters. The position peaked at $8.51M in Q2 2015. 587 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • HighVista Strategies reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • HighVista Strategies sold 1,700 LPL Financial shares in Q2 2023, an estimated $344K.
  • HighVista Strategies first reported a position in LPL Financial in Q2 2013 and held it in 11 quarters.
  • HighVista Strategies's LPL Financial position peaked at $8.51M in Q2 2015.
  • 587 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on HighVista Strategies's 13F filing for Q2 2023, filed 14 Aug 2023.