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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 92 closing their positions.

Holders
584
Holders Change
-22
Holders Change %
-3.63%
% 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
92
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$528M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$0
3
Millennium Management
3
Millennium Management
New York
$121M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$139M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
26
Wellington Management Group
Massachusetts
$139M -$154M -710,254 -53%
Bank of America
27
Bank of America
North Carolina
$138M +$44.5M +204,734 +48%
Morgan Stanley
28
Morgan Stanley
New York
$134M -$17.4M -80,199 -11%
ACH
29
ArrowMark Colorado Holdings
Colorado
$128M +$27.2M +125,227 +27%
Citadel Advisors
30
Citadel Advisors
Florida
$124M +$36.9M +169,550 +42%
Millennium Management
31
Millennium Management
New York
$121M -$202M -930,219 -63%
JCM
32
Junto Capital Management
New York
$120M +$71.8M +330,335 +150%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$117M +$3.08M +14,173 +3%
American Century Companies
34
American Century Companies
Missouri
$116M +$26M +119,491 +29%
FCIM
35
Fairview Capital Investment Management
California
$112M -$2.48M -11,389 -2%
Charles Schwab
36
Charles Schwab
California
$107M -$1.5M -6,897 -1%
Marshall Wace
37
Marshall Wace
United Kingdom
$105M +$43.3M +199,238 +70%
FPA
38
First Pacific Advisors
California
$105M -$62K -285 -0.1%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$104M +$86.1M +395,992 +490%
Northern Trust
40
Northern Trust
Illinois
$102M -$8.68M -39,904 -8%
AllianceBernstein
41
AllianceBernstein
Tennessee
$101M -$121M -554,223 -54%
Wells Fargo
42
Wells Fargo
California
$93.5M +$1.23M +5,645 +1%
Deutsche Bank
43
Deutsche Bank
Germany
$92.6M -$20.8M -95,879 -18%
EIP
44
Epoch Investment Partners
New York
$91.4M +$50.7M +233,145 +124%
AM
45
AGF Management
Ontario, Canada
$88.8M +$652K +3,000 +0.7%
Legal & General Group
46
Legal & General Group
United Kingdom
$86.3M -$2.59M -11,900 -3%
LP
47
LMR Partners
United Kingdom
$82.4M +$25.2M +116,129 +44%
RJA
48
Raymond James & Associates
Florida
$80.6M +$7.55M +34,735 +10%
Holocene Advisors
49
Holocene Advisors
New York
$79.2M +$79.2M +364,051 New
JSP
50
Jackson Square Partners
California
$77.7M -$7.03M -32,336 -8%
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