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LPL Financial
LPLA

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$867M
2
Millennium Management
Millennium Management
New York
$301M
3
SC
Samlyn Capital
New York
$359M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.61B
5
EC
Eminence Capital
New York
$145M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$204M
3
Goldman Sachs
Goldman Sachs
New York
$68.5M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
251
Bridgeway Capital Management
Texas
$2.29M – – –
DekaBank Deutsche Girozentrale
252
DekaBank Deutsche Girozentrale
Germany
$2.24M +$69.2K +350 +3%
X
253
Xponance
Pennsylvania
$2.2M +$3.64K +18 +0.2%
HighTower Advisors
254
HighTower Advisors
Illinois
$2.17M +$1.3M +6,475 +150%
YMRC
255
Yorktown Management & Research Company
Virginia
$2.17M – – –
SF
256
Symphony Financial
Texas
$2.14M – – –
GIBU
257
Gulf International Bank (UK)
United Kingdom
$2.14M -$556K -2,746 -21%
Wealthfront Advisers
258
Wealthfront Advisers
California
$2.1M +$536K +2,648 +34%
GIA
259
Gateway Investment Advisers
Ohio
$2.09M -$1.68M -8,289 -45%
Principal Financial Group
260
Principal Financial Group
Iowa
$2.08M +$4.25K +21 +0.2%
SCM
261
Silvant Capital Management
Georgia
$2.07M -$1.06M -5,246 -34%
FHB
262
First Hawaiian Bank
Hawaii
$2.06M +$1.72M +8,489 +505%
RCS
263
Retirement Capital Strategies
California
$2.05M – – –
Nomura Holdings
264
Nomura Holdings
Japan
$2.02M +$2.02M +9,959 New
Public Employees Retirement Association of Colorado
265
Public Employees Retirement Association of Colorado
Colorado
$1.98M – – –
Public Sector Pension Investment Board (PSP Investments)
266
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.97M +$238K +1,175 +14%
Daiwa Securities Group
267
Daiwa Securities Group
Japan
$1.95M +$102K +505 +6%
ASN
268
Advisory Services Network
Georgia
$1.94M +$234K +1,157 +14%
CIC
269
Chase Investment Counsel
Virginia
$1.92M -$2.19M -10,818 -53%
BCV
270
Banque Cantonale Vaudoise
Switzerland
$1.9M +$1.7M +8,400 +840%
MWM
271
Moran Wealth Management
Florida
$1.89M +$1.44M +7,132 +326%
FIM
272
Freedom Investment Management
Connecticut
$1.88M -$62.3K -308 -3%
VPIM
273
Vanguard Personalized Indexing Management
California
$1.86M +$150K +740 +9%
CSS
274
Cubist Systematic Strategies
Connecticut
$1.84M -$6.5M -32,109 -78%
AAMU
275
AEGON Asset Management (UK)
United Kingdom
$1.84M -$427K -2,111 -19%
9 10
11
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