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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-23
Holders Change %
-3.79%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
93
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$258M
2
Boston Partners
Boston Partners
Massachusetts
+$171M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$86.1M
4
Holocene Advisors
Holocene Advisors
New York
+$79.2M
5
JCM
Junto Capital Management
New York
+$71.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$404M
2
ECU
Egerton Capital (UK)
United Kingdom
-$206M
3
Millennium Management
Millennium Management
New York
-$202M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$154M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
376
Commonwealth Equity Services
Massachusetts
$563K +$13.1K +60 +2%
IWA
377
Intercontinental Wealth Advisors
Texas
$560K +$18.5K +85 +3%
BMSSC
378
B. Metzler seel. Sohn & Co
Germany
$557K +$238K +1,093 +74%
Creative Planning
379
Creative Planning
Kansas
$544K +$19.4K +89 +4%
GCM
380
Genus Capital Management
British Columbia, Canada
$544K +$544K +2,500 New
VCM
381
Vetamer Capital Management
California
$537K +$537K +2,472 New
DZ Bank
382
DZ Bank
Germany
$534K -$993K -4,565 -65%
PA
383
Parallel Advisors
California
$502K -$15.7K -72 -3%
CGIM
384
Cannon Global Investment Management
Florida
$500K +$500K +2,300 New
LCOV
385
London Company of Virginia
Virginia
$494K – – –
IIC
386
Ironwood Investment Counsel
Arizona
$481K – – –
XF
387
XML Financial
Maryland
$480K +$652 +3 +0.1%
Schroder Investment Management Group
388
Schroder Investment Management Group
United Kingdom
$480K -$152K -700 -24%
HIM
389
Hillsdale Investment Management
Ontario, Canada
$479K – – –
Verition Fund Management
390
Verition Fund Management
Connecticut
$473K -$4.2M -19,302 -90%
AWM
391
Avior Wealth Management
Nebraska
$464K +$28.5K +131 +7%
AA
392
ALPS Advisors
Colorado
$459K +$99.6K +458 +28%
MGP
393
Metis Global Partners
California
$453K +$5.65K +26 +1%
AIC
394
Archer Investment Corporation
Indiana
$452K -$194K -891 -30%
CC
395
Cipher Capital
New York
$444K +$444K +2,044 New
WWM
396
WJ Wealth Management
Arizona
$435K +$217K +1,000 +100%
AI
397
AdvisorShares Investments
Maryland
$430K +$430K +1,978 New
DC
398
Davenport & Co
Virginia
$427K +$24.8K +114 +6%
GIA
399
Gladstone Institutional Advisory
Florida
$426K +$129K +593 +43%
LNC
400
Lincoln National Corp
Pennsylvania
$422K +$29.6K +136 +8%
14 15
16
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