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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-23
Holders Change %
-3.79%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
93
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$258M
2
Boston Partners
Boston Partners
Massachusetts
+$171M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$86.1M
4
Holocene Advisors
Holocene Advisors
New York
+$79.2M
5
JCM
Junto Capital Management
New York
+$71.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$404M
2
ECU
Egerton Capital (UK)
United Kingdom
-$206M
3
Millennium Management
Millennium Management
New York
-$202M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$154M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
301
Luther King Capital Management (LKCM)
Texas
$1.17M +$34.6K +159 +3%
Cetera Investment Advisers
302
Cetera Investment Advisers
Illinois
$1.17M -$77K -354 -6%
OLA
303
Oliver Luxxe Assets
New Jersey
$1.16M -$1.74K -8 -0.1%
EC
304
Estate Counselors
Wisconsin
$1.15M – – –
FAIM
305
Financial Advocates Investment Management
Washington
$1.15M -$2.17K -10 -0.2%
BCV
306
Banque Cantonale Vaudoise
Switzerland
$1.13M -$913K -4,200 -45%
RJFSA
307
Raymond James Financial Services Advisors
Florida
$1.13M -$35.9K -165 -3%
Cerity Partners
308
Cerity Partners
New York
$1.12M +$291K +1,336 +35%
AAM
309
Advisors Asset Management
Colorado
$1.1M -$10.9K -50 -1%
BPC
310
Banque Pictet & Cie
Switzerland
$1.09M +$1.09M +5,017 New
GIA
311
Gateway Investment Advisers
Ohio
$1.09M -$1.16M -5,329 -52%
M&T Bank
312
M&T Bank
New York
$1.08M -$18.3K -84 -2%
AO
313
Advisor OS
Illinois
$1.04M +$24.1K +111 +2%
IAA
314
Independent Advisor Alliance
North Carolina
$1.04M +$63.5K +292 +6%
MIM
315
MetLife Investment Management
New Jersey
$1.04M -$6.74K -31 -0.6%
BCI
316
Brinker Capital Investments
Pennsylvania
$1.03M +$1.03M +4,758 New
OPS
317
Orion Portfolio Solutions
Nebraska
$1.03M +$1.03M +4,758 New
GCP
318
GSA Capital Partners
United Kingdom
$1.03M +$1.03M +4,744 New
KCM
319
Kennedy Capital Management
Missouri
$1.01M +$478K +2,197 +89%
BFG
320
Bleakley Financial Group
New Jersey
$1M +$17.2K +79 +2%
Nomura Holdings
321
Nomura Holdings
Japan
$994K -$1.17M -5,387 -54%
CGH
322
Crossmark Global Holdings
Texas
$982K -$620K -2,733 -39%
CFGS
323
Concourse Financial Group Securities
Alabama
$980K -$2.39K -11 -0.2%
SS
324
Simplicity Solutions
Minnesota
$980K -$13.7K -63 -1%
AAM
325
Aureus Asset Management
Massachusetts
$969K – – –
11 12
13
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