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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 %
Two Sigma Investments
326
Two Sigma Investments
New York
$957K -$631K -2,902 -40%
CIC
327
Cornercap Investment Counsel
Georgia
$954K +$103K +473 +12%
IMCOOI
328
Investment Management Corp of Ontario (IMCO)
Canada
$947K -$630K -2,898 -40%
SAM
329
Shell Asset Management
Netherlands
$936K -$113K -518 -11%
MAM
330
Meeder Asset Management
Ohio
$931K +$931K +4,281 New
EI
331
Ethic Inc
New York
$901K -$156K -717 -15%
SIA
332
SkyView Investment Advisors
New Jersey
$896K -$5.65K -26 -0.6%
VI
333
Vestcor Inc
New Brunswick, Canada
$889K -$3.48K -16 -0.4%
AIA
334
Alera Investment Advisors
Illinois
$885K +$37.4K +172 +4%
CAM
335
Cresset Asset Management
Illinois
$876K +$876K +4,028 New
OAM
336
Oppenheimer Asset Management
New York
$875K +$30.2K +139 +4%
NA
337
Navellier & Associates
Nevada
$875K +$75.7K +348 +9%
API
338
Advisor Partners II
California
$839K +$839K +3,857 New
OIA
339
OneDigital Investment Advisors
Kansas
$825K -$1.74K -8 -0.2%
KFP
340
KB Financial Partners
New Jersey
$824K -$2.17K -10 -0.3%
EOJOAM
341
E. Ohman J:or Asset Management
Sweden
$804K – – –
CM
342
Castleark Management
Illinois
$801K +$226K +1,040 +39%
RWM
343
Ritholtz Wealth Management
New York
$783K -$39.4K -181 -5%
GC
344
Globeflex Capital
California
$780K +$326K +1,500 +72%
OAM
345
Ostrum Asset Management
France
$762K +$652 +3 +0.1%
LA
346
LVW Advisors
New York
$761K – – –
Baird Financial Group
347
Baird Financial Group
Wisconsin
$748K -$31.7K -146 -4%
SAS
348
Stelac Advisory Services
New York
$747K -$42.8K -197 -5%
CG
349
Colony Group
Massachusetts
$741K +$1.52K +7 +0.2%
FB
350
Fulton Bank
Pennsylvania
$730K -$552K -2,541 -43%
12 13
14
15 16