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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 %
RIA
426
Realta Investment Advisors
Delaware
$365K -$18.2K -80 -5%
YCM
427
Yousif Capital Management
Michigan
$364K -$11.8K -52 -3%
DCM
428
DGS Capital Management
New Jersey
$360K -$12.3K -54 -3%
PCM
429
Pennsylvania Capital Management
Pennsylvania
$358K – – –
LNWWM
430
Laird Norton Wetherby Wealth Management
California
$353K +$23K +101 +7%
RWMH
431
Riverpoint Wealth Management Holdings
Illinois
$349K +$455 +2 +0.1%
Lido Advisors
432
Lido Advisors
California
$343K -$81.1K -356 -19%
Thrivent Financial for Lutherans
433
Thrivent Financial for Lutherans
Minnesota
$337K -$78.1K -343 -19%
AWM
434
Axxcess Wealth Management
California
$332K -$293K -1,288 -47%
AWS
435
Atria Wealth Solutions
New York
$327K -$2.73K -12 -0.8%
WA
436
Wealth Alliance
New York
$326K +$3.19K +14 +1%
LNC
437
Lincoln National Corp
Pennsylvania
$320K -$84.5K -371 -21%
GDP
438
Great Diamond Partners
Maine
$320K -$27.5K -121 -8%
FCB
439
First County Bank
Connecticut
$314K -$14.8K -65 -5%
S
440
SignatureFD
Georgia
$313K -$89.2K -392 -22%
Wealthfront Advisers
441
Wealthfront Advisers
California
$310K -$74K -325 -19%
GAM
442
Groupama Asset Management
France
$309K +$309K +1,357 New
Vontobel Holding
443
Vontobel Holding
Switzerland
$307K – – –
RFP
444
Root Financial Partners
California
$307K – – –
VWM
445
Valley Wealth Managers
New Jersey
$305K +$4.33K +19 +1%
SWM
446
SFG Wealth Management
Maryland
$305K +$5.92K +26 +2%
AA
447
ALPS Advisors
Colorado
$303K -$343K -1,507 -53%
SP
448
Symmetry Partners
Connecticut
$302K – – –
TI
449
Tidal Investments
Wisconsin
$297K +$20K +88 +7%
AIG
450
American International Group
New York
$290K -$18.4K -81 -6%
16 17
18
19 20