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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
IMCOOI
226
Investment Management Corp of Ontario (IMCO)
Canada
$2.46M 10,822 -6,481 -37%
Mirae Asset Global Investments
227
Mirae Asset Global Investments
South Korea
$2.43M 10,676 -118 -1%
SEC
228
Seven Eight Capital
New York
$2.41M 10,573 +10,573 New
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$2.39M 10,510 -2,310 -18%
QCM
230
Quantinno Capital Management
New York
$2.39M 10,477 -316 -3%
Prudential Financial
231
Prudential Financial
New Jersey
$2.38M 10,449 -145,192 -93%
Mackenzie Financial
232
Mackenzie Financial
Ontario, Canada
$2.37M 10,414 +815 +8%
SCM
233
Silvant Capital Management
Georgia
$2.33M 10,224 – –
SGA
234
Strategic Global Advisors
California
$2.32M 10,200 -7,068 -41%
X
235
Xponance
Pennsylvania
$2.3M 10,116 -1,023 -9%
RCS
236
Retirement Capital Strategies
California
$2.3M 10,111 – –
Public Sector Pension Investment Board (PSP Investments)
237
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.3M 10,106 +452 +5%
AB
238
Amalgamated Bank
New York
$2.29M 10,047 -410 -4%
Twin Tree Management
239
Twin Tree Management
Texas
$2.28M 10,014 +10,014 New
KBC Group
240
KBC Group
Belgium
$2.25M 9,869 -1,293 -12%
Toronto Dominion Bank
241
Toronto Dominion Bank
Ontario, Canada
$2.23M 9,817 -5,002 -34%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$2.21M 9,724 +3,046 +46%
PMEF
243
Point72 Middle East FZE
United Arab Emirates
$2.19M 9,634 +9,634 New
BBP
244
Banco BTG Pactual
Brazil
$2.15M 9,400 +9,400 New
KOCAA
245
Knights of Columbus Asset Advisors
Connecticut
$2.14M 9,418 +126 +1%
RJFSA
246
Raymond James Financial Services Advisors
Florida
$2.1M 9,219 +3,691 +67%
BIA
247
Beacon Investment Advisors
Maryland
$2.08M 9,119 +4 +0%
II
248
Inspire Investing
Idaho
$2.05M 9,003 +395 +5%
LCM
249
Laurion Capital Management
New York
$2.02M 8,887 – –
HV
250
HST Ventures
Utah
$2.01M 8,839 -10,380 -54%
8 9
10
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