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LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$283M
2
First Trust Advisors
First Trust Advisors
Illinois
+$210M
3
Marshall Wace
Marshall Wace
United Kingdom
+$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
5
LPC
Lone Pine Capital
Connecticut
+$115M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$440M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$345M
3
Morgan Stanley
Morgan Stanley
New York
-$139M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
5
BlackRock
BlackRock
New York
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
351
Park Avenue Securities
New York
$847K -$992K -4,260 -54%
FHB
352
First Hawaiian Bank
Hawaii
$832K -$17.9K -77 -2%
FDP
353
Financiere des Professionnels
Quebec, Canada
$826K -$198K -851 -19%
AAM
354
Aureus Asset Management
Massachusetts
$815K -$221K -950 -21%
GF
355
Gabelli Funds
New York
$814K +$814K +3,500 New
AO
356
Advisor OS
Illinois
$808K -$389K -1,670 -32%
Focus Partners Wealth
357
Focus Partners Wealth
Massachusetts
$794K -$11.4K -49 -1%
IWM
358
IHT Wealth Management
Illinois
$792K +$98K +422 +14%
New York State Teachers Retirement System (NYSTRS)
359
New York State Teachers Retirement System (NYSTRS)
New York
$784K +$386K +1,658 +97%
HIM
360
Hillsdale Investment Management
Ontario, Canada
$784K +$784K +3,370 New
YC
361
Yarbrough Capital
Tennessee
$782K – – –
EOJOAM
362
E. Ohman J:or Asset Management
Sweden
$768K – – –
Mercer Global Advisors
363
Mercer Global Advisors
Colorado
$763K -$139K -604 -15%
GWAG
364
Garrett Wealth Advisory Group
Texas
$749K – – –
BMSSC
365
B. Metzler seel. Sohn & Co
Germany
$735K – – –
VIM
366
Vinva Investment Management
Australia
$734K +$90.7K +393 +14%
ONB
367
Old National Bancorp
Indiana
$705K +$123K +529 +21%
HAG
368
HighPoint Advisor Group
Illinois
$702K +$29.2K +104 +4%
RJT
369
Raymond James Trust
Florida
$697K -$462K -1,986 -40%
Verition Fund Management
370
Verition Fund Management
Connecticut
$693K -$237K -1,020 -26%
GCP
371
GSA Capital Partners
United Kingdom
$693K +$373K +1,605 +117%
WG
372
Winton Group
United Kingdom
$656K +$656K +2,822 New
MWM
373
Moran Wealth Management
Florida
$653K +$254K +1,092 +64%
CG
374
Caprock Group
Idaho
$648K -$74.2K -319 -10%
CIBC Asset Management
375
CIBC Asset Management
Ontario, Canada
$640K -$1.41M -6,058 -69%
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15
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