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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
+$195M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$130M
3
HCM
HMI Capital Management
California
+$98.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.7M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$72.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$161M
2
Millennium Management
Millennium Management
New York
-$148M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$110M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$70.8M
5
LPC
Lone Pine Capital
Connecticut
-$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
326
Vestcor Inc
New Brunswick, Canada
$1.07M -$238K -901 -18%
AIM
327
Achmea Investment Management
Netherlands
$1.07M – – –
Creative Planning
328
Creative Planning
Kansas
$1.05M +$297K +1,123 +39%
IAA
329
Independent Advisor Alliance
North Carolina
$1.05M -$11.4K -43 -1%
OIA
330
OneDigital Investment Advisors
Kansas
$1.02M +$11.9K +45 +1%
CIC
331
Crawford Investment Counsel
Georgia
$1.01M -$37K -140 -4%
FB
332
Fulton Bank
Pennsylvania
$961K +$190K +719 +25%
O
333
Ossiam
France
$961K +$175K +661 +22%
SEC
334
Seven Eight Capital
New York
$959K -$1.83M -6,942 -66%
NRD
335
Nebula Research & Development
New York
$954K +$954K +3,611 New
DZ Bank
336
DZ Bank
Germany
$927K +$278K +1,053 +43%
MF
337
Magnetar Financial
Illinois
$918K +$918K +3,475 New
PAI
338
Pittenger & Anderson Inc
Nebraska
$916K +$9.25K +35 +1%
Focus Partners Wealth
339
Focus Partners Wealth
Massachusetts
$910K +$11.1K +42 +1%
CCA
340
Catalyst Capital Advisors
New York
$904K +$110K +415 +14%
OCBCO
341
Oversea-Chinese Banking Corp (OCBC)
Singapore
$899K – – –
IWC
342
Integrated Wealth Concepts
Massachusetts
$892K +$28.8K +109 +3%
GC
343
Globeflex Capital
California
$890K – – –
YC
344
Yarbrough Capital
Tennessee
$888K – – –
PNC Financial Services Group
345
PNC Financial Services Group
Pennsylvania
$871K +$204K +771 +31%
ACM
346
Argent Capital Management
Missouri
$859K – – –
LA
347
LVW Advisors
New York
$857K +$16.1K +61 +2%
EA
348
Emerald Advisers
Pennsylvania
$853K -$14K -53 -2%
VA
349
Vident Advisory
Georgia
$852K -$2.84M -10,766 -77%
I
350
InceptionR
California
$851K +$851K +3,221 New
12 13
14
15 16