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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 %
DCM
426
DGS Capital Management
New Jersey
$429K +$11.6K +44 +3%
Bessemer Group
427
Bessemer Group
New Jersey
$423K -$99.5K -376 -19%
CFB
428
Cullen/Frost Bankers
Texas
$423K -$7.4K -28 -2%
SPIA
429
Steward Partners Investment Advisory
New York
$419K +$175K +663 +72%
PCM
430
Pennsylvania Capital Management
Pennsylvania
$415K – – –
LNC
431
Lincoln National Corp
Pennsylvania
$413K +$41.5K +157 +11%
VWM
432
Valley Wealth Managers
New Jersey
$413K +$58.9K +223 +17%
LNWWM
433
Laird Norton Wetherby Wealth Management
California
$411K +$1.06K +4 +0.3%
Wealthfront Advisers
434
Wealthfront Advisers
California
$410K +$49.9K +189 +14%
TI
435
Tidal Investments
Wisconsin
$408K +$63.1K +239 +18%
Lido Advisors
436
Lido Advisors
California
$406K +$7.66K +29 +2%
RWMH
437
Riverpoint Wealth Management Holdings
Illinois
$406K +$528 +2 +0.1%
Verition Fund Management
438
Verition Fund Management
Connecticut
$405K -$657K -2,485 -62%
RIA
439
Realta Investment Advisors
Delaware
$401K -$23K -87 -5%
BPA
440
Beacon Pointe Advisors
California
$396K +$91.7K +347 +30%
Thrivent Financial for Lutherans
441
Thrivent Financial for Lutherans
Minnesota
$388K -$3.17K -12 -0.8%
MA
442
MJP Associates
Connecticut
$382K +$81.6K +309 +27%
FT
443
Fiduciary Trust
Massachusetts
$380K +$380K +1,438 New
IGAM
444
iA Global Asset Management
Quebec, Canada
$379K -$85.4K -323 -18%
WA
445
Wealth Alliance
New York
$374K -$4.49K -17 -1%
GDP
446
Great Diamond Partners
Maine
$373K +$1.32K +5 +0.4%
S
447
SignatureFD
Georgia
$370K +$6.08K +23 +2%
DC
448
Davenport & Co
Virginia
$369K +$59.4K +225 +19%
FFL
449
Future Fund LLC
Illinois
$368K +$36.5K +138 +11%
AC
450
ASB Consultores
Florida
$364K +$364K +1,378 New
16 17
18
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