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LPL Financial
LPLA

Overview Fund Activity

594 hedge funds and large institutions have $17.1B invested in LPL Financial in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 247 increasing their positions, 191 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+10
Holders Change %
+1.71%
% of All Funds
9.47%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
70
Increased
247
Reduced
191
Closed
53
Calls
$165M
Puts
$39.8M
Net Calls
+$126M
Net Calls Change
+$98.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$624M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$135M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$109M
4
WCA
Waratah Capital Advisors
Ontario, Canada
$56.6M
5
Ameriprise
Ameriprise
Minnesota
$64.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$9.96M
2
SC
Samlyn Capital
New York
$328M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$66.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.69B
5
Marshall Wace
Marshall Wace
United Kingdom
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
476
Coldstream Capital Management
Washington
$213K -$26.9K -113 -11%
EBA
477
Eagle Bay Advisors
New York
$213K +$82K +345 +63%
PI
478
PEAK6 Investments
Illinois
$213K -$1.5M -6,318 -88%
MYAM
479
Meiji Yasuda Asset Management
Japan
$209K +$209K +880 New
MG
480
Mather Group
Illinois
$209K +$209K +880 New
CI
481
Cigna Investments
Connecticut
$206K +$206K +868 New
LIP
482
Lighthouse Investment Partners
Florida
$205K -$135K -570 -40%
TFGT
483
TS Financial Group (TSFG)
Illinois
$205K +$238 +1 +0.1%
LC
484
Lindbrook Capital
California
$202K +$1.9K +8 +0.9%
FP
485
Foundry Partners
Minnesota
$202K +$202K +848 New
DWM
486
Drive Wealth Management
Utah
$201K +$201K +847 New
IA
487
IFP Advisors
Florida
$189K -$4.28K -18 -2%
QC
488
Quent Capital
New York
$184K +$1.19K +5 +0.6%
SPIA
489
Steward Partners Investment Advisory
New York
$182K -$11.6K -49 -6%
SAI
490
Systematic Alpha Investments
New Jersey
$181K – – –
UCB
491
United Community Bank
South Carolina
$153K – – –
CA
492
Clearstead Advisors
Ohio
$146K +$31.1K +131 +27%
UM
493
UniSuper Management
Australia
$143K – – –
TSWM
494
Tyler-Stone Wealth Management
Ohio
$135K – – –
QCG
495
Quadrant Capital Group
Ohio
$130K +$14.5K +61 +13%
NC
496
NewSquare Capital
Pennsylvania
$130K – – –
VSQM
497
V-Square Quantitative Management
Illinois
$124K +$11.2K +47 +10%
CI Investments Inc
498
CI Investments Inc
Ontario, Canada
$121K +$3.32K +14 +3%
FDCDDQ
499
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K +$19.5K +82 +19%
FHA
500
First Horizon Advisors
Tennessee
$118K +$13.1K +55 +12%
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