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LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$1.28B
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$253M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$996M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$154M
5
Dodge & Cox
5
Dodge & Cox
California
$153M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
251
Envestnet Portfolio Solutions
Illinois
$3.85M 11,802 -607 -5%
BNP Paribas Asset Management
252
BNP Paribas Asset Management
France
$3.76M 11,520 -48,926 -81%
UAS
253
United Asset Strategies
New York
$3.66M 11,211 -25 -0.2%
PEAK6
254
PEAK6
Illinois
$3.63M 11,129 +11,129 New
PFSRSONJ
255
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.53M 10,821 +10,821 New
HAI
256
Hennessy Advisors Inc
California
$3.49M 10,700 -700 -6%
BBP
257
Banco BTG Pactual
Brazil
$3.28M 10,000 -23,015 -70%
RCS
258
Retirement Capital Strategies
California
$3.28M 10,041 – –
First Trust Advisors
259
First Trust Advisors
Illinois
$3.27M 10,023 -981,006 -99%
Toronto Dominion Bank
260
Toronto Dominion Bank
Ontario, Canada
$3.19M 9,774 -36,858 -79%
AIM
261
Anchor Investment Management
South Carolina
$3.17M 9,697 +28 +0.3%
Cerity Partners
262
Cerity Partners
New York
$3.13M 11,848 +802 +7%
GT
263
Greenleaf Trust
Michigan
$3.05M 9,345 +22 +0.2%
BIA
264
Beacon Investment Advisors
Maryland
$3.05M 9,334 +3 +0%
NAM
265
Nissay Asset Management
Japan
$3.04M 9,169 -15 -0.2%
MME
266
Meag Munich Ergo
Germany
$2.98M 9,125 -6,676 -42%
FCM
267
FJ Capital Management
Virginia
$2.92M 8,946 +8,946 New
LCM
268
Laurion Capital Management
New York
$2.9M 8,887 – –
DekaBank Deutsche Girozentrale
269
DekaBank Deutsche Girozentrale
Germany
$2.86M 8,718 – –
FZCM
270
Flynn Zito Capital Management
New York
$2.82M 8,634 – –
EGM
271
Engineers Gate Manager
New York
$2.79M 8,553 -11,741 -58%
Baird Financial Group
272
Baird Financial Group
Wisconsin
$2.76M 8,438 +693 +9%
P
273
&Partners
Tennessee
$2.75M 8,247 +2,136 +35%
BCM
274
Bridgeway Capital Management
Texas
$2.71M 8,310 -3,010 -27%
FMI
275
F/M Investments
District of Columbia
$2.7M 8,268 -670 -7%
9 10
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