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LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$283M
2
First Trust Advisors
First Trust Advisors
Illinois
+$210M
3
Marshall Wace
Marshall Wace
United Kingdom
+$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
5
LPC
Lone Pine Capital
Connecticut
+$115M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$440M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$345M
3
Morgan Stanley
Morgan Stanley
New York
-$139M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
5
BlackRock
BlackRock
New York
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
401
Vident Advisory
Georgia
$519K -$174K -749 -25%
TMAM
402
Tokio Marine Asset Management
Japan
$516K +$11.4K +49 +2%
RFP
403
Root Financial Partners
California
$513K -$465 -2 -0.1%
IC
404
IEQ Capital
California
$510K +$94.9K +408 +23%
CAM
405
Concorde Asset Management
Michigan
$504K -$7.68K -33 -2%
RSWM
406
Robertson Stephens Wealth Management
California
$500K +$500K +2,149 New
NS
407
NBC Securities
Alabama
$497K – – –
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$495K -$9.55M -41,048 -95%
Twin Tree Management
409
Twin Tree Management
Texas
$494K +$494K +2,124 New
TSS
410
Two Sigma Securities
New York
$494K +$494K +2,122 New
VWM
411
Venturi Wealth Management
Texas
$482K -$10M -43,179 -95%
Vontobel Holding
412
Vontobel Holding
Switzerland
$480K – – –
WWM
413
WJ Wealth Management
Arizona
$465K – – –
VWM
414
Valley Wealth Managers
New Jersey
$462K +$128K +549 +38%
FCA
415
FinTrust Capital Advisors
South Carolina
$449K +$449K +2,000 New
MFS
416
Mattson Financial Services
Michigan
$444K -$6.15K -22 -1%
AAM
417
Advisors Asset Management
Colorado
$443K -$178K -767 -29%
Cambridge Investment Research Advisors
418
Cambridge Investment Research Advisors
Iowa
$440K -$252K -1,084 -36%
BC
419
Bridgefront Capital
Texas
$439K +$439K +1,886 New
HHGC
420
Hunting Hill Global Capital
New York
$435K – – –
GC
421
Guggenheim Capital
Illinois
$414K +$414K +1,779 New
AFCM
422
Applied Finance Capital Management
Puerto Rico
$409K – – –
FT
423
Fiduciary Trust
Massachusetts
$403K -$68.2K -293 -14%
HFO
424
Heritage Family Offices
Arizona
$402K +$3.49K +15 +0.9%
CG
425
Cynosure Group
Utah
$401K +$89.6K +385 +29%
15 16
17
18 19