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LPL Financial

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NIP
276
Nicholas Investment Partners
California
$1.79M +$94.5K +467 +6%
FZCM
277
Flynn Zito Capital Management
New York
$1.75M
NAM
278
Nissay Asset Management
Japan
$1.73M -$63.6K -314 -4%
CCMG
279
Clark Capital Management Group
Pennsylvania
$1.72M +$62.7K +310 +4%
CAM
280
ClariVest Asset Management
California
$1.68M -$2.02K -10 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
281
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.66M -$12.1M -59,584 -88%
MCM
282
MAI Capital Management
Ohio
$1.66M +$888K +4,389 +115%
DIA
283
Dana Investment Advisors
Wisconsin
$1.65M +$295K +1,459 +22%
SBIA
284
Sheaff Brock Investment Advisors
Indiana
$1.61M -$8.1K -40 -0.5%
FA
285
FDx Advisors
Illinois
$1.57M
Lazard Asset Management
286
Lazard Asset Management
New York
$1.57M +$1.36M +6,727 +654%
P
287
Pitcairn
Pennsylvania
$1.51M +$37K +183 +3%
Mariner
288
Mariner
Kansas
$1.5M +$101K +500 +7%
Two Sigma Investments
289
Two Sigma Investments
New York
$1.48M +$648K +3,202 +78%
SLI
290
Sumitomo Life Insurance
Japan
$1.48M -$11.1K -55 -0.7%
WorldQuant Millennium Advisors
291
WorldQuant Millennium Advisors
New York
$1.47M -$2.69M -13,295 -65%
IMCOOI
292
Investment Management Corp of Ontario (IMCO)
Canada
$1.47M +$229K +1,131 +18%
KWILP
293
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.46M +$1.46M +7,225 New
SFI
294
Susquehanna Fundamental Investments
Pennsylvania
$1.45M
Squarepoint
295
Squarepoint
New York
$1.44M -$3.89M -19,224 -73%
BCIM
296
British Columbia Investment Management
British Columbia, Canada
$1.44M +$13K +64 +0.9%
New York State Teachers Retirement System (NYSTRS)
297
New York State Teachers Retirement System (NYSTRS)
New York
$1.44M
Neuberger Berman Group
298
Neuberger Berman Group
New York
$1.43M -$254K -1,257 -15%
CGH
299
Crossmark Global Holdings
Texas
$1.43M +$476K +2,354 +50%
Macquarie Group
300
Macquarie Group
Australia
$1.43M -$778K -3,841 -35%