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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.

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 %
FFL
451
Future Fund LLC
Illinois
$285K -$45.5K -200 -14%
BC
452
Bridgefront Capital
Texas
$284K +$284K +1,249 New
CIS
453
Custom Index Systems
New York
$278K +$278K +1,221 New
CTC
454
Cetera Trust Company
Minnesota
$275K +$275K +1,210 New
VIM
455
Vinva Investment Management
Australia
$270K +$270K +1,183 New
Pzena Investment Management
456
Pzena Investment Management
New York
$270K -$20.5K -90 -7%
DC
457
Davenport & Co
Virginia
$267K -$184K -807 -41%
BPA
458
Beacon Pointe Advisors
California
$263K +$5.46K +24 +2%
MA
459
MJP Associates
Connecticut
$259K -$5.92K -26 -2%
DWT
460
Dorsey & Whitney Trust
South Dakota
$254K -$1.59K -7 -0.6%
Brown Advisory
461
Brown Advisory
Maryland
$254K +$254K +1,114 New
Capstone Investment Advisors
462
Capstone Investment Advisors
New York
$252K +$25.5K +112 +11%
SP
463
Systematic Portfolios
New York
$252K +$252K +1,109 New
SI
464
Seeds Investor
New York
$248K +$248K +1,091 New
OWM
465
OneAscent Wealth Management
Alabama
$244K – – –
KPWS
466
Kestra Private Wealth Services
Texas
$238K -$29.1K -128 -11%
OFS
467
OneAscent Financial Services
Alabama
$238K +$238K +1,046 New
CCM
468
Coldstream Capital Management
Washington
$236K +$31.2K +137 +15%
EBA
469
Eagle Bay Advisors
New York
$232K +$28K +123 +14%
CIP
470
Cornerstone Investment Partners
Georgia
$230K -$112K -490 -33%
HCM
471
HMS Capital Management
Tennessee
$230K -$7.29K -32 -3%
FFM
472
Forum Financial Management
Illinois
$229K – – –
BAM
473
Blueshift Asset Management
New Jersey
$227K +$227K +996 New
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$224K +$12.7K +56 +6%
IB
475
Intrust Bank
Kansas
$222K -$23K -101 -9%
17 18
19
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