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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 %
BAMF
401
BI Asset Management Fondsmaeglerselskab
Denmark
$470K -$11.5M -50,339 -96%
MGP
402
Metis Global Partners
California
$469K -$31.9K -140 -6%
IIC
403
Ironwood Investment Counsel
Arizona
$465K -$37.6K -165 -7%
HWMA
404
Heritage Wealth Management (Arizona)
Arizona
$460K +$460K +2,021 New
AIC
405
Archer Investment Corporation
Indiana
$459K – – –
WWM
406
WJ Wealth Management
Arizona
$455K – – –
Bessemer Group
407
Bessemer Group
New Jersey
$449K -$234K -1,031 -34%
PI
408
PEAK6 Investments
Illinois
$445K +$242K +1,061 +119%
YIH
409
Y-Intercept (HK)
Hong Kong
$438K +$438K +1,925 New
MA
410
MONECO Advisors
Connecticut
$437K +$3.19K +14 +0.7%
SG Americas Securities
411
SG Americas Securities
New York
$435K -$1.41M -6,194 -76%
GT
412
Greenleaf Trust
Michigan
$432K -$683 -3 -0.2%
AIM
413
Aigen Investment Management
New York
$419K +$419K +1,841 New
EWA
414
EverSource Wealth Advisors
Alabama
$417K -$4.33K -19 -1%
IC
415
IEQ Capital
California
$414K +$21.6K +95 +6%
MLL
416
Moody Lynn & Lieberson
Massachusetts
$410K – – –
WPC
417
Wedmont Private Capital
Pennsylvania
$401K +$101K +425 +34%
IGAM
418
iA Global Asset Management
Quebec, Canada
$400K +$7.06K +31 +2%
FRM
419
Fox Run Management
Connecticut
$399K +$399K +1,752 New
TSS
420
Two Sigma Securities
New York
$393K +$393K +1,727 New
PRC
421
Pearl River Capital
Michigan
$393K +$393K +1,726 New
AIMCA
422
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$387K – – –
SOMRS
423
State of Michigan Retirement System
Michigan
$387K +$68.3K +300 +21%
SWMG
424
Sanchez Wealth Management Group
Florida
$374K +$14.8K +65 +4%
CFB
425
Cullen/Frost Bankers
Texas
$371K +$6.37K +28 +2%
15 16
17
18 19