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LPL Financial
LPLA

Overview Fund Activity

644 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.33%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
100
Increased
238
Reduced
206
Closed
66
Calls
$106M
Puts
$24.1M
Net Calls
+$81.5M
Net Calls Change
+$51.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$195M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$130M
3
HCM
HMI Capital Management
California
+$98.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.7M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$72.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$161M
2
Millennium Management
Millennium Management
New York
-$148M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$110M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$70.8M
5
LPC
Lone Pine Capital
Connecticut
-$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
376
MONECO Advisors
Connecticut
$638K +$132K +498 +26%
XT
377
XTX Topco
Cayman Islands
$624K +$54.7K +207 +10%
PP
378
PDT Partners
New York
$603K -$1.54M -5,823 -72%
LCOV
379
London Company of Virginia
Virginia
$600K – – –
HAG
380
HighPoint Advisor Group
Illinois
$595K – – –
PA
381
Prossimo Advisors
California
$590K – – –
AWM
382
Axxcess Wealth Management
California
$586K +$201K +761 +52%
XF
383
XML Financial
Maryland
$585K +$264 +1 +0%
Vontobel Holding
384
Vontobel Holding
Switzerland
$584K +$228K +862 +64%
RFP
385
Root Financial Partners
California
$583K +$226K +855 +63%
CAM
386
Concorde Asset Management
Michigan
$581K -$119K -451 -17%
GCM
387
Genus Capital Management
British Columbia, Canada
$576K +$576K +2,180 New
SRL
388
Scientech Research LLC
New Jersey
$574K +$574K +2,173 New
TMAM
389
Tokio Marine Asset Management
Japan
$573K +$17.2K +65 +3%
NS
390
NBC Securities
Alabama
$573K – – –
LOAMS
391
Lombard Odier Asset Management (Switzerland)
Switzerland
$551K +$551K +2,087 New
DFCM
392
Dark Forest Capital Management
Puerto Rico
$545K +$545K +2,063 New
IIC
393
Ironwood Investment Counsel
Arizona
$540K – – –
AIC
394
Archer Investment Corporation
Indiana
$533K – – –
VIM
395
Vinva Investment Management
Australia
$532K +$219K +829 +70%
WWM
396
WJ Wealth Management
Arizona
$528K – – –
BRWA
397
B. Riley Wealth Advisors
Florida
$525K +$303K +1,277 +137%
BAM
398
Belpointe Asset Management
Nevada
$520K +$520K +1,969 New
FCA
399
Fortis Capital Advisors
Kansas
$520K +$520K +1,969 New
HWMA
400
Heritage Wealth Management (Arizona)
Arizona
$513K -$21.4K -81 -4%
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16
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