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LPL Financial
LPLA

Overview Fund Activity

644 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
100
Increased
238
Reduced
206
Closed
66
Calls
$106M
Puts
$24.1M
Net Calls
+$81.5M
Net Calls Change
+$51.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$466M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
3
HCM
HMI Capital Management
California
$98.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$836M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$292M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$422M
2
Millennium Management
Millennium Management
New York
$169M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$75M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$681M
5
LPC
Lone Pine Capital
Connecticut
$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
226
Dynamic Technology Lab
Singapore
$2.92M +$2.92M +11,053 New
Federated Hermes
227
Federated Hermes
Pennsylvania
$2.9M -$185K -701 -6%
SF
228
Symphony Financial
Texas
$2.84M – – –
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$2.76M -$15.6K -59 -0.6%
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$2.75M +$1.06K +4 +0%
KCM
231
Kennedy Capital Management
Missouri
$2.72M +$1.13M +4,293 +72%
Public Sector Pension Investment Board (PSP Investments)
232
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.7M +$26.4K +100 +1%
RCS
233
Retirement Capital Strategies
California
$2.67M – – –
RJFSA
234
Raymond James Financial Services Advisors
Florida
$2.63M +$199K +752 +8%
SGA
235
Strategic Global Advisors
California
$2.62M -$71.1K -269 -3%
PD
236
Point72 (DIFC)
United Arab Emirates
$2.58M +$2.58M +9,756 New
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$2.55M -$43.7K -164 -2%
BIA
238
Beacon Investment Advisors
Maryland
$2.44M +$29.6K +112 +1%
MCM
239
Monument Capital Management
Virginia
$2.42M +$156K +589 +7%
BCIM
240
British Columbia Investment Management
British Columbia, Canada
$2.39M +$83K +314 +4%
Osaic Holdings
241
Osaic Holdings
Arizona
$2.38M -$7.3M -27,640 -75%
LCM
242
Laurion Capital Management
New York
$2.35M – – –
NAM
243
Nissay Asset Management
Japan
$2.33M +$41K +155 +2%
SBIA
244
Sheaff Brock Investment Advisors
Indiana
$2.33M +$177K +669 +8%
CP
245
CenterBook Partners
Connecticut
$2.31M +$1.19M +4,500 +106%
Assenagon Asset Management
246
Assenagon Asset Management
Luxembourg
$2.31M -$4.07M -15,389 -64%
OCA
247
Otter Creek Advisors
Florida
$2.31M +$1.33M +5,026 +135%
Wealth Enhancement Advisory Services
248
Wealth Enhancement Advisory Services
Minnesota
$2.29M +$82.7K +313 +4%
FZCM
249
Flynn Zito Capital Management
New York
$2.28M – – –
DekaBank Deutsche Girozentrale
250
DekaBank Deutsche Girozentrale
Germany
$2.24M +$115K +443 +5%
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