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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
351
Belpointe Asset Management
Nevada
$1.02M 3,669 +1,700 +86%
FHB
352
First Hawaiian Bank
Hawaii
$1.02M 3,655 -1,945 -35%
FB
353
Fulton Bank
Pennsylvania
$1.01M 3,630 -8 -0.2%
LA
354
LVW Advisors
New York
$1M 3,589 +344 +11%
MOACM
355
Mutual of America Capital Management
New York
$996K 3,567 +3,567 New
PNC Financial Services Group
356
PNC Financial Services Group
Pennsylvania
$996K 3,565 +267 +8%
NA
357
NewEdge Advisors
Louisiana
$990K 3,545 -663 -16%
DZ Bank
358
DZ Bank
Germany
$980K 3,509 – –
Focus Partners Wealth
359
Focus Partners Wealth
Massachusetts
$967K 3,463 +18 +0.5%
OCBCO
360
Oversea-Chinese Banking Corp (OCBC)
Singapore
$966K 3,459 +56 +2%
GC
361
Globeflex Capital
California
$941K 3,368 – –
YC
362
Yarbrough Capital
Tennessee
$939K 3,361 – –
QCM
363
Qsemble Capital Management
New York
$932K 3,336 +3,336 New
EOJOAM
364
E. Ohman J:or Asset Management
Sweden
$922K 3,300 +500 +18%
AIM
365
Achmea Investment Management
Netherlands
$917K 3,286 -747 -19%
GWAG
366
Garrett Wealth Advisory Group
Texas
$899K 3,219 – –
HFM
367
Harvest Fund Management
China
$894K 3,203 +2,704 +542%
PD
368
Point72 (DIFC)
United Arab Emirates
$889K 3,183 -6,573 -67%
CCA
369
Catalyst Capital Advisors
New York
$885K 3,170 -250 -7%
BMSSC
370
B. Metzler seel. Sohn & Co
Germany
$883K 3,161 +78 +3%
CIM
371
Chiron Investment Management
New York
$880K 3,150 +493 +19%
CG
372
Caprock Group
Idaho
$867K 3,105 +3,105 New
MC
373
Machina Capital
France
$867K 3,104 +3,104 New
A
374
AlphaQuest
New York
$842K 3,014 +3,014 New
IWM
375
IHT Wealth Management
Illinois
$835K 2,989 -25 -0.8%
13 14
15
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