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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
Morgan Stanley
3
Morgan Stanley
New York
$239M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$637M
5
MC
5
Maverick Capital
Texas
$110M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
QCM
301
QRG Capital Management
Illinois
$1.25M 5,491 +283 +5%
FAIM
302
Financial Advocates Investment Management
Washington
$1.23M 5,393 +93 +2%
CC
303
Cipher Capital
New York
$1.21M 5,316 +623 +13%
CS
304
Candriam SCA
Luxembourg
$1.18M 5,186 -1,160 -18%
BCI
305
Brinker Capital Investments
Pennsylvania
$1.17M 4,919 +701 +17%
OPS
306
Orion Portfolio Solutions
Nebraska
$1.17M 4,919 +701 +17%
N
307
Natixis
France
$1.16M 5,098 +4,128 +426%
GIA
308
Gateway Investment Advisers
Ohio
$1.14M 4,995 – –
VI
309
Vestcor Inc
New Brunswick, Canada
$1.13M 4,962 +1,140 +30%
Cerity Partners
310
Cerity Partners
New York
$1.13M 4,952 +4,952 New
NA
311
Navellier & Associates
Nevada
$1.1M 4,817 +584 +14%
BFG
312
Bleakley Financial Group
New Jersey
$1.09M 4,776 -27 -0.6%
AO
313
Advisor OS
Illinois
$1.08M 4,730 -252 -5%
PHK
314
Point72 Hong Kong
Hong Kong
$1.07M 4,704 +4,704 New
Two Sigma Investments
315
Two Sigma Investments
New York
$1.07M 4,700 +300 +7%
HT
316
Headlands Technologies
Illinois
$1.06M 4,670 +3,075 +193%
EA
317
Everpar Advisors
Oklahoma
$1.06M 4,660 +4,660 New
BCV
318
Banque Cantonale Vaudoise
Switzerland
$1.06M 4,642 +1,690 +57%
CGH
319
Crossmark Global Holdings
Texas
$1.05M 4,597 +689 +18%
CIC
320
Cornercap Investment Counsel
Georgia
$1.04M 4,583 +117 +3%
MIM
321
MetLife Investment Management
New Jersey
$1.04M 4,570 -225 -5%
AAM
322
Aureus Asset Management
Massachusetts
$1.01M 4,455 – –
VI
323
Versor Investments
New York
$1.01M 4,445 -2,153 -33%
NA
324
NewEdge Advisors
Louisiana
$1M 4,311 +505 +13%
CM
325
Castleark Management
Illinois
$987K 4,335 +660 +18%
11 12
13
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