LPLA icon

LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.19%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$723M
2
First Trust Advisors
First Trust Advisors
Illinois
$231M
3
Marshall Wace
Marshall Wace
United Kingdom
$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$773M
5
LPC
Lone Pine Capital
Connecticut
$507M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$143M
3
Morgan Stanley
Morgan Stanley
New York
$203M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$8.77M
5
BlackRock
BlackRock
New York
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
226
HighTower Advisors
Illinois
$2.97M +$215K +923 +8%
SCM
227
Silvant Capital Management
Georgia
$2.97M – – –
CWM
228
Cornerstone Wealth Management
Missouri
$2.96M -$196K -841 -6%
DnB Asset Management
229
DnB Asset Management
Norway
$2.94M +$267K +1,146 +10%
CIBC World Market
230
CIBC World Market
Ontario, Canada
$2.93M +$20.9K +90 +0.7%
Mariner
231
Mariner
Kansas
$2.92M -$814K -3,500 -22%
SCM
232
Sterling Capital Management
North Carolina
$2.91M +$2.91M +12,512 New
BCIM
233
British Columbia Investment Management
British Columbia, Canada
$2.9M -$418K -1,795 -13%
Envestnet Portfolio Solutions
234
Envestnet Portfolio Solutions
Illinois
$2.89M -$489K -2,101 -14%
WTC
235
WhitTier Trust Company
Nevada
$2.87M +$115K +495 +4%
ASN
236
Advisory Services Network
Georgia
$2.87M – – –
URS
237
Utah Retirement Systems
Utah
$2.87M +$23.3K +100 +0.8%
TPCW
238
TD Private Client Wealth
New York
$2.81M +$278K +1,193 +11%
TAF
239
Tredje AP-fonden
Sweden
$2.77M – – –
Simplex Trading
240
Simplex Trading
Illinois
$2.76M +$2.76M +11,867 New
RJFSA
241
Raymond James Financial Services Advisors
Florida
$2.7M +$193K +830 +8%
HAI
242
Hennessy Advisors Inc
California
$2.65M -$46.5K -200 -2%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$2.63M +$2.63M +11,319 New
BCM
244
Bridgeway Capital Management
Texas
$2.63M – – –
TIAM
245
TT International Asset Management
United Kingdom
$2.62M +$2.62M +11,266 New
UAS
246
United Asset Strategies
New York
$2.61M +$67.9K +292 +3%
Cerity Partners
247
Cerity Partners
New York
$2.57M +$1.6M +6,865 +164%
CC
248
Centiva Capital
New York
$2.53M +$2.53M +10,867 New
DFCM
249
Dark Forest Capital Management
Puerto Rico
$2.52M +$2.52M +10,837 New
SF
250
Symphony Financial
Texas
$2.48M – – –
8 9
10
11 12