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LPL Financial
LPLA

Overview Fund Activity

644 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
100
Increased
238
Reduced
206
Closed
66
Calls
$106M
Puts
$24.1M
Net Calls
+$81.5M
Net Calls Change
+$51.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$466M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
3
HCM
HMI Capital Management
California
$98.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$836M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$292M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$422M
2
Millennium Management
Millennium Management
New York
$169M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$75M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$681M
5
LPC
Lone Pine Capital
Connecticut
$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
276
Integrated Investment Consultants
Michigan
$1.62M +$128K +485 +9%
MFS
277
Mirabella Financial Services
United Kingdom
$1.62M +$1.62M +6,132 New
QC
278
Quadrature Capital
United Kingdom
$1.62M +$1.62M +6,127 New
HT
279
Headlands Technologies
Illinois
$1.61M +$373K +1,411 +30%
MCM
280
MAI Capital Management
Ohio
$1.61M -$12.9K -49 -0.8%
DPAM
281
Degroof Petercam Asset Management
Belgium
$1.59M – – –
AIM
282
Aquila Investment Management
New York
$1.59M – – –
OAM
283
Ostrum Asset Management
France
$1.58M +$887K +3,359 +127%
QCM
284
QRG Capital Management
Illinois
$1.58M +$128K +486 +9%
RJT
285
Raymond James Trust
Florida
$1.57M +$44.7K +169 +3%
FC
286
FORA Capital
Florida
$1.56M -$268K -1,014 -15%
VLC
287
Van Leeuwen & Company
New Jersey
$1.56M +$43.9K +166 +3%
Nordea Investment Management
288
Nordea Investment Management
Sweden
$1.55M +$63.3K +240 +4%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$1.53M – – –
Luther King Capital Management (LKCM)
290
Luther King Capital Management (LKCM)
Texas
$1.53M +$70.3K +266 +5%
RIM
291
Redwood Investment Management
Arizona
$1.51M -$124K -469 -8%
CCMG
292
Clark Capital Management Group
Pennsylvania
$1.51M +$537K +2,033 +55%
Two Sigma Investments
293
Two Sigma Investments
New York
$1.51M +$265K +1,003 +21%
YMRC
294
Yorktown Management & Research Company
Virginia
$1.5M – – –
FHB
295
First Hawaiian Bank
Hawaii
$1.48M -$499K -1,890 -25%
FGI
296
Foresight Global Investors
New York
$1.47M – – –
TC
297
TownSquare Capital
Utah
$1.46M +$362K +1,370 +33%
Commonwealth Equity Services
298
Commonwealth Equity Services
Massachusetts
$1.45M +$365K +1,380 +34%
DIA
299
Dana Investment Advisors
Wisconsin
$1.37M -$847K -3,206 -38%
BFG
300
Bleakley Financial Group
New Jersey
$1.37M +$106K +402 +8%
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