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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
MA
401
MONECO Advisors
Connecticut
$669K -$5.59K -20 -0.8%
AWM
402
Avior Wealth Management
Nebraska
$663K -$84.6K -303 -11%
Impax Asset Management Group
403
Impax Asset Management Group
United Kingdom
$642K +$642K +2,297 New
LCOV
404
London Company of Virginia
Virginia
$634K – – –
PP
405
PDT Partners
New York
$628K -$9.5K -34 -1%
PA
406
Prossimo Advisors
California
$624K – – –
RFP
407
Root Financial Partners
California
$616K +$559 +2 +0.1%
CAM
408
Concorde Asset Management
Michigan
$614K – – –
XF
409
XML Financial
Maryland
$611K -$6.98K -25 -1%
TMAM
410
Tokio Marine Asset Management
Japan
$606K – – –
NS
411
NBC Securities
Alabama
$597K -$8.93K -32 -1%
PTC
412
Petrus Trust Company
Texas
$577K +$577K +2,066 New
Vontobel Holding
413
Vontobel Holding
Switzerland
$576K -$41.9K -150 -7%
FT
414
Fiduciary Trust
Massachusetts
$566K +$164K +588 +41%
DC
415
Davenport & Co
Virginia
$565K +$174K +624 +45%
AIC
416
Archer Investment Corporation
Indiana
$563K – – –
WWM
417
WJ Wealth Management
Arizona
$559K – – –
VI
418
Versor Investments
New York
$559K +$559K +2,000 New
MYIA
419
Mount Yale Investment Advisors
Colorado
$545K +$57.5K +206 +12%
HAG
420
HighPoint Advisor Group
Illinois
$531K +$37.7K +170 +8%
HHGC
421
Hunting Hill Global Capital
New York
$523K – – –
WPC
422
Wedmont Private Capital
Pennsylvania
$507K +$55.4K +210 +12%
MLL
423
Moody Lynn & Lieberson
Massachusetts
$503K – – –
SC
424
Savant Capital
Illinois
$501K -$3.35K -12 -0.7%
IC
425
IEQ Capital
California
$498K -$3.91K -14 -0.8%
15 16
17
18 19