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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-23
Holders Change %
-3.79%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
93
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$478M
2
Boston Partners
Boston Partners
Massachusetts
$184M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$104M
4
Holocene Advisors
Holocene Advisors
New York
$79.2M
5
JCM
Junto Capital Management
New York
$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$528M
2
ECU
Egerton Capital (UK)
United Kingdom
$0
3
Millennium Management
Millennium Management
New York
$121M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$139M
5
AllianceBernstein
AllianceBernstein
Tennessee
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMU
251
AEGON Asset Management (UK)
United Kingdom
$1.92M -$53.2K -245 -3%
SCM
252
Sirios Capital Management
Massachusetts
$1.89M -$8.57M -39,408 -82%
FZCM
253
Flynn Zito Capital Management
New York
$1.88M – – –
Mackenzie Financial
254
Mackenzie Financial
Ontario, Canada
$1.85M -$1.14M -5,174 -38%
FHB
255
First Hawaiian Bank
Hawaii
$1.83M -$382K -1,758 -17%
YMRC
256
Yorktown Management & Research Company
Virginia
$1.83M -$500K -2,300 -21%
BCP
257
Blackhawk Capital Partners
Wisconsin
$1.83M +$649K +2,987 +55%
NAM
258
Nissay Asset Management
Japan
$1.82M -$42.2K -194 -2%
GIBU
259
Gulf International Bank (UK)
United Kingdom
$1.74M -$550K -2,531 -24%
FIM
260
Freedom Investment Management
Connecticut
$1.74M -$279K -1,283 -14%
Neuberger Berman Group
261
Neuberger Berman Group
New York
$1.73M +$197K +904 +13%
SBIA
262
Sheaff Brock Investment Advisors
Indiana
$1.72M -$3.91K -18 -0.2%
CP
263
CenterBook Partners
Connecticut
$1.69M +$1.69M +7,758 New
CCMG
264
Clark Capital Management Group
Pennsylvania
$1.67M -$178K -818 -10%
Mariner
265
Mariner
Kansas
$1.66M +$48.9K +225 +3%
CCM
266
Cinctive Capital Management
New York
$1.66M +$1.66M +7,622 New
RIM
267
Redwood Investment Management
Arizona
$1.65M +$1.65M +7,580 New
P
268
Pitcairn
Pennsylvania
$1.62M -$5.22K -24 -0.3%
SLI
269
Sumitomo Life Insurance
Japan
$1.6M +$15.7K +72 +1%
RWA
270
Redhawk Wealth Advisors
Minnesota
$1.58M +$59.8K +275 +4%
KWILP
271
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.57M – – –
PI
272
PEAK6 Investments
Illinois
$1.57M +$1.56M +7,177 +19,936%
EGM
273
Engineers Gate Manager
New York
$1.56M -$6.64M -30,522 -81%
LA
274
LBP AM
France
$1.56M -$997K -4,584 -39%
BCIM
275
British Columbia Investment Management
British Columbia, Canada
$1.54M – – –
9 10
11
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