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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
9.18%
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
+$283M
2
First Trust Advisors
First Trust Advisors
Illinois
+$210M
3
Marshall Wace
Marshall Wace
United Kingdom
+$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
5
LPC
Lone Pine Capital
Connecticut
+$115M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$440M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$345M
3
Morgan Stanley
Morgan Stanley
New York
-$139M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
5
BlackRock
BlackRock
New York
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
251
TownSquare Capital
Utah
$2.46M +$309K +1,328 +14%
KBC Group
252
KBC Group
Belgium
$2.38M -$474K -2,040 -17%
OAC
253
OMERS Administration Corp
Ontario, Canada
$2.35M -$302K -1,300 -11%
RCS
254
Retirement Capital Strategies
California
$2.34M – – –
Public Sector Pension Investment Board (PSP Investments)
255
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.27M – – –
AIM
256
Anchor Investment Management
South Carolina
$2.25M +$303K +1,304 +16%
QIM
257
Quantitative Investment Management
Virginia
$2.19M +$2.19M +9,421 New
BIA
258
Beacon Investment Advisors
Maryland
$2.17M +$22.6K +97 +1%
GT
259
Greenleaf Trust
Michigan
$2.17M +$2.17M +9,323 New
NAM
260
Nissay Asset Management
Japan
$2.14M +$68.9K +296 +3%
Osaic Holdings
261
Osaic Holdings
Arizona
$2.11M -$201K -864 -9%
BAMF
262
BI Asset Management Fondsmaeglerselskab
Denmark
$2.07M -$3.56M -15,294 -63%
LCM
263
Laurion Capital Management
New York
$2.07M +$138K +592 +7%
FMI
264
F/M Investments
District of Columbia
$2.06M +$2.06M +8,938 New
SBIA
265
Sheaff Brock Investment Advisors
Indiana
$2.01M +$83.3K +358 +4%
FZCM
266
Flynn Zito Capital Management
New York
$2.01M – – –
DekaBank Deutsche Girozentrale
267
DekaBank Deutsche Girozentrale
Germany
$2M +$30.1K +131 +2%
HPC
268
HM Payson & Co
Maine
$1.98M -$46.3M -198,974 -96%
OLA
269
Oliver Luxxe Assets
New Jersey
$1.95M +$33.5K +144 +2%
CGH
270
Crossmark Global Holdings
Texas
$1.91M -$188K -810 -9%
HCA
271
Harbor Capital Advisors
Illinois
$1.87M +$962K +4,134 +106%
CA
272
CGN Advisors
Kansas
$1.85M +$202K +867 +12%
Prudential Financial
273
Prudential Financial
New Jersey
$1.83M -$20.7K -89 -1%
Mirae Asset Global Investments
274
Mirae Asset Global Investments
South Korea
$1.83M -$553K -2,396 -23%
CSS
275
Cubist Systematic Strategies
Connecticut
$1.81M -$6.65M -28,591 -79%
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