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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-23
Holders Change %
-3.79%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
93
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$258M
2
Boston Partners
Boston Partners
Massachusetts
+$171M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$86.1M
4
Holocene Advisors
Holocene Advisors
New York
+$79.2M
5
JCM
Junto Capital Management
New York
+$71.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$404M
2
ECU
Egerton Capital (UK)
United Kingdom
-$206M
3
Millennium Management
Millennium Management
New York
-$202M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$154M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
351
Compagnie Lombard Odier SCmA
Switzerland
$725K -$722K -3,322 -50%
ACM
352
Argent Capital Management
Missouri
$707K -$225K -1,036 -24%
TFA
353
Transamerica Financial Advisors
Florida
$697K +$116K +533 +20%
ATC
354
Argent Trust Co
Tennessee
$694K -$38.9K -179 -5%
Lazard Asset Management
355
Lazard Asset Management
New York
$677K -$1.01M -4,636 -60%
JFG
356
Jefferies Financial Group
New York
$674K -$234K -1,075 -26%
IWC
357
Integrated Wealth Concepts
Massachusetts
$671K +$671K +3,087 New
Bessemer Group
358
Bessemer Group
New Jersey
$664K -$35.2K -162 -5%
PAI
359
Pittenger & Anderson Inc
Nebraska
$660K -$153K -705 -19%
VI
360
Versor Investments
New York
$646K -$96.8K -445 -13%
IWM
361
IHT Wealth Management
Illinois
$645K +$51.5K +237 +9%
FGI
362
Foresight Global Investors
New York
$644K – – –
PNC Financial Services Group
363
PNC Financial Services Group
Pennsylvania
$634K -$134K -617 -17%
AA
364
ACT Advisors
North Carolina
$631K – – –
AIM
365
Anchor Investment Management
South Carolina
$616K +$616K +2,834 New
TC
366
TownSquare Capital
Utah
$612K +$74.8K +344 +14%
SWP
367
Stratos Wealth Partners
Ohio
$610K +$38.9K +179 +7%
CW
368
CreativeOne Wealth
Kansas
$606K +$124K +569 +26%
IIC
369
Integrated Investment Consultants
Michigan
$605K +$19.8K +91 +3%
BFM
370
Boothbay Fund Management
New York
$602K +$97.6K +449 +19%
Manulife (Manufacturers Life Insurance)
371
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$595K -$99.6K -458 -14%
FRM
372
Fox Run Management
Connecticut
$587K +$362K +1,667 +161%
CAM
373
Concorde Asset Management
Michigan
$581K +$581K +2,673 New
Mercer Global Advisors
374
Mercer Global Advisors
Colorado
$570K -$15.2K -70 -3%
AWM
375
Axxcess Wealth Management
California
$567K +$38.7K +178 +7%
13 14
15
16 17