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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 %
EGM
326
Engineers Gate Manager
New York
$1.25M 4,473 -10,014 -69%
AAM
327
Aureus Asset Management
Massachusetts
$1.24M 4,455 – –
FDP
328
Financiere des Professionnels
Quebec, Canada
$1.24M 4,401 +1,189 +37%
M&T Bank
329
M&T Bank
New York
$1.23M 4,415 +208 +5%
O
330
Ossiam
France
$1.23M 4,409 +773 +21%
FFL
331
Future Fund LLC
Illinois
$1.21M 4,292 +2,900 +208%
AC
332
AXQ Capital
New Jersey
$1.17M 4,193 +2,976 +245%
Cerity Partners
333
Cerity Partners
New York
$1.17M 4,181 -9,128 -69%
CIC
334
Crawford Investment Counsel
Georgia
$1.16M 4,140 +300 +8%
Schroder Investment Management Group
335
Schroder Investment Management Group
United Kingdom
$1.14M 4,080 – –
IWC
336
Integrated Wealth Concepts
Massachusetts
$1.14M 4,063 +689 +20%
CM
337
Castleark Management
Illinois
$1.14M 4,065 – –
VI
338
Vestcor Inc
New Brunswick, Canada
$1.13M 4,061 – –
FIM
339
Freedom Investment Management
Connecticut
$1.13M 4,056 -773 -16%
Verition Fund Management
340
Verition Fund Management
Connecticut
$1.12M 4,000 +2,467 +161%
OIA
341
OneDigital Investment Advisors
Kansas
$1.11M 3,974 +98 +3%
GIA
342
Gateway Investment Advisers
Ohio
$1.09M 3,890 -1,189 -23%
HCA
343
Harbor Capital Advisors
Illinois
$1.09M 3,886 +2,852 +276%
NRD
344
Nebula Research & Development
New York
$1.08M 3,884 +273 +8%
TI
345
Tidal Investments
Wisconsin
$1.08M 3,853 +2,309 +150%
Walleye Capital
346
Walleye Capital
New York
$1.07M 3,826 -26,521 -87%
MME
347
Meag Munich Ergo
Germany
$1.07M 3,817 -3,085 -45%
IAA
348
Independent Advisor Alliance
North Carolina
$1.05M 3,750 -215 -5%
JFG
349
Jefferies Financial Group
New York
$1.05M 3,742 +3,742 New
PAI
350
Pittenger & Anderson Inc
Nebraska
$1.03M 3,672 +205 +6%
12 13
14
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