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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$2.1M 7,698 -1,862 -19%
Robeco Institutional Asset Management
277
Robeco Institutional Asset Management
Netherlands
$2.02M 7,227 +586 +9%
CA
278
CGN Advisors
Kansas
$1.98M 7,105 +301 +4%
P
279
Pitcairn
Pennsylvania
$1.9M 6,792 +107 +2%
SW
280
Simplicity Wealth
New Jersey
$1.86M 6,653 +109 +2%
SGWM
281
Sterling Group Wealth Management
California
$1.85M 6,629 +6,629 New
BCM
282
BlueMar Capital Management
Florida
$1.84M 6,580 -5,651 -46%
KAS
283
Kestra Advisory Services
Texas
$1.83M 6,537 +174 +3%
BCV
284
Banque Cantonale Vaudoise
Switzerland
$1.79M 6,412 +1,834 +40%
GIBU
285
Gulf International Bank (UK)
United Kingdom
$1.79M 6,410 – –
PHK
286
Point72 Hong Kong
Hong Kong
$1.79M 6,406 -6,482 -50%
Neuberger Berman Group
287
Neuberger Berman Group
New York
$1.78M 6,365 -667 -9%
Nisa Investment Advisors
288
Nisa Investment Advisors
Missouri
$1.76M 6,300 +2,061 +49%
MCM
289
MAI Capital Management
Ohio
$1.7M 6,100 +24 +0.4%
Nordea Investment Management
290
Nordea Investment Management
Sweden
$1.7M 6,131 +262 +4%
AIM
291
Aquila Investment Management
New York
$1.68M 6,000 – –
MSRPS
292
Maryland State Retirement & Pension System
Maryland
$1.66M 5,954 – –
EI
293
Ethic Inc
New York
$1.65M 5,908 +751 +15%
Luther King Capital Management (LKCM)
294
Luther King Capital Management (LKCM)
Texas
$1.64M 5,860 +56 +1%
IIC
295
Integrated Investment Consultants
Michigan
$1.62M 6,146 – –
YMRC
296
Yorktown Management & Research Company
Virginia
$1.59M 5,690 – –
FC
297
FORA Capital
Florida
$1.59M 5,675 -227 -4%
Commonwealth Equity Services
298
Commonwealth Equity Services
Massachusetts
$1.58M 5,670 +197 +4%
OAM
299
Ostrum Asset Management
France
$1.55M 5,562 -433 -7%
FGI
300
Foresight Global Investors
New York
$1.55M 5,549 – –
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