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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 %
Daiwa Securities Group
251
Daiwa Securities Group
Japan
$2.23M +$126K +475 +6%
CAN
252
Cetera Advisor Networks
California
$2.2M +$221K +838 +11%
AAMU
253
AEGON Asset Management (UK)
United Kingdom
$2.2M – – –
PCM
254
Palestra Capital Management
New York
$2.17M +$2.17M +8,200 New
OLA
255
Oliver Luxxe Assets
New Jersey
$2.16M +$3.44K +13 +0.2%
ASN
256
Advisory Services Network
Georgia
$2.15M -$61.6K -233 -3%
BA
257
Bridgewater Associates
Connecticut
$2.15M -$9.16M -34,677 -81%
Public Employees Retirement Association of Colorado
258
Public Employees Retirement Association of Colorado
Colorado
$2.14M -$170K -643 -7%
SLI
259
Sumitomo Life Insurance
Japan
$2.11M -$50.5K -191 -2%
Allianz Asset Management
260
Allianz Asset Management
Germany
$2.08M -$138K -522 -6%
VPIM
261
Vanguard Personalized Indexing Management
California
$2.06M -$15.3K -58 -0.7%
AIM
262
Anchor Investment Management
South Carolina
$2.03M +$147K +555 +8%
PAS
263
Park Avenue Securities
New York
$1.95M -$318K -1,205 -14%
Prudential Financial
264
Prudential Financial
New Jersey
$1.94M -$822K -3,111 -30%
AB
265
Amalgamated Bank
New York
$1.94M -$718K -2,718 -27%
Neuberger Berman Group
266
Neuberger Berman Group
New York
$1.86M +$63.1K +239 +4%
Squarepoint
267
Squarepoint
New York
$1.85M -$20.3M -76,940 -92%
MME
268
Meag Munich Ergo
Germany
$1.82M +$1.82M +6,902 New
CA
269
CGN Advisors
Kansas
$1.8M +$218K +824 +14%
P
270
Pitcairn
Pennsylvania
$1.77M -$70.5K -267 -4%
Robeco Institutional Asset Management
271
Robeco Institutional Asset Management
Netherlands
$1.75M -$48.1K -182 -3%
SW
272
Simplicity Wealth
New Jersey
$1.73M +$1.73M +6,544 New
GIBU
273
Gulf International Bank (UK)
United Kingdom
$1.69M +$15.8K +60 +0.9%
KAS
274
Kestra Advisory Services
Texas
$1.68M +$203K +769 +14%
CS
275
Candriam SCA
Luxembourg
$1.66M +$287K +1,087 +21%
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