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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
KBC Group
226
KBC Group
Belgium
$3.43M 12,270 -43,395 -78%
URS
227
Utah Retirement Systems
Utah
$3.41M 12,217 -900 -7%
Jane Street
228
Jane Street
New York
$3.36M 12,044 -16,320 -58%
TAF
229
Tredje AP-fonden
Sweden
$3.32M 11,889 -186 -2%
HighTower Advisors
230
HighTower Advisors
Illinois
$3.31M 11,860 +105 +0.9%
WTC
231
WhitTier Trust Company
Nevada
$3.31M 11,837 +638 +6%
JF
232
Jump Financial
Illinois
$3.27M 11,706 +11,706 New
HAI
233
Hennessy Advisors Inc
California
$3.24M 11,600 -200 -2%
AAS
234
Annex Advisory Services
Wisconsin
$3.23M 11,550 -68 -0.6%
DnB Asset Management
235
DnB Asset Management
Norway
$3.21M 11,488 +213 +2%
OAC
236
OMERS Administration Corp
Ontario, Canada
$3.19M 11,417 +11,417 New
BCM
237
Bridgeway Capital Management
Texas
$3.16M 11,320 – –
UAS
238
United Asset Strategies
New York
$3.06M 10,944 +10,944 New
TPCW
239
TD Private Client Wealth
New York
$3.04M 10,886 -3,291 -23%
APG Asset Management
240
APG Asset Management
Netherlands
$3.04M 11,665 +8,800 +307%
BA
241
Bridgewater Associates
Connecticut
$3.03M 10,850 +2,728 +34%
RJFSA
242
Raymond James Financial Services Advisors
Florida
$3.01M 10,769 +798 +8%
Mackenzie Financial
243
Mackenzie Financial
Ontario, Canada
$2.99M 10,696 +278 +3%
SF
244
Symphony Financial
Texas
$2.97M 10,753 +1 +0%
Daiwa Securities Group
245
Daiwa Securities Group
Japan
$2.94M 10,521 +2,081 +25%
ASN
246
Advisory Services Network
Georgia
$2.87M 10,263 +2,136 +26%
Mirae Asset Global Investments
247
Mirae Asset Global Investments
South Korea
$2.85M 10,313 -1,882 -15%
RCS
248
Retirement Capital Strategies
California
$2.8M 10,041 -70 -0.7%
Osaic Holdings
249
Osaic Holdings
Arizona
$2.78M 9,944 +920 +10%
Public Sector Pension Investment Board (PSP Investments)
250
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.73M 9,765 -441 -4%
8 9
10
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