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LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$306M
2
Raymond James Financial
2
Raymond James Financial
Florida
$296M
3
Boston Partners
3
Boston Partners
Massachusetts
$1.28B
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$253M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$996M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
TP
26
Third Point
New York
$214M 655,000 +170,000 +35%
SCA
27
Southpoint Capital Advisors
New York
$196M 600,000 -150,000 -20%
MC
28
Maverick Capital
Texas
$192M 587,721 +90,646 +18%
UBS AM
29
UBS AM
Illinois
$190M 581,645 -33,592 -5%
EC
30
Eminence Capital
New York
$182M 558,647 -519,462 -48%
MG
31
Markel Group
Virginia
$174M 532,404 +12,000 +2%
Wells Fargo
32
Wells Fargo
California
$165M 504,588 +6,365 +1%
Marshall Wace
33
Marshall Wace
United Kingdom
$165M 504,176 -359,078 -42%
Northern Trust
34
Northern Trust
Illinois
$160M 491,145 +61,551 +14%
American Century Companies
35
American Century Companies
Missouri
$160M 489,580 +15,554 +3%
FCIM
36
Fairview Capital Investment Management
California
$156M 478,002 -7,944 -2%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$154M 471,488 +471,488 New
Dodge & Cox
38
Dodge & Cox
California
$153M 470,109 +454,553 +2,922%
FPA
39
First Pacific Advisors
California
$150M 458,289 -73 -0%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$148M 452,684 -27,231 -6%
AM
41
AGF Management
Ontario, Canada
$142M 435,056 -12,454 -3%
Artisan Partners
42
Artisan Partners
Wisconsin
$136M 417,873 +417,873 New
Alyeska Investment Group
43
Alyeska Investment Group
Illinois
$136M 416,613 +416,613 New
ACL
44
Azora Capital LP
Florida
$136M 416,185 -227,359 -35%
JCM
45
Junto Capital Management
New York
$133M 405,990 -71,596 -15%
HCM
46
HMI Capital Management
California
$131M 401,243 -291,300 -42%
Caisse de Depot et Placement du Quebec (CDPQ)
47
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$130M 397,596 +335,492 +540%
Ameriprise
48
Ameriprise
Minnesota
$124M 378,261 +128,932 +52%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$118M 360,578 -247,187 -41%
Bank of America
50
Bank of America
North Carolina
$110M 337,059 -17,641 -5%
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