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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 %
EF
251
Empowered Funds
Pennsylvania
$2.68M 9,583 +4,794 +100%
MCM
252
Monument Capital Management
Virginia
$2.63M 9,409 +255 +3%
TC
253
TownSquare Capital
Utah
$2.58M 9,236 +3,719 +67%
BIA
254
Beacon Investment Advisors
Maryland
$2.58M 9,234 +3 +0%
ECM
255
ExodusPoint Capital Management
New York
$2.53M 9,039 +9,039 New
CGH
256
Crossmark Global Holdings
Texas
$2.52M 9,013 +4,838 +116%
NAM
257
Nissay Asset Management
Japan
$2.48M 8,888 +62 +0.7%
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$2.46M 8,807 -1,644 -16%
Wealth Enhancement Advisory Services
259
Wealth Enhancement Advisory Services
Minnesota
$2.43M 8,708 +33 +0.4%
FZCM
260
Flynn Zito Capital Management
New York
$2.41M 8,634 – –
SLI
261
Sumitomo Life Insurance
Japan
$2.41M 8,614 +631 +8%
DekaBank Deutsche Girozentrale
262
DekaBank Deutsche Girozentrale
Germany
$2.38M 8,587 -40 -0.5%
AIM
263
Anchor Investment Management
South Carolina
$2.34M 8,365 +664 +9%
LCM
264
Laurion Capital Management
New York
$2.32M 8,295 -592 -7%
SBIA
265
Sheaff Brock Investment Advisors
Indiana
$2.31M 8,276 -533 -6%
OLA
266
Oliver Luxxe Assets
New Jersey
$2.3M 8,229 +64 +0.8%
CS
267
Candriam SCA
Luxembourg
$2.27M 8,110 +1,837 +29%
Prudential Financial
268
Prudential Financial
New Jersey
$2.22M 7,962 +624 +9%
PAS
269
Park Avenue Securities
New York
$2.21M 7,899 +513 +7%
VPIM
270
Vanguard Personalized Indexing Management
California
$2.18M 7,875 +74 +0.9%
Public Employees Retirement Association of Colorado
271
Public Employees Retirement Association of Colorado
Colorado
$2.15M 7,703 -403 -5%
MAM
272
Martingale Asset Management
Massachusetts
$2.15M 7,697 +7,697 New
DTL
273
Dynamic Technology Lab
Singapore
$2.11M 7,559 -3,494 -32%
ACM
274
Aquatic Capital Management
Illinois
$2.1M 7,520 +7,520 New
CCMG
275
Clark Capital Management Group
Pennsylvania
$2.1M 7,518 +1,811 +32%
9 10
11
12 13