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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-23
Holders Change %
-3.79%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
93
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$478M
2
Boston Partners
Boston Partners
Massachusetts
$184M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$104M
4
Holocene Advisors
Holocene Advisors
New York
$79.2M
5
JCM
Junto Capital Management
New York
$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$528M
2
ECU
Egerton Capital (UK)
United Kingdom
$0
3
Millennium Management
Millennium Management
New York
$121M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$139M
5
AllianceBernstein
AllianceBernstein
Tennessee
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
476
Quent Capital
New York
$167K -$1.09K -5 -0.6%
SAI
477
Systematic Alpha Investments
New Jersey
$165K – – –
UCB
478
United Community Bank
South Carolina
$140K – – –
UM
479
UniSuper Management
Australia
$130K +$130K +600 New
WP
480
WealthPLAN Partners
Nebraska
$124K +$217 +1 +0.2%
TSWM
481
Tyler-Stone Wealth Management
Ohio
$124K +$124K +568 New
EBA
482
Eagle Bay Advisors
New York
$120K -$15K -69 -11%
NC
483
NewSquare Capital
Pennsylvania
$118K – – –
SOW
484
State of Wyoming
Wyoming
$118K +$50.2K +231 +75%
Simplex Trading
485
Simplex Trading
Illinois
$113K -$1.36M -6,266 -92%
CI Investments Inc
486
CI Investments Inc
Ontario, Canada
$108K -$8.21M -37,787 -99%
QCG
487
Quadrant Capital Group
Ohio
$106K -$12.4K -57 -10%
CA
488
Clearstead Advisors
Ohio
$105K +$36.3K +167 +53%
PTC
489
Private Trust Company
Ohio
$104K – – –
VSQM
490
V-Square Quantitative Management
Illinois
$103K +$103K +475 New
ADL
491
Asset Dedication LLC
California
$98K – – –
GRP
492
Global Retirement Partners
California
$97.9K -$45.5K -209 -32%
FHA
493
First Horizon Advisors
Tennessee
$95.9K -$23K -106 -19%
AF
494
Allworth Financial
California
$95.2K -$3.26K -15 -3%
FDCDDQ
495
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92K +$14.4K +66 +18%
GCM
496
Gables Capital Management
Florida
$87K – – –
PCM
497
Penserra Capital Management
California
$84K -$2.14K -10 -2%
AP
498
Arlington Partners
Alabama
$83.9K -$7.61K -35 -8%
AssetMark Inc
499
AssetMark Inc
California
$83.9K +$53.1K +244 +172%
IGWM
500
ICA Group Wealth Management
Colorado
$81.3K +$9.13K +42 +13%
18 19
20
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