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LPL Financial
LPLA

Overview Fund Activity

644 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
100
Increased
238
Reduced
206
Closed
66
Calls
$106M
Puts
$24.1M
Net Calls
+$81.5M
Net Calls Change
+$51.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$466M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
3
HCM
HMI Capital Management
California
$98.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$836M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$292M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$422M
2
Millennium Management
Millennium Management
New York
$169M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$75M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$681M
5
LPC
Lone Pine Capital
Connecticut
$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
AO
301
Advisor OS
Illinois
$1.37M +$116K +439 +9%
EI
302
Ethic Inc
New York
$1.36M +$261K +987 +24%
Acadian Asset Management
303
Acadian Asset Management
Massachusetts
$1.36M +$1.14M +4,340 +534%
GIA
304
Gateway Investment Advisers
Ohio
$1.34M +$22.2K +84 +2%
NA
305
Navellier & Associates
Nevada
$1.32M +$45.2K +171 +4%
EP
306
Edgestream Partners
New Jersey
$1.31M +$1.31M +4,944 New
Bank of Nova Scotia
307
Bank of Nova Scotia
Ontario, Canada
$1.3M -$2.98M -11,273 -70%
FIM
308
Freedom Investment Management
Connecticut
$1.28M -$212K -802 -14%
EF
309
Empowered Funds
Pennsylvania
$1.27M +$1.01M +3,837 +403%
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$1.25M -$250K -945 -17%
BCI
311
Brinker Capital Investments
Pennsylvania
$1.24M -$64.2K -243 -5%
OPS
312
Orion Portfolio Solutions
Nebraska
$1.24M -$64.2K -243 -5%
SIA
313
SkyView Investment Advisors
New Jersey
$1.23M +$1.23M +4,666 New
CIC
314
Cornercap Investment Counsel
Georgia
$1.21M +$3.96K +15 +0.3%
MIM
315
MetLife Investment Management
New Jersey
$1.21M +$3.7K +14 +0.3%
BCV
316
Banque Cantonale Vaudoise
Switzerland
$1.21M -$16.9K -64 -1%
AAM
317
Aureus Asset Management
Massachusetts
$1.18M – – –
CAM
318
Cresset Asset Management
Illinois
$1.15M +$39.6K +150 +4%
Nisa Investment Advisors
319
Nisa Investment Advisors
Missouri
$1.12M -$2.6M -9,852 -70%
HF
320
HRT Financial
New York
$1.12M +$1.12M +4,237 New
M&T Bank
321
M&T Bank
New York
$1.11M -$8.72K -33 -0.8%
NA
322
NewEdge Advisors
Louisiana
$1.11M -$27.2K -103 -2%
CGH
323
Crossmark Global Holdings
Texas
$1.1M -$111K -422 -9%
Schroder Investment Management Group
324
Schroder Investment Management Group
United Kingdom
$1.08M +$25.6K +97 +2%
CM
325
Castleark Management
Illinois
$1.07M -$71.3K -270 -6%
11 12
13
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