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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
26
Eagle Asset Management
Florida
$184M 653,223 -41,599 -6%
UBS AM
27
UBS AM
Illinois
$183M 655,451 +112,416 +21%
EIP
28
Epoch Investment Partners
New York
$181M 646,340 -281,029 -30%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$170M 611,249 -25,287 -4%
Westfield Capital Management
30
Westfield Capital Management
Massachusetts
$163M 584,601 +199,374 +52%
Bank of America
31
Bank of America
North Carolina
$163M 582,022 +9,892 +2%
HCM
32
HMI Capital Management
California
$159M 569,643 +198,300 +53%
JCM
33
Junto Capital Management
New York
$159M 568,834 +131,160 +30%
Invesco
34
Invesco
Georgia
$159M 567,525 +151,593 +36%
SP
35
SurgoCap Partners
New York
$153M 546,841 +24,910 +5%
Wells Fargo
36
Wells Fargo
California
$140M 502,943 +16,788 +3%
SCA
37
Southpoint Capital Advisors
New York
$140M 500,000 +385,000 +335%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$139M 496,378 -449,661 -48%
FCIM
39
Fairview Capital Investment Management
California
$136M 486,819 -12,100 -2%
MG
40
Markel Group
Virginia
$135M 481,791 +27,500 +6%
American Century Companies
41
American Century Companies
Missouri
$133M 477,211 +164,586 +53%
FPA
42
First Pacific Advisors
California
$128M 458,938 -884 -0.2%
Northern Trust
43
Northern Trust
Illinois
$128M 458,564 +11,688 +3%
Millennium Management
44
Millennium Management
New York
$124M 443,095 -194,702 -31%
AM
45
AGF Management
Ontario, Canada
$121M 432,278 +5,767 +1%
ACL
46
Azora Capital LP
Florida
$118M 422,922 +6,366 +2%
Macquarie Group
47
Macquarie Group
Australia
$114M 407,788 +189,673 +87%
RJA
48
Raymond James & Associates
Florida
$110M 394,091 +20,123 +5%
AllianceBernstein
49
AllianceBernstein
Tennessee
$106M 380,490 -6,040 -2%
Citadel Advisors
50
Citadel Advisors
Florida
$99.6M 356,684 +36,732 +11%
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