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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-23
Holders Change %
-3.79%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
93
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$478M
2
Boston Partners
Boston Partners
Massachusetts
$184M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$104M
4
Holocene Advisors
Holocene Advisors
New York
$79.2M
5
JCM
Junto Capital Management
New York
$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$528M
2
ECU
Egerton Capital (UK)
United Kingdom
$0
3
Millennium Management
Millennium Management
New York
$121M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$139M
5
AllianceBernstein
AllianceBernstein
Tennessee
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$2.83M +$2.83M +13,011 New
EAMA
227
EFG Asset Management (Americas)
Florida
$2.82M +$148K +682 +6%
ECI
228
EFG Capital International
Florida
$2.82M +$2.82M +12,986 New
CIBC World Market
229
CIBC World Market
Ontario, Canada
$2.78M +$30.2K +139 +1%
Robeco Institutional Asset Management
230
Robeco Institutional Asset Management
Netherlands
$2.53M -$12.1M -55,606 -83%
TAM
231
Tocqueville Asset Management
New York
$2.51M -$16.3K -75 -0.6%
BCM
232
Bridgeway Capital Management
Texas
$2.45M – – –
AI
233
Atria Investments
North Carolina
$2.43M -$56.1K -258 -2%
X
234
Xponance
Pennsylvania
$2.4M +$30.7K +141 +1%
SF
235
Symphony Financial
Texas
$2.34M – – –
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$2.25M -$1.37M -6,291 -38%
SCM
237
Silvant Capital Management
Georgia
$2.22M – – –
II
238
Inspire Investing
Idaho
$2.21M -$890K -4,093 -29%
DekaBank Deutsche Girozentrale
239
DekaBank Deutsche Girozentrale
Germany
$2.2M -$262K -1,204 -11%
RCS
240
Retirement Capital Strategies
California
$2.2M – – –
Mirae Asset Global Investments
241
Mirae Asset Global Investments
South Korea
$2.2M -$1.85M -8,528 -46%
QCM
242
Quantinno Capital Management
New York
$2.19M +$870K +3,999 +66%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$2.13M – – –
Public Sector Pension Investment Board (PSP Investments)
244
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.12M – – –
VPIM
245
Vanguard Personalized Indexing Management
California
$2.09M +$92K +423 +5%
ASN
246
Advisory Services Network
Georgia
$2.08M +$2.17K +10 +0.1%
Daiwa Securities Group
247
Daiwa Securities Group
Japan
$2.01M -$85.7K -394 -4%
AB
248
Amalgamated Bank
New York
$1.98M -$1.77M -8,142 -47%
MWM
249
Moran Wealth Management
Florida
$1.95M -$72.4K -333 -4%
LCM
250
Laurion Capital Management
New York
$1.93M +$860K +3,957 +80%
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