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LPL Financial
LPLA

Overview Fund Activity

594 hedge funds and large institutions have $17.1B invested in LPL Financial in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 247 increasing their positions, 191 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+10
Holders Change %
+1.71%
% of All Funds
9.47%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
70
Increased
247
Reduced
191
Closed
53
Calls
$165M
Puts
$39.8M
Net Calls
+$126M
Net Calls Change
+$98.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$624M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$135M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$109M
4
WCA
4
Waratah Capital Advisors
Ontario, Canada
$56.6M
5
Ameriprise
5
Ameriprise
Minnesota
$64.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.96M
2
SC
2
Samlyn Capital
New York
$328M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$66.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.69B
5
Marshall Wace
5
Marshall Wace
United Kingdom
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$164M +$12.9M +54,444 +9%
ACH
27
ArrowMark Colorado Holdings
Colorado
$162M +$22M +92,367 +16%
Westfield Capital Management
28
Westfield Capital Management
Massachusetts
$142M -$12.2M -51,345 -8%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$135M +$128M +537,272 +1,732%
American Century Companies
30
American Century Companies
Missouri
$135M +$8.34M +35,088 +7%
FCIM
31
Fairview Capital Investment Management
California
$121M -$1.33M -5,613 -1%
Morgan Stanley
32
Morgan Stanley
New York
$119M -$28M -117,787 -19%
Northern Trust
33
Northern Trust
Illinois
$118M +$7.46M +31,402 +7%
Wells Fargo
34
Wells Fargo
California
$115M +$12.9M +54,384 +13%
FPA
35
First Pacific Advisors
California
$114M -$203K -855 -0.2%
UBS AM
36
UBS AM
Illinois
$111M +$43M +181,024 +64%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$109M +$84.9M +357,245 +358%
Holocene Advisors
38
Holocene Advisors
New York
$104M +$17.1M +72,035 +20%
Invesco
39
Invesco
Georgia
$101M +$18.9M +79,632 +23%
AllianceBernstein
40
AllianceBernstein
Tennessee
$100M -$10.5M -44,046 -9%
JCM
41
Junto Capital Management
New York
$98.2M -$32.6M -137,158 -25%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$97.7M +$20.4M +85,684 +26%
EIP
43
Epoch Investment Partners
New York
$97.4M -$2.58M -10,857 -3%
AM
44
AGF Management
Ontario, Canada
$97M – – –
Legal & General Group
45
Legal & General Group
United Kingdom
$92.3M -$2.03M -8,524 -2%
RJA
46
Raymond James & Associates
Florida
$88.5M +$470K +1,976 +0.5%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$84.7M -$28.6M -120,342 -25%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$80.3M +$14.8M +62,431 +23%
JSP
49
Jackson Square Partners
California
$79.5M -$5.49M -23,102 -6%
Goldman Sachs
50
Goldman Sachs
New York
$78.1M +$1.73M +7,261 +2%
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