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LPL Financial
LPLA

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
2
Millennium Management
Millennium Management
New York
+$153M
3
SC
Samlyn Capital
New York
+$77M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$74.8M
5
EC
Eminence Capital
New York
+$56.8M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$172M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
3
Goldman Sachs
Goldman Sachs
New York
-$130M
4
Artisan Partners
Artisan Partners
Wisconsin
-$115M
5
Capital World Investors
Capital World Investors
California
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
426
Edgestream Partners
New Jersey
$402K +$209K +1,034 +108%
YIH
427
Y-Intercept (HK)
Hong Kong
$400K +$400K +1,976 New
Pzena Investment Management
428
Pzena Investment Management
New York
$392K -$303K -1,497 -44%
I
429
InceptionR
California
$391K +$391K +1,931 New
IC
430
IEQ Capital
California
$389K -$27.5K -136 -7%
Rockefeller Capital Management
431
Rockefeller Capital Management
New York
$383K +$309K +1,526 +416%
DC
432
Davenport & Co
Virginia
$374K +$20K +99 +6%
WA
433
Wealth Alliance
New York
$370K -$13.4K -66 -3%
MA
434
MONECO Advisors
Connecticut
$370K +$12.8K +63 +4%
BS
435
Banco Santander
Spain
$367K +$367K +1,811 New
LNC
436
Lincoln National Corp
Pennsylvania
$365K -$42.9K -212 -11%
MLL
437
Moody Lynn & Lieberson
Massachusetts
$364K – – –
Lido Advisors
438
Lido Advisors
California
$364K +$19.2K +95 +6%
Cambridge Investment Research Advisors
439
Cambridge Investment Research Advisors
Iowa
$358K +$7.08K +35 +2%
AIM
440
Achmea Investment Management
Netherlands
$356K -$944K -4,669 -73%
RIA
441
Realta Investment Advisors
Delaware
$349K -$128K -630 -27%
YCM
442
Yousif Capital Management
Michigan
$348K -$17.2K -85 -5%
TMAM
443
Tokio Marine Asset Management
Japan
$345K +$85.2K +421 +33%
HS
444
HighVista Strategies
Massachusetts
$344K +$344K +1,700 New
AIMCA
445
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$344K +$344K +1,700 New
AA
446
ALPS Advisors
Colorado
$335K +$335K +1,654 New
LFAS
447
Level Four Advisory Services
Texas
$332K -$171K -847 -34%
LOAMS
448
Lombard Odier Asset Management (Switzerland)
Switzerland
$325K +$325K +1,606 New
Thrivent Financial for Lutherans
449
Thrivent Financial for Lutherans
Minnesota
$320K -$239K -1,199 -43%
SWMG
450
Sanchez Wealth Management Group
Florida
$319K +$405 +2 +0.1%
16 17
18
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