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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
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

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 Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$163M 718,246 -10,758 -1%
DPCM
27
Darlington Partners Capital Management
California
$163M 715,014 -7,603 -1%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$159M 699,535 -13,843 -2%
Canada Pension Plan Investment Board
29
Canada Pension Plan Investment Board
Ontario, Canada
$158M 695,536 +238,546 +52%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$133M 583,388 +15,096 +3%
SP
31
SurgoCap Partners
New York
$131M 576,619 +576,619 New
Bank of America
32
Bank of America
North Carolina
$124M 546,078 -142,860 -21%
UBS AM
33
UBS AM
Illinois
$122M 536,752 +71,778 +15%
JCM
34
Junto Capital Management
New York
$117M 514,315 +100,918 +24%
FCIM
35
Fairview Capital Investment Management
California
$114M 502,281 -5,844 -1%
MC
36
Maverick Capital
Texas
$110M 485,100 +485,100 New
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$109M 479,776 +68,489 +17%
Wells Fargo
38
Wells Fargo
California
$109M 476,759 -7,593 -2%
ACH
39
ArrowMark Colorado Holdings
Colorado
$108M 475,689 -205,041 -30%
Northern Trust
40
Northern Trust
Illinois
$106M 465,958 -32,447 -7%
FPA
41
First Pacific Advisors
California
$105M 460,261 -20,384 -4%
Westfield Capital Management
42
Westfield Capital Management
Massachusetts
$97.6M 428,869 -170,235 -28%
MG
43
Markel Group
Virginia
$97.1M 426,386 +125,122 +42%
AllianceBernstein
44
AllianceBernstein
Tennessee
$92.1M 404,491 -17,208 -4%
AM
45
AGF Management
Ontario, Canada
$85.2M 374,355 -33,828 -8%
RJA
46
Raymond James & Associates
Florida
$83.3M 365,791 -6,740 -2%
Legal & General Group
47
Legal & General Group
United Kingdom
$82M 360,194 -28,339 -7%
ACL
48
Azora Capital LP
Florida
$74.4M 326,796 +3,648 +1%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$73.1M 321,270 +20,660 +7%
Goldman Sachs
50
Goldman Sachs
New York
$72.2M 317,094 -11,596 -4%
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