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LPL Financial
LPLA

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
2
Millennium Management
Millennium Management
New York
+$153M
3
SC
Samlyn Capital
New York
+$77M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$74.8M
5
EC
Eminence Capital
New York
+$56.8M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$172M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
3
Goldman Sachs
Goldman Sachs
New York
-$130M
4
Artisan Partners
Artisan Partners
Wisconsin
-$115M
5
Capital World Investors
Capital World Investors
California
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
KI
376
Kula Investments
Illinois
$687K +$354K +1,749 +106%
ATC
377
Argent Trust Co
Tennessee
$682K -$8.91K -44 -1%
Group One Trading
378
Group One Trading
Illinois
$668K +$631K +3,119 +1,714%
Bessemer Group
379
Bessemer Group
New Jersey
$651K +$128K +632 +24%
Manulife (Manufacturers Life Insurance)
380
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$646K +$74.7K +369 +13%
SOADOR
381
State of Alaska Department of Revenue
Alaska
$639K – – –
BCM
382
BlueMar Capital Management
Florida
$636K +$636K +3,140 New
Two Sigma Advisers
383
Two Sigma Advisers
New York
$627K -$1.56M -7,700 -71%
VIA
384
Vident Investment Advisory
Georgia
$618K +$618K +3,054 New
CFB
385
Cullen/Frost Bankers
Texas
$607K – – –
GWP
386
Gateway Wealth Partners
Wisconsin
$605K +$605K +2,988 New
AIC
387
Archer Investment Corporation
Indiana
$601K – – –
FGI
388
Foresight Global Investors
New York
$599K +$599K +2,960 New
SG
389
Stonnington Group
California
$598K +$598K +3,000 New
BF
390
BOK Financial
Oklahoma
$594K -$192K -947 -24%
Schroder Investment Management Group
391
Schroder Investment Management Group
United Kingdom
$588K +$142K +700 +32%
AA
392
ACT Advisors
North Carolina
$587K +$384K +1,899 +190%
AG
393
Algert Global
California
$582K -$69K -341 -11%
BFA
394
BMS Financial Advisors
South Dakota
$565K +$20.2K +100 +4%
IWM
395
IHT Wealth Management
Illinois
$552K -$1.21K -6 -0.2%
MF
396
Magnetar Financial
Illinois
$551K +$551K +2,722 New
IIC
397
Integrated Investment Consultants
Michigan
$545K +$59.1K +292 +12%
TFA
398
Transamerica Financial Advisors
Florida
$541K +$541K +2,669 New
Mercer Global Advisors
399
Mercer Global Advisors
Colorado
$536K -$30.1K -151 -5%
CM
400
Castleark Management
Illinois
$535K -$2.57M -12,680 -83%
14 15
16
17 18