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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-23
Holders Change %
-3.79%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
93
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$258M
2
Boston Partners
Boston Partners
Massachusetts
+$171M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$86.1M
4
Holocene Advisors
Holocene Advisors
New York
+$79.2M
5
JCM
Junto Capital Management
New York
+$71.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$404M
2
ECU
Egerton Capital (UK)
United Kingdom
-$206M
3
Millennium Management
Millennium Management
New York
-$202M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$154M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
276
New York State Teachers Retirement System (NYSTRS)
New York
$1.54M – – –
CAN
277
Cetera Advisor Networks
California
$1.54M +$108K +497 +8%
SGWM
278
Sterling Group Wealth Management
California
$1.52M +$1.09K +5 +0.1%
DIA
279
Dana Investment Advisors
Wisconsin
$1.49M -$284K -1,307 -16%
PA
280
Paragon Advisors
Texas
$1.48M -$1.15M -5,301 -44%
DFCM
281
Dark Forest Capital Management
Puerto Rico
$1.44M +$1.44M +6,632 New
Federated Hermes
282
Federated Hermes
Pennsylvania
$1.44M -$6.3M -28,983 -81%
HighTower Advisors
283
HighTower Advisors
Illinois
$1.44M -$912K -4,194 -39%
DS
284
DRW Securities
Illinois
$1.41M +$1.41M +6,500 New
KAS
285
Kestra Advisory Services
Texas
$1.38M +$126K +580 +10%
MCM
286
MAI Capital Management
Ohio
$1.34M -$440K -2,024 -25%
OPERF
287
Oregon Public Employees Retirement Fund
Oregon
$1.34M -$1.84M -8,481 -58%
CW
288
Connectus Wealth
Ohio
$1.31M -$101K -464 -7%
NIP
289
Nicholas Investment Partners
California
$1.31M -$615K -2,827 -32%
Assenagon Asset Management
290
Assenagon Asset Management
Luxembourg
$1.31M -$21.8M -100,073 -94%
AIM
291
Aquila Investment Management
New York
$1.3M – – –
BA
292
Bridgewater Associates
Connecticut
$1.3M +$1.3M +5,960 New
MSRPS
293
Maryland State Retirement & Pension System
Maryland
$1.29M -$66.3K -305 -5%
Squarepoint
294
Squarepoint
New York
$1.28M -$270K -1,241 -17%
ECM
295
ExodusPoint Capital Management
New York
$1.28M -$4.1M -18,841 -76%
FA
296
FDx Advisors
Illinois
$1.27M -$312K -1,436 -20%
HCMT
297
Highland Capital Management (Tennessee)
Tennessee
$1.26M +$1.26M +5,797 New
VLC
298
Van Leeuwen & Company
New Jersey
$1.26M -$11K -50 -0.9%
HT
299
Headlands Technologies
Illinois
$1.22M +$1.22M +5,621 New
RJT
300
Raymond James Trust
Florida
$1.19M +$314K +1,445 +36%
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