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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-23
Holders Change %
-3.79%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
93
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$478M
2
Boston Partners
Boston Partners
Massachusetts
$184M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$104M
4
Holocene Advisors
Holocene Advisors
New York
$79.2M
5
JCM
Junto Capital Management
New York
$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$528M
2
ECU
Egerton Capital (UK)
United Kingdom
$0
3
Millennium Management
Millennium Management
New York
$121M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$139M
5
AllianceBernstein
AllianceBernstein
Tennessee
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
451
Dorsey & Whitney Trust
South Dakota
$242K -$3.7K -17 -2%
FCM
452
Frontier Capital Management
Massachusetts
$241K -$217 -1 -0.1%
PFS
453
Prospera Financial Services
Texas
$241K – – –
CAAS
454
Capital Asset Advisory Services
Michigan
$232K -$38.4K -174 -14%
TWM
455
Thrive Wealth Management
Pennsylvania
$232K -$7.18K -33 -3%
ESCM
456
Echo Street Capital Management
New York
$228K +$228K +1,047 New
HKIMG
457
Hutchens & Kramer Investment Management Group
Indiana
$220K +$870 +4 +0.4%
CCM
458
Coldstream Capital Management
Washington
$220K +$4.57K +21 +2%
FMAEN1
459
Fund Management at Engine No 1
California
$220K +$220K +1,011 New
FFM
460
Forum Financial Management
Illinois
$218K – – –
AAP
461
Arax Advisory Partners
Colorado
$218K +$1.74K +8 +0.8%
AWM
462
Apollon Wealth Management
South Carolina
$217K +$217K +998 New
MA
463
MJP Associates
Connecticut
$217K +$217K +998 New
MYIA
464
Mount Yale Investment Advisors
Colorado
$214K -$96.3K -443 -31%
MAM
465
Martingale Asset Management
Massachusetts
$214K +$214K +982 New
ECM
466
Elgethun Capital Management
South Dakota
$208K – – –
V
467
Veritable
Delaware
$203K -$34.1K -157 -14%
KPWS
468
Kestra Private Wealth Services
Texas
$203K -$34.8K -160 -15%
BFG
469
Berger Financial Group
Minnesota
$201K +$201K +924 New
HIGP
470
Hill Investment Group Partners
Missouri
$201K +$201K +923 New
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$194K -$25.2K -116 -11%
TFGT
472
TS Financial Group (TSFG)
Illinois
$187K +$217 +1 +0.1%
LC
473
Lindbrook Capital
California
$183K +$870 +4 +0.5%
SPIA
474
Steward Partners Investment Advisory
New York
$178K +$14.8K +68 +9%
IA
475
IFP Advisors
Florida
$177K -$144K -664 -45%
17 18
19
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