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LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$283M
2
First Trust Advisors
First Trust Advisors
Illinois
+$210M
3
Marshall Wace
Marshall Wace
United Kingdom
+$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
5
LPC
Lone Pine Capital
Connecticut
+$115M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$440M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$345M
3
Morgan Stanley
Morgan Stanley
New York
-$139M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
5
BlackRock
BlackRock
New York
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
276
Baird Financial Group
Wisconsin
$1.8M +$1.8M +7,745 New
Wealth Enhancement Advisory Services
277
Wealth Enhancement Advisory Services
Minnesota
$1.8M -$227K -977 -11%
Public Employees Retirement Association of Colorado
278
Public Employees Retirement Association of Colorado
Colorado
$1.79M – – –
GI
279
Gradient Investments
Minnesota
$1.79M -$2.02M -8,670 -53%
TI
280
Tidal Investments
Wisconsin
$1.78M +$886K +3,809 +99%
OAM
281
Ostrum Asset Management
France
$1.77M +$476K +2,045 +37%
Robeco Institutional Asset Management
282
Robeco Institutional Asset Management
Netherlands
$1.73M +$44.2K +190 +3%
Nomura Holdings
283
Nomura Holdings
Japan
$1.71M +$1.71M +7,371 New
JIR
284
James Investment Research
Ohio
$1.69M -$1.56M -6,691 -48%
CM
285
Caption Management
Oklahoma
$1.68M +$1.68M +7,221 New
IIC
286
Integrated Investment Consultants
Michigan
$1.68M +$246K +1,057 +17%
Jane Street
287
Jane Street
New York
$1.67M -$1.13M -4,858 -40%
JFG
288
Jefferies Financial Group
New York
$1.66M +$789K +3,392 +91%
Walleye Trading
289
Walleye Trading
New York
$1.63M +$1.59M +6,854 +4,257%
Luther King Capital Management (LKCM)
290
Luther King Capital Management (LKCM)
Texas
$1.58M +$214K +918 +16%
Allspring Global Investments
291
Allspring Global Investments
North Carolina
$1.57M -$51.3M -220,431 -97%
FGI
292
Foresight Global Investors
New York
$1.55M +$256K +1,100 +20%
SGWM
293
Sterling Group Wealth Management
California
$1.54M – – –
BCM
294
BlueMar Capital Management
Florida
$1.53M – – –
CS
295
Candriam SCA
Luxembourg
$1.47M -$412K -1,771 -22%
FFL
296
Future Fund LLC
Illinois
$1.46M +$252K +898 +21%
P
297
Pitcairn
Pennsylvania
$1.45M -$127K -548 -8%
Neuberger Berman Group
298
Neuberger Berman Group
New York
$1.45M -$28.8K -124 -2%
VPIM
299
Vanguard Personalized Indexing Management
California
$1.45M -$383K -1,648 -21%
DT
300
Diversified Trust
Tennessee
$1.45M +$1.45M +6,212 New
10 11
12
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