LPLA icon

LPL Financial
LPLA

Overview Fund Activity

594 hedge funds and large institutions have $17.1B invested in LPL Financial in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 247 increasing their positions, 191 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+10
Holders Change %
+1.71%
% of All Funds
9.47%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
70
Increased
247
Reduced
191
Closed
53
Calls
$165M
Puts
$39.8M
Net Calls
+$126M
Net Calls Change
+$98.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$496M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$128M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$84.9M
4
WCA
Waratah Capital Advisors
Ontario, Canada
+$56.6M
5
Ameriprise
Ameriprise
Minnesota
+$54.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$126M
2
SC
Samlyn Capital
New York
-$110M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$84.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$77.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGI
276
Foresight Global Investors
New York
$1.72M +$1.01M +4,260 +144%
BCIM
277
British Columbia Investment Management
British Columbia, Canada
$1.68M -$9.27K -39 -0.5%
FIM
278
Freedom Investment Management
Connecticut
$1.67M -$228K -960 -12%
New York State Teachers Retirement System (NYSTRS)
279
New York State Teachers Retirement System (NYSTRS)
New York
$1.66M -$26.6K -112 -2%
SGWM
280
Sterling Group Wealth Management
California
$1.63M -$33.3K -140 -2%
HighTower Advisors
281
HighTower Advisors
Illinois
$1.59M +$26.1K +110 +2%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$1.59M +$1.31M +5,495 +464%
RIM
283
Redwood Investment Management
Arizona
$1.58M -$217K -915 -12%
VI
284
Versor Investments
New York
$1.57M +$862K +3,628 +122%
Federated Hermes
285
Federated Hermes
Pennsylvania
$1.52M -$49.9K -210 -3%
CS
286
Candriam SCA
Luxembourg
$1.51M -$7M -29,475 -82%
MCM
287
MAI Capital Management
Ohio
$1.48M +$13.8K +58 +0.9%
SS
288
Simplicity Solutions
Minnesota
$1.48M +$409K +1,722 +38%
CW
289
Connectus Wealth
Ohio
$1.44M +$3.33K +14 +0.2%
NIP
290
Nicholas Investment Partners
California
$1.44M – – –
CSS
291
Cubist Systematic Strategies
Connecticut
$1.43M +$1.43M +6,020 New
MSRPS
292
Maryland State Retirement & Pension System
Maryland
$1.41M – – –
VLC
293
Van Leeuwen & Company
New Jersey
$1.39M +$33.5K +141 +2%
RJT
294
Raymond James Trust
Florida
$1.35M +$46.6K +196 +4%
RJFSA
295
Raymond James Financial Services Advisors
Florida
$1.31M +$81K +341 +7%
Cetera Investment Advisers
296
Cetera Investment Advisers
Illinois
$1.3M +$25K +105 +2%
Nordea Investment Management
297
Nordea Investment Management
Sweden
$1.3M -$4.87M -20,399 -79%
LA
298
LBP AM
France
$1.29M -$408K -1,715 -24%
KCM
299
Kennedy Capital Management
Missouri
$1.28M +$177K +746 +16%
CP
300
CenterBook Partners
Connecticut
$1.28M -$563K -2,369 -31%
10 11
12
13 14