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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.

Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.34%
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
1
Boston Partners
Massachusetts
$466M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
3
HCM
3
HMI Capital Management
California
$98.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$836M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$292M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$422M
2
Millennium Management
2
Millennium Management
New York
$169M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$75M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$681M
5
LPC
5
Lone Pine Capital
Connecticut
$445M
Name Market Value Shares Shares
Change 		Shares
Change %
DPCM
26
Darlington Partners Capital Management
California
$189M 715,014 – –
EAM
27
Eagle Asset Management
Florida
$185M 694,822 -24,469 -3%
Millennium Management
28
Millennium Management
New York
$169M 637,797 -561,648 -47%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$168M 636,536 -112,245 -15%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M 590,420 +490,717 +492%
Bank of America
31
Bank of America
North Carolina
$151M 572,130 +26,052 +5%
UBS AM
32
UBS AM
Illinois
$143M 543,035 +6,283 +1%
SP
33
SurgoCap Partners
New York
$138M 521,931 -54,688 -9%
FCIM
34
Fairview Capital Investment Management
California
$132M 498,919 -3,362 -0.7%
Wells Fargo
35
Wells Fargo
California
$128M 486,155 +9,396 +2%
FPA
36
First Pacific Advisors
California
$121M 459,822 -439 -0.1%
MG
37
Markel Group
Virginia
$120M 454,291 +27,905 +7%
ACH
38
ArrowMark Colorado Holdings
Colorado
$120M 452,938 -22,751 -5%
Northern Trust
39
Northern Trust
Illinois
$118M 446,876 -19,082 -4%
JCM
40
Junto Capital Management
New York
$116M 437,674 -76,641 -15%
AM
41
AGF Management
Ontario, Canada
$113M 426,511 +52,156 +14%
ACL
42
Azora Capital LP
Florida
$110M 416,556 +89,760 +27%
Invesco
43
Invesco
Georgia
$110M 415,932 +99,960 +32%
AllianceBernstein
44
AllianceBernstein
Tennessee
$102M 386,530 -17,961 -4%
Westfield Capital Management
45
Westfield Capital Management
Massachusetts
$102M 385,227 -43,642 -10%
RJA
46
Raymond James & Associates
Florida
$98.8M 373,968 +8,177 +2%
HCM
47
HMI Capital Management
California
$98.1M 371,343 +371,343 New
Legal & General Group
48
Legal & General Group
United Kingdom
$93.7M 354,574 -5,620 -2%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$90M 340,522 -139,254 -29%
MC
50
Maverick Capital
Texas
$87.3M 330,432 -154,668 -32%
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