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LPL Financial
LPLA

Overview Fund Activity

594 hedge funds and large institutions have $17.1B invested in LPL Financial in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 247 increasing their positions, 191 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+10
Holders Change %
+1.71%
% of All Funds
9.47%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
70
Increased
247
Reduced
191
Closed
53
Calls
$165M
Puts
$39.8M
Net Calls
+$126M
Net Calls Change
+$98.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$496M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$128M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$84.9M
4
WCA
Waratah Capital Advisors
Ontario, Canada
+$56.6M
5
Ameriprise
Ameriprise
Minnesota
+$54.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$126M
2
SC
Samlyn Capital
New York
-$110M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$84.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$77.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
401
Cumberland Partners
Ontario, Canada
$475K +$475K +2,000 New
DC
402
Davenport & Co
Virginia
$471K +$4.28K +18 +0.9%
TMAM
403
Tokio Marine Asset Management
Japan
$453K +$20.4K +86 +5%
MA
404
MONECO Advisors
Connecticut
$452K +$6.18K +26 +1%
GT
405
Greenleaf Trust
Michigan
$452K +$475 +2 +0.1%
Lido Advisors
406
Lido Advisors
California
$443K +$15.2K +64 +4%
EWA
407
EverSource Wealth Advisors
Alabama
$440K -$11.9K -50 -3%
Cambridge Investment Research Advisors
408
Cambridge Investment Research Advisors
Iowa
$440K +$53.5K +225 +14%
Thrivent Financial for Lutherans
409
Thrivent Financial for Lutherans
Minnesota
$435K +$19.8K +83 +5%
AWM
410
Avior Wealth Management
Nebraska
$435K -$72.2K -304 -14%
OTPPB
411
Ontario Teachers' Pension Plan Board
Ontario, Canada
$434K +$434K +1,826 New
GGHC
412
Gilder Gagnon Howe & Co
New York
$433K +$70.6K +297 +20%
MLL
413
Moody Lynn & Lieberson
Massachusetts
$428K – – –
LNC
414
Lincoln National Corp
Pennsylvania
$422K -$39K -164 -8%
S
415
SignatureFD
Georgia
$420K +$126K +529 +43%
IGAM
416
iA Global Asset Management
Quebec, Canada
$410K +$410K +1,726 New
IC
417
IEQ Capital
California
$410K +$64.2K +270 +19%
GIA
418
Gladstone Institutional Advisory
Florida
$408K -$57.3K -241 -12%
AIMCA
419
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$404K – – –
Wealthfront Advisers
420
Wealthfront Advisers
California
$401K +$43.3K +182 +12%
YCM
421
Yousif Capital Management
Michigan
$392K +$9.51K +40 +2%
Acadian Asset Management
422
Acadian Asset Management
Massachusetts
$391K +$336K +1,420 +612%
DCM
423
DGS Capital Management
New Jersey
$388K +$41.3K +174 +12%
CFB
424
Cullen/Frost Bankers
Texas
$380K – – –
HT
425
Headlands Technologies
Illinois
$379K -$957K -4,026 -72%
15 16
17
18 19