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LPL Financial
LPLA

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
2
Millennium Management
Millennium Management
New York
+$153M
3
SC
Samlyn Capital
New York
+$77M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$74.8M
5
EC
Eminence Capital
New York
+$56.8M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$172M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
3
Goldman Sachs
Goldman Sachs
New York
-$130M
4
Artisan Partners
Artisan Partners
Wisconsin
-$115M
5
Capital World Investors
Capital World Investors
California
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
501
Quent Capital
New York
$156K +$1.41K +7 +0.9%
O
502
Ossiam
France
$154K -$405 -2 -0.3%
SAI
503
Systematic Alpha Investments
New Jersey
$154K +$154K +760 New
SPIA
504
Steward Partners Investment Advisory
New York
$151K +$21.5K +106 +17%
KI
505
Kapitalo Investimentos
Brazil
$136K +$136K +671 New
UCB
506
United Community Bank
South Carolina
$131K – – –
EBA
507
Eagle Bay Advisors
New York
$125K +$14.4K +71 +13%
GRP
508
Global Retirement Partners
California
$124K +$20.5K +109 +20%
WP
509
WealthPLAN Partners
Nebraska
$116K +$116K +572 New
FHA
510
First Horizon Advisors
Tennessee
$111K -$67.8K -335 -38%
NC
511
NewSquare Capital
Pennsylvania
$110K +$110K +545 New
QCG
512
Quadrant Capital Group
Ohio
$110K +$6.48K +32 +6%
CMBA
513
C.M. Bidwell & Associates
Hawaii
$104K -$101K -500 -49%
IA
514
IFP Advisors
Florida
$103K +$4.54K +65 +5%
CMF
515
Counterpoint Mutual Funds
California
$103K +$103K +507 New
MC
516
Machina Capital
France
$101K +$101K +500 New
PTC
517
Private Trust Company
Ohio
$96.3K +$69.2K +342 +255%
AF
518
Allworth Financial
California
$91.8K +$9.32K +46 +11%
ADL
519
Asset Dedication LLC
California
$91K +$202 +1 +0.2%
AP
520
Arlington Partners
Alabama
$85.2K +$70.8K +350 +493%
GCM
521
Gables Capital Management
Florida
$81K – – –
PCM
522
Penserra Capital Management
California
$80K – – –
C
523
Covestor
United Kingdom
$76K +$17.3K +85 +30%
BEI
524
Benjamin Edwards Inc
Missouri
$76K +$36.8K +182 +94%
CTC
525
Central Trust Company
Missouri
$74.9K – – –
19 20
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