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LPL Financial
LPLA

Overview Fund Activity

594 hedge funds and large institutions have $17.1B invested in LPL Financial in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 247 increasing their positions, 191 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+10
Holders Change %
+1.71%
% of All Funds
9.47%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
70
Increased
247
Reduced
191
Closed
53
Calls
$165M
Puts
$39.8M
Net Calls
+$126M
Net Calls Change
+$98.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$496M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$128M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$84.9M
4
WCA
Waratah Capital Advisors
Ontario, Canada
+$56.6M
5
Ameriprise
Ameriprise
Minnesota
+$54.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$126M
2
SC
Samlyn Capital
New York
-$110M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$84.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$77.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
351
Pittenger & Anderson Inc
Nebraska
$816K +$94.3K +397 +13%
IWC
352
Integrated Wealth Concepts
Massachusetts
$815K +$81.5K +343 +11%
MF
353
Magnetar Financial
Illinois
$814K +$375K +1,578 +85%
CG
354
Colony Group
Massachusetts
$809K -$1.66K -7 -0.2%
EOJOAM
355
E. Ohman J:or Asset Management
Sweden
$808K -$71.3K -300 -8%
GC
356
Globeflex Capital
California
$800K -$51.8K -218 -6%
YC
357
Yarbrough Capital
Tennessee
$799K +$352K +1,481 +79%
EA
358
Emerald Advisers
Pennsylvania
$794K +$794K +3,339 New
VCM
359
Vetamer Capital Management
California
$793K +$206K +865 +35%
ProShare Advisors
360
ProShare Advisors
Maryland
$777K +$777K +3,271 New
AIM
361
Anchor Investment Management
South Carolina
$773K +$99.8K +420 +15%
ACM
362
Argent Capital Management
Missouri
$772K – – –
EGM
363
Engineers Gate Manager
New York
$765K -$941K -3,960 -55%
FB
364
Fulton Bank
Pennsylvania
$765K -$33.3K -140 -4%
Creative Planning
365
Creative Planning
Kansas
$760K +$166K +698 +28%
LA
366
LVW Advisors
New York
$752K -$80.3K -338 -10%
BMSSC
367
B. Metzler seel. Sohn & Co
Germany
$733K +$124K +520 +20%
Commonwealth Equity Services
368
Commonwealth Equity Services
Massachusetts
$731K +$116K +489 +19%
IWM
369
IHT Wealth Management
Illinois
$723K +$18.5K +78 +3%
Bessemer Group
370
Bessemer Group
New Jersey
$714K -$11.2K -47 -2%
TFA
371
Transamerica Financial Advisors
Florida
$703K -$58K -244 -8%
BCV
372
Banque Cantonale Vaudoise
Switzerland
$702K -$535K -2,248 -43%
CIC
373
Crawford Investment Counsel
Georgia
$696K +$696K +2,930 New
AA
374
ACT Advisors
North Carolina
$689K – – –
AA
375
ALPS Advisors
Colorado
$674K +$172K +725 +34%
13 14
15
16 17