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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.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.33%
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
Boston Partners
Massachusetts
+$195M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$130M
3
HCM
HMI Capital Management
California
+$98.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.7M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$72.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$161M
2
Millennium Management
Millennium Management
New York
-$148M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$110M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$70.8M
5
LPC
Lone Pine Capital
Connecticut
-$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
476
Federation des caisses Desjardins du Quebec
Quebec, Canada
$285K +$170K +678 +147%
QIM
477
Quantitative Investment Management
Virginia
$279K -$2.64M -10,012 -90%
SIA
478
Schechter Investment Advisors
Michigan
$274K +$274K +1,038 New
HCA
479
Harbor Capital Advisors
Illinois
$273K +$273K +1,034 New
Pzena Investment Management
480
Pzena Investment Management
New York
$269K -$44.4K -168 -14%
AWM
481
Apollon Wealth Management
South Carolina
$269K +$15.1K +57 +6%
OAM
482
Oxford Asset Management
United Kingdom
$267K +$267K +1,012 New
FFM
483
Forum Financial Management
Illinois
$267K +$1.32K +5 +0.5%
DACG
484
Donor Advised Charitable Giving
California
$264K +$264K +1,000 New
DC
485
Diametric Capital
Massachusetts
$261K +$261K +989 New
PAS
486
Point72 Asia (Singapore)
Singapore
$260K +$260K +985 New
Koshinski Asset Management
487
Koshinski Asset Management
Illinois
$259K +$259K +981 New
PIM
488
Plato Investment Management
Australia
$259K +$238K +899 +1,110%
ECM
489
Elgethun Capital Management
South Dakota
$255K – – –
CIP
490
Cornerstone Investment Partners
Georgia
$254K -$12.9K -49 -5%
MGP
491
Metis Global Partners
California
$254K -$291K -1,100 -53%
KPWS
492
Kestra Private Wealth Services
Texas
$252K -$24.6K -93 -9%
IB
493
Intrust Bank
Kansas
$251K -$6.61K -25 -3%
Lazard Asset Management
494
Lazard Asset Management
New York
$247K +$233K +886 +1,641%
DWM
495
Drive Wealth Management
Utah
$245K +$245K +929 New
HIGP
496
Hill Investment Group Partners
Missouri
$245K +$264 +1 +0.1%
QC
497
Quent Capital
New York
$231K +$793 +3 +0.3%
GC
498
Guggenheim Capital
Illinois
$231K +$231K +875 New
PWM
499
Perigon Wealth Management
California
$230K +$230K +870 New
LC
500
Lindbrook Capital
California
$230K -$3.7K -14 -2%
18 19
20
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