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LPL Financial
LPLA

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$867M
2
Millennium Management
Millennium Management
New York
$301M
3
SC
Samlyn Capital
New York
$359M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.61B
5
EC
Eminence Capital
New York
$145M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$204M
3
Goldman Sachs
Goldman Sachs
New York
$68.5M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
226
Gradient Investments
Minnesota
$3.15M +$25.9K +128 +0.8%
NW
227
NewEdge Wealth
Pennsylvania
$3.07M +$54.9K +271 +2%
DnB Asset Management
228
DnB Asset Management
Norway
$3.04M +$379K +1,874 +14%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$3.02M -$669K -3,305 -18%
VCA
230
Verdence Capital Advisors
Maryland
$3M -$232K -1,146 -7%
Jane Street
231
Jane Street
New York
$3M +$2.56M +12,629 +574%
OPERF
232
Oregon Public Employees Retirement Fund
Oregon
$2.96M +$13.6K +67 +0.5%
II
233
Inspire Investing
Idaho
$2.88M +$872K +4,308 +43%
URS
234
Utah Retirement Systems
Utah
$2.86M +$10.9K +54 +0.4%
IP
235
Interval Partners
New York
$2.8M -$1.25M -6,158 -31%
Mackenzie Financial
236
Mackenzie Financial
Ontario, Canada
$2.75M +$1.95M +9,627 +244%
Skandinaviska Enskilda Banken (SEB)
237
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.74M -$1.52M -7,522 -36%
TCM
238
Thames Capital Management
New Jersey
$2.63M +$2.63M +13,011 New
CIBC World Market
239
CIBC World Market
Ontario, Canada
$2.56M -$2.83K -14 -0.1%
GKWIM
240
Gerber Kawasaki Wealth & Investment Management
California
$2.53M +$1.06M +5,235 +72%
EAMA
241
EFG Asset Management (Americas)
Florida
$2.49M +$471K +2,328 +23%
PA
242
Paragon Advisors
Texas
$2.45M +$2.45M +12,102 New
CCA
243
Catalyst Capital Advisors
New York
$2.42M -$2.08M -10,300 -46%
LA
244
LBP AM
France
$2.38M -$194K -958 -8%
TPCW
245
TD Private Client Wealth
New York
$2.37M -$146K -723 -6%
Handelsbanken Fonder
246
Handelsbanken Fonder
Sweden
$2.36M – – –
TAM
247
Tocqueville Asset Management
New York
$2.35M +$6.27K +31 +0.3%
TPM
248
Triasima Portfolio Management
Quebec, Canada
$2.35M +$736K +3,635 +46%
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
$2.32M -$3.53M -17,453 -60%
AI
250
Atria Investments
North Carolina
$2.31M -$23.7K -117 -1%
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