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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
376
Vident Advisory
Georgia
$833K 2,981 -243 -8%
LCM
377
Landscape Capital Management
New Jersey
$833K 2,981 +2,981 New
Cambridge Investment Research Advisors
378
Cambridge Investment Research Advisors
Iowa
$831K 2,974 +312 +12%
RWM
379
Ritholtz Wealth Management
New York
$826K 2,959 -76 -3%
FCA
380
Fortis Capital Advisors
Kansas
$824K 2,950 +981 +50%
OAM
381
Oppenheimer Asset Management
New York
$820K 2,935 +148 +5%
PRC
382
Pearl River Capital
Michigan
$813K 2,912 +2,912 New
P
383
&Partners
Tennessee
$803K 2,876 +2,876 New
MF
384
Magnetar Financial
Illinois
$799K 2,860 -615 -18%
PP
385
Prudential plc
United Kingdom
$798K 2,857 -330 -10%
SWP
386
Stratos Wealth Partners
Ohio
$787K 2,818 +42 +2%
VIM
387
Vinva Investment Management
Australia
$770K 2,785 +773 +38%
EA
388
Everpar Advisors
Oklahoma
$764K 2,736 +140 +5%
AAM
389
Advisors Asset Management
Colorado
$747K 2,673 +738 +38%
QCM
390
QRG Capital Management
Illinois
$743K 2,660 -3,317 -55%
FDCDDQ
391
Federation des caisses Desjardins du Quebec
Quebec, Canada
$733K 2,626 +1,488 +131%
ET
392
Entropy Technologies
New York
$732K 2,620 +2,620 New
CFGS
393
Concourse Financial Group Securities
Alabama
$728K 2,607 -26 -1%
PS
394
Principal Securities
Iowa
$726K 2,600 +60 +2%
EA
395
Emerald Advisers
Pennsylvania
$702K 2,513 -716 -22%
ONB
396
Old National Bancorp
Indiana
$699K 2,501 +2,501 New
AAS
397
Avantax Advisory Services
Texas
$693K 2,481 +2,481 New
GIA
398
Gladstone Institutional Advisory
Florida
$689K 2,467 -51 -2%
PA
399
Parallel Advisors
California
$680K 2,434 +18 +0.7%
SPA
400
Sherbrooke Park Advisers
New York
$673K 2,410 +2,410 New
14 15
16
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