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LPL Financial
LPLA

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
2
Millennium Management
Millennium Management
New York
+$153M
3
SC
Samlyn Capital
New York
+$77M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$74.8M
5
EC
Eminence Capital
New York
+$56.8M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$172M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
3
Goldman Sachs
Goldman Sachs
New York
-$130M
4
Artisan Partners
Artisan Partners
Wisconsin
-$115M
5
Capital World Investors
Capital World Investors
California
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
351
Jefferies Financial Group
New York
$845K -$225K -1,110 -21%
SIA
352
SkyView Investment Advisors
New Jersey
$840K +$22.1K +109 +3%
VI
353
Vestcor Inc
New Brunswick, Canada
$831K – – –
RJT
354
Raymond James Trust
Florida
$814K -$25.9K -128 -3%
GCM
355
Greenland Capital Management
New York
$810K +$810K +4,004 New
LFM
356
LGT Fund Management
Liechtenstein
$810K -$1.21M -6,000 -60%
CIC
357
Cornercap Investment Counsel
Georgia
$792K +$21.3K +105 +3%
AIA
358
Alera Investment Advisors
Illinois
$789K +$8.7K +43 +1%
OAM
359
Oppenheimer Asset Management
New York
$787K +$43.1K +213 +6%
Cerity Partners
360
Cerity Partners
New York
$772K +$187K +925 +32%
OIA
361
OneDigital Investment Advisors
Kansas
$770K +$770K +3,802 New
KFP
362
KB Financial Partners
New Jersey
$769K +$5.06K +25 +0.7%
RWM
363
Ritholtz Wealth Management
New York
$765K +$92.5K +457 +14%
PAI
364
Pittenger & Anderson Inc
Nebraska
$757K -$32.4K -160 -4%
EOJOAM
365
E. Ohman J:or Asset Management
Sweden
$749K – – –
NA
366
Navellier & Associates
Nevada
$744K +$27.1K +134 +4%
SAS
367
Stelac Advisory Services
New York
$736K -$5.06K -25 -0.7%
TI
368
Tidal Investments
Wisconsin
$735K +$54.6K +270 +8%
NA
369
NewEdge Advisors
Louisiana
$732K +$293K +1,447 +67%
Baird Financial Group
370
Baird Financial Group
Wisconsin
$726K -$87.4K -432 -11%
PNC Financial Services Group
371
PNC Financial Services Group
Pennsylvania
$715K +$18.4K +91 +3%
OAM
372
Ostrum Asset Management
France
$709K +$709K +3,502 New
LA
373
LVW Advisors
New York
$709K -$15K -74 -2%
VI
374
Versor Investments
New York
$691K +$85K +420 +14%
CG
375
Colony Group
Massachusetts
$689K -$1.22K -6 -0.2%
13 14
15
16 17