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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
Morgan Stanley
3
Morgan Stanley
New York
$239M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$637M
5
MC
5
Maverick Capital
Texas
$110M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
376
Concourse Financial Group Securities
Alabama
$611K -$351K -1,540 -36%
OTPPB
377
Ontario Teachers' Pension Plan Board
Ontario, Canada
$610K +$195K +856 +47%
CAM
378
Concorde Asset Management
Michigan
$603K -$7.51K -33 -1%
OAM
379
Ostrum Asset Management
France
$600K -$192K -845 -24%
APG Asset Management
380
APG Asset Management
Netherlands
$590K -$3.04M -14,735 -84%
AWM
381
Avior Wealth Management
Nebraska
$585K +$168K +740 +40%
HAG
382
HighPoint Advisor Group
Illinois
$584K +$584K +2,225 New
PNC Financial Services Group
383
PNC Financial Services Group
Pennsylvania
$575K -$68.5K -301 -11%
HI
384
Handelsinvest Investeringsforvaltning
Denmark
$571K +$571K +2,509 New
Point72 Asset Management
385
Point72 Asset Management
Connecticut
$569K -$2.57M -11,300 -82%
DZ Bank
386
DZ Bank
Germany
$559K – – –
PS
387
Principal Securities
Iowa
$551K +$551K +2,419 New
PA
388
Parallel Advisors
California
$541K +$5.92K +26 +1%
MWA
389
MFA Wealth Advisors
Pennsylvania
$538K -$15K -66 -3%
LCOV
390
London Company of Virginia
Virginia
$517K – – –
PA
391
Prossimo Advisors
California
$509K +$509K +2,235 New
XF
392
XML Financial
Maryland
$504K +$455 +2 +0.1%
NS
393
NBC Securities
Alabama
$494K -$7.05K -31 -1%
MAM
394
Martingale Asset Management
Massachusetts
$491K -$2.33M -10,242 -83%
XT
395
XTX Topco
Cayman Islands
$490K +$490K +2,153 New
FA
396
FDx Advisors
Illinois
$483K -$63.5K -279 -12%
ProShare Advisors
397
ProShare Advisors
Maryland
$480K -$264K -1,161 -35%
CWM
398
CIBC World Markets
New York
$480K +$480K +2,108 New
TMAM
399
Tokio Marine Asset Management
Japan
$479K +$45.1K +198 +10%
UCFA
400
United Capital Financial Advisors
Texas
$473K +$473K +2,078 New
14 15
16
17 18