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LPL Financial
LPLA

Overview Fund Activity

606 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

Holders
606
Holders Change
-19
Holders Change %
-3.04%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
76
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$867M
2
Millennium Management
2
Millennium Management
New York
$301M
3
SC
3
Samlyn Capital
New York
$359M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.61B
5
EC
5
Eminence Capital
New York
$145M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$204M
3
Goldman Sachs
3
Goldman Sachs
New York
$68.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
Capital World Investors
5
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$141M +$808K +3,993 +0.6%
DPCM
27
Darlington Partners Capital Management
California
$132M +$11M +54,272 +9%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$125M -$5.41M -26,720 -4%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$120M +$2.1M +10,373 +2%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$106M +$18.3M +90,246 +21%
FCIM
31
Fairview Capital Investment Management
California
$106M -$1.94M -9,588 -2%
Deutsche Bank
32
Deutsche Bank
Germany
$106M +$18.6M +91,839 +21%
Northern Trust
33
Northern Trust
Illinois
$103M +$8.79M +43,431 +9%
Charles Schwab
34
Charles Schwab
California
$101M -$290K -1,431 -0.3%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$99.5M +$8.04M +39,722 +9%
FPA
36
First Pacific Advisors
California
$97.5M -$3.1M -15,333 -3%
ACH
37
ArrowMark Colorado Holdings
Colorado
$93.7M +$21.9M +108,426 +31%
Bank of America
38
Bank of America
North Carolina
$87M +$3.01M +14,852 +4%
Wells Fargo
39
Wells Fargo
California
$85.9M -$1.67M -8,241 -2%
American Century Companies
40
American Century Companies
Missouri
$83.6M -$7.8M -38,529 -9%
Legal & General Group
41
Legal & General Group
United Kingdom
$82.8M +$15.1M +74,650 +22%
AM
42
AGF Management
Ontario, Canada
$82M -$7.08M -35,000 -8%
Citadel Advisors
43
Citadel Advisors
Florida
$81.2M -$18.8M -92,975 -19%
JSP
44
Jackson Square Partners
California
$78.9M -$30.9M -152,611 -28%
Invesco
45
Invesco
Georgia
$72.9M -$63.2M -312,007 -46%
Goldman Sachs
46
Goldman Sachs
New York
$68.5M -$130M -640,229 -65%
RJA
47
Raymond James & Associates
Florida
$68M -$6.07M -30,012 -8%
AIM
48
Artemis Investment Management
United Kingdom
$65.3M -$6.52M -32,263 -9%
Victory Capital Management
49
Victory Capital Management
Texas
$62.6M +$7.91M +39,065 +14%
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$58.8M -$35.3M -174,603 -38%
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