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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 %
AAM
401
Advisors Asset Management
Colorado
$511K -$358K -1,355 -41%
OTL
402
Oak Thistle LLC
New York
$506K +$506K +1,917 New
CC
403
Cipher Capital
New York
$505K -$899K -3,404 -64%
AI
404
AdvisorShares Investments
Maryland
$502K +$502K +1,900 New
HHGC
405
Hunting Hill Global Capital
New York
$494K +$494K +1,871 New
UCFA
406
United Capital Financial Advisors
Texas
$492K -$57.1K -216 -10%
TSS
407
Two Sigma Securities
New York
$485K +$29.1K +110 +6%
ProShare Advisors
408
ProShare Advisors
Maryland
$482K -$75K -284 -13%
SAM
409
Shell Asset Management
Netherlands
$480K -$467K -1,673 -49%
BAMF
410
BI Asset Management Fondsmaeglerselskab
Denmark
$480K -$65K -246 -12%
SC
411
Savant Capital
Illinois
$477K +$477K +1,806 New
MLL
412
Moody Lynn & Lieberson
Massachusetts
$476K – – –
IC
413
IEQ Capital
California
$475K -$5.81K -22 -1%
MYIA
414
Mount Yale Investment Advisors
Colorado
$461K +$461K +1,746 New
EWA
415
EverSource Wealth Advisors
Alabama
$450K -$43.1K -160 -9%
SOMRS
416
State of Michigan Retirement System
Michigan
$449K – – –
AIMCA
417
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$449K – – –
Arrowstreet Capital
418
Arrowstreet Capital
Massachusetts
$449K +$449K +1,698 New
YCM
419
Yousif Capital Management
Michigan
$447K +$24.8K +94 +6%
BFM
420
Boothbay Fund Management
New York
$447K +$447K +1,692 New
WPC
421
Wedmont Private Capital
Pennsylvania
$442K +$6.46K +25 +1%
UWS
422
Unique Wealth Strategies
Illinois
$442K +$442K +1,673 New
Balyasny Asset Management
423
Balyasny Asset Management
Illinois
$440K -$537K -2,031 -55%
HI
424
Handelsinvest Investeringsforvaltning
Denmark
$436K -$227K -858 -34%
SWMG
425
Sanchez Wealth Management Group
Florida
$435K +$528 +2 +0.1%
15 16
17
18 19