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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
Acadian Asset Management
301
Acadian Asset Management
Massachusetts
$1.55M 5,551 +398 +8%
Two Sigma Investments
302
Two Sigma Investments
New York
$1.54M 5,500 -203 -4%
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$1.51M 5,402 +5,402 New
DF
304
Donoghue Forlines
Massachusetts
$1.48M 5,287 +5,287 New
KIA
305
Knollwood Investment Advisory
Maryland
$1.47M 5,275 +5,275 New
BFG
306
Bleakley Financial Group
New Jersey
$1.47M 5,271 +93 +2%
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$1.45M 3,922 -796 -17%
DIA
308
Dana Investment Advisors
Wisconsin
$1.44M 5,159 -22 -0.4%
AO
309
Advisor OS
Illinois
$1.44M 5,143 -26 -0.5%
MPM
310
MBB Public Markets
Illinois
$1.43M 5,131 +4,364 +569%
Credit Agricole
311
Credit Agricole
France
$1.41M 5,032 +5,032 New
AB
312
Amalgamated Bank
New York
$1.41M 5,030 -2,299 -31%
WP
313
WMS Partners
Maryland
$1.4M 5,000 +5,000 New
RJT
314
Raymond James Trust
Florida
$1.39M 4,981 -950 -16%
TW
315
TrinityPoint Wealth
Connecticut
$1.38M 4,957 +4,957 New
Bank of Nova Scotia
316
Bank of Nova Scotia
Ontario, Canada
$1.36M 4,880 -56 -1%
NA
317
Navellier & Associates
Nevada
$1.36M 4,874 -114 -2%
SG Americas Securities
318
SG Americas Securities
New York
$1.35M 4,846 +3,759 +346%
MIM
319
MetLife Investment Management
New Jersey
$1.34M 4,785 +201 +4%
OPS
320
Orion Portfolio Solutions
Nebraska
$1.33M 4,762 +86 +2%
BCI
321
Brinker Capital Investments
Pennsylvania
$1.33M 4,762 +86 +2%
CAM
322
Cresset Asset Management
Illinois
$1.33M 4,755 +408 +9%
SIA
323
SkyView Investment Advisors
New Jersey
$1.31M 4,704 +38 +0.8%
Creative Planning
324
Creative Planning
Kansas
$1.28M 4,574 +586 +15%
Wealthfront Advisers
325
Wealthfront Advisers
California
$1.25M 4,485 +2,933 +189%
11 12
13
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