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LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$283M
2
First Trust Advisors
First Trust Advisors
Illinois
+$210M
3
Marshall Wace
Marshall Wace
United Kingdom
+$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
5
LPC
Lone Pine Capital
Connecticut
+$115M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$440M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$345M
3
Morgan Stanley
Morgan Stanley
New York
-$139M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
5
BlackRock
BlackRock
New York
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
326
MetLife Investment Management
New Jersey
$1.09M -$21.4K -92 -2%
CIC
327
Crawford Investment Counsel
Georgia
$1.04M +$81K +348 +8%
APG Asset Management
328
APG Asset Management
Netherlands
$1.04M -$1.39M -6,665 -57%
O
329
Ossiam
France
$1.04M +$10.7K +46 +1%
M&T Bank
330
M&T Bank
New York
$1.03M +$2.79K +12 +0.3%
MOACM
331
Mutual of America Capital Management
New York
$1.02M +$191K +821 +23%
A
332
AlphaQuest
New York
$1.02M +$319K +1,373 +46%
CWM
333
CIBC World Markets
New York
$1.01M -$21.7M -93,162 -96%
MSRPS
334
Maryland State Retirement & Pension System
Maryland
$989K -$396K -1,701 -29%
FB
335
Fulton Bank
Pennsylvania
$978K +$134K +576 +16%
CAM
336
Cresset Asset Management
Illinois
$973K -$134K -574 -12%
NA
337
NewEdge Advisors
Louisiana
$972K +$147K +632 +18%
AIM
338
Aigen Investment Management
New York
$963K +$963K +4,138 New
IWC
339
Integrated Wealth Concepts
Massachusetts
$956K +$10.2K +44 +1%
LA
340
LVW Advisors
New York
$951K +$116K +499 +14%
Schroder Investment Management Group
341
Schroder Investment Management Group
United Kingdom
$949K – – –
SLI
342
Sumitomo Life Insurance
Japan
$938K -$1.07M -4,582 -53%
PNC Financial Services Group
343
PNC Financial Services Group
Pennsylvania
$928K +$98.4K +423 +12%
GCM
344
Graham Capital Management
Connecticut
$918K +$918K +3,946 New
GIA
345
Gateway Investment Advisers
Ohio
$905K – – –
DWM
346
Dynasty Wealth Management
Florida
$903K +$536K +2,303 +146%
Creative Planning
347
Creative Planning
Kansas
$874K -$190K -817 -18%
Mackenzie Financial
348
Mackenzie Financial
Ontario, Canada
$858K -$1.63M -7,007 -66%
OPS
349
Orion Portfolio Solutions
Nebraska
$857K -$251K -1,078 -23%
BCI
350
Brinker Capital Investments
Pennsylvania
$857K -$251K -1,078 -23%
12 13
14
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