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LPL Financial
LPLA

Overview Fund Activity

644 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.33%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
100
Increased
238
Reduced
206
Closed
66
Calls
$106M
Puts
$24.1M
Net Calls
+$81.5M
Net Calls Change
+$51.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$195M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$130M
3
HCM
HMI Capital Management
California
+$98.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.7M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$72.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$161M
2
Millennium Management
Millennium Management
New York
-$148M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$110M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$70.8M
5
LPC
Lone Pine Capital
Connecticut
-$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWAG
351
Garrett Wealth Advisory Group
Texas
$850K +$850K +3,219 New
FDP
352
Financiere des Professionnels
Quebec, Canada
$849K +$849K +3,212 New
PP
353
Prudential plc
United Kingdom
$842K -$962K -3,641 -53%
CA
354
Cetera Advisors
Colorado
$833K +$833K +3,153 New
BMSSC
355
B. Metzler seel. Sohn & Co
Germany
$815K – – –
FRM
356
Fox Run Management
Connecticut
$811K +$348K +1,317 +75%
RWM
357
Ritholtz Wealth Management
New York
$802K -$63.9K -242 -7%
IWM
358
IHT Wealth Management
Illinois
$796K +$9.25K +35 +1%
GSC
359
Grey Street Capital
Illinois
$755K +$755K +2,859 New
EOJOAM
360
E. Ohman J:or Asset Management
Sweden
$740K – – –
OAM
361
Oppenheimer Asset Management
New York
$736K -$247K -935 -25%
SWP
362
Stratos Wealth Partners
Ohio
$734K +$20.3K +77 +3%
AWM
363
Avior Wealth Management
Nebraska
$707K +$28.3K +107 +4%
Cambridge Investment Research Advisors
364
Cambridge Investment Research Advisors
Iowa
$703K -$170K -644 -19%
CIM
365
Chiron Investment Management
New York
$702K +$702K +2,657 New
AIA
366
Alera Investment Advisors
Illinois
$701K -$10K -38 -1%
APG Asset Management
367
APG Asset Management
Netherlands
$701K – – –
CFGS
368
Concourse Financial Group Securities
Alabama
$696K -$13.5K -51 -2%
EA
369
Everpar Advisors
Oklahoma
$686K -$545K -2,064 -44%
PS
370
Principal Securities
Iowa
$671K +$32K +121 +5%
GIA
371
Gladstone Institutional Advisory
Florida
$665K +$665K +2,518 New
MWA
372
MFA Wealth Advisors
Pennsylvania
$655K +$30.4K +115 +5%
YIH
373
Y-Intercept (HK)
Hong Kong
$648K +$139K +526 +27%
SSA
374
Schonfeld Strategic Advisors
New York
$644K -$6.6M -25,000 -91%
PA
375
Parallel Advisors
California
$638K +$10K +38 +2%
13 14
15
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