LPLA icon

LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
Morgan Stanley
3
Morgan Stanley
New York
$239M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$637M
5
MC
5
Maverick Capital
Texas
$110M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCBCO
351
Oversea-Chinese Banking Corp (OCBC)
Singapore
$775K +$149K +655 +24%
SAM
352
Shell Asset Management
Netherlands
$772K -$185K -814 -19%
GC
353
Globeflex Capital
California
$767K – – –
YC
354
Yarbrough Capital
Tennessee
$765K – – –
Cambridge Investment Research Advisors
355
Cambridge Investment Research Advisors
Iowa
$753K +$331K +1,454 +79%
AAM
356
Advisors Asset Management
Colorado
$749K -$104K -459 -12%
EA
357
Emerald Advisers
Pennsylvania
$747K -$13K -57 -2%
RWM
358
Ritholtz Wealth Management
New York
$746K -$127K -556 -15%
IWC
359
Integrated Wealth Concepts
Massachusetts
$743K -$37.6K -165 -5%
ACM
360
Argent Capital Management
Missouri
$740K – – –
SGI
361
Summit Global Investments
Utah
$726K -$352K -1,547 -33%
LA
362
LVW Advisors
New York
$725K +$4.78K +21 +0.7%
BMSSC
363
B. Metzler seel. Sohn & Co
Germany
$702K – – –
CCA
364
Catalyst Capital Advisors
New York
$684K +$684K +3,005 New
IWM
365
IHT Wealth Management
Illinois
$678K -$14.6K -64 -2%
O
366
Ossiam
France
$677K +$74.2K +326 +12%
FB
367
Fulton Bank
Pennsylvania
$664K -$67.8K -298 -9%
OPERF
368
Oregon Public Employees Retirement Fund
Oregon
$664K -$289K -1,271 -30%
Creative Planning
369
Creative Planning
Kansas
$652K -$76.3K -335 -10%
Tudor Investment Corp
370
Tudor Investment Corp
Connecticut
$642K -$10.5M -46,298 -94%
EOJOAM
371
E. Ohman J:or Asset Management
Sweden
$637K -$137K -600 -18%
TFA
372
Transamerica Financial Advisors
Florida
$629K -$45.1K -198 -7%
CP
373
Cumberland Partners
Ontario, Canada
$626K +$171K +750 +38%
SWP
374
Stratos Wealth Partners
Ohio
$615K -$7.97K -35 -1%
AIA
375
Alera Investment Advisors
Illinois
$613K -$310K -1,361 -34%
13 14
15
16 17