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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CSS
326
Cubist Systematic Strategies
Connecticut
$970K -$400K -1,757 -29%
CP
327
CenterBook Partners
Connecticut
$970K -$257K -1,129 -21%
M&T Bank
328
M&T Bank
New York
$965K -$169K -741 -15%
CAM
329
Cresset Asset Management
Illinois
$955K -$58.9K -259 -6%
Walleye Trading
330
Walleye Trading
New York
$954K +$954K +4,190 New
EI
331
Ethic Inc
New York
$949K -$169K -742 -15%
TC
332
TownSquare Capital
Utah
$944K +$163K +714 +21%
Commonwealth Equity Services
333
Commonwealth Equity Services
Massachusetts
$932K +$231K +1,016 +33%
AIM
334
Achmea Investment Management
Netherlands
$918K +$918K +4,033 New
Verition Fund Management
335
Verition Fund Management
Connecticut
$915K +$327K +1,436 +56%
IAA
336
Independent Advisor Alliance
North Carolina
$912K -$210K -921 -19%
Schroder Investment Management Group
337
Schroder Investment Management Group
United Kingdom
$907K – – –
CIC
338
Crawford Investment Counsel
Georgia
$906K +$239K +1,050 +36%
CC
339
Centiva Capital
New York
$890K -$155K -680 -15%
OIA
340
OneDigital Investment Advisors
Kansas
$872K +$6.15K +27 +0.7%
Cetera Investment Advisers
341
Cetera Investment Advisers
Illinois
$860K -$386K -1,694 -31%
UOTTAIMCU
342
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$852K +$852K +3,744 New
OAM
343
Oppenheimer Asset Management
New York
$847K -$20K -88 -2%
OCA
344
Otter Creek Advisors
Florida
$844K +$844K +3,715 New
Balyasny Asset Management
345
Balyasny Asset Management
Illinois
$842K -$80.3M -352,806 -99%
CCMG
346
Clark Capital Management Group
Pennsylvania
$836K -$970K -4,262 -54%
AC
347
AXQ Capital
New Jersey
$814K -$233K -1,025 -22%
MFG
348
MidWestOne Financial Group
Iowa
$794K +$794K +3,489 New
PAI
349
Pittenger & Anderson Inc
Nebraska
$781K – – –
Focus Partners Wealth
350
Focus Partners Wealth
Massachusetts
$775K +$775K +3,403 New
12 13
14
15 16