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LPL Financial
LPLA

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
2
Millennium Management
Millennium Management
New York
+$153M
3
SC
Samlyn Capital
New York
+$77M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$74.8M
5
EC
Eminence Capital
New York
+$56.8M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$172M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
3
Goldman Sachs
Goldman Sachs
New York
-$130M
4
Artisan Partners
Artisan Partners
Wisconsin
-$115M
5
Capital World Investors
Capital World Investors
California
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
301
DZ Bank
Germany
$1.42M -$115K -566 -7%
SGWM
302
Sterling Group Wealth Management
California
$1.41M +$16K +79 +1%
RWA
303
Redhawk Wealth Advisors
Minnesota
$1.41M +$281K +1,387 +25%
Simplex Trading
304
Simplex Trading
Illinois
$1.37M +$1.18M +5,815 +598%
CLOS
305
Compagnie Lombard Odier SCmA
Switzerland
$1.35M -$1.64M -8,085 -55%
DBG
306
De Burlo Group
Massachusetts
$1.34M +$1.34M +6,600 New
CAN
307
Cetera Advisor Networks
California
$1.33M -$122K -601 -8%
CW
308
Connectus Wealth
Ohio
$1.32M +$38.9K +192 +3%
MSRPS
309
Maryland State Retirement & Pension System
Maryland
$1.27M – – –
VF
310
Virtu Financial
New York
$1.24M +$1.24M +6,126 New
QCM
311
Quantinno Capital Management
New York
$1.23M +$486K +2,402 +65%
AIM
312
Aquila Investment Management
New York
$1.21M – – –
DA
313
Duality Advisers
Florida
$1.21M -$1.44M -7,094 -54%
FB
314
Fulton Bank
Pennsylvania
$1.19M +$36.4K +180 +3%
CWA
315
CM Wealth Advisors
Ohio
$1.19M +$1.19M +5,967 New
KAS
316
Kestra Advisory Services
Texas
$1.16M -$571K -2,819 -33%
VLC
317
Van Leeuwen & Company
New Jersey
$1.16M -$60.7K -300 -5%
Cetera Investment Advisers
318
Cetera Investment Advisers
Illinois
$1.16M -$71.6K -354 -6%
SO
319
STRS Ohio
Ohio
$1.13M +$59.1K +292 +5%
TSS
320
Two Sigma Securities
New York
$1.11M +$798K +3,941 +256%
BCP
321
Blackhawk Capital Partners
Wisconsin
$1.1M +$1.1M +5,412 New
HI
322
HBK Investments
Texas
$1.09M +$1.09M +5,380 New
RJFSA
323
Raymond James Financial Services Advisors
Florida
$1.08M +$31.2K +154 +3%
OLA
324
Oliver Luxxe Assets
New Jersey
$1.08M +$36.6K +181 +4%
EC
325
Estate Counselors
Wisconsin
$1.07M +$1.07M +5,290 New
11 12
13
14 15