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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 %
TRCT
451
Tower Research Capital (TRC)
New York
$363K +$106K +401 +41%
Legacy Financial Group (Iowa)
452
Legacy Financial Group (Iowa)
Iowa
$361K +$361K +1,366 New
CCM
453
Coldstream Capital Management
Washington
$359K +$85.3K +323 +31%
SWM
454
SFG Wealth Management
Maryland
$354K – – –
SP
455
Symmetry Partners
Connecticut
$350K – – –
GCP
456
GSA Capital Partners
United Kingdom
$350K +$350K +1,323 New
AA
457
ALPS Advisors
Colorado
$347K -$3.96K -15 -1%
FCB
458
First County Bank
Connecticut
$346K -$18.2K -69 -5%
OTPPB
459
Ontario Teachers' Pension Plan Board
Ontario, Canada
$334K -$374K -1,417 -53%
IMCOOI
460
Investment Management Corp of Ontario (IMCO)
Canada
$333K -$2.53M -9,561 -88%
AIG
461
American International Group
New York
$332K -$4.76K -18 -1%
Walleye Trading
462
Walleye Trading
New York
$329K -$778K -2,946 -70%
AC
463
AXQ Capital
New Jersey
$322K -$623K -2,358 -66%
MWM
464
Moran Wealth Management
Florida
$309K +$309K +1,168 New
CG
465
Cynosure Group
Utah
$308K +$308K +1,164 New
CTC
466
Cetera Trust Company
Minnesota
$306K -$13.2K -50 -4%
TWM
467
Thrive Wealth Management
Pennsylvania
$306K +$50.5K +191 +20%
OFS
468
OneAscent Financial Services
Alabama
$300K +$23.3K +88 +8%
MCA
469
Magnolia Capital Advisors
Mississippi
$298K +$298K +1,136 New
DWT
470
Dorsey & Whitney Trust
South Dakota
$294K – – –
UM
471
UniSuper Management
Australia
$291K +$132K +500 +83%
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$290K +$29.6K +112 +11%
MYAM
473
Meiji Yasuda Asset Management
Japan
$288K +$55.5K +210 +24%
SG Americas Securities
474
SG Americas Securities
New York
$287K -$218K -825 -43%
PI
475
PEAK6 Investments
Illinois
$286K -$230K -872 -45%
17 18
19
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