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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$528M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$0
3
Millennium Management
3
Millennium Management
New York
$121M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$139M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
501
Central Trust Company
Missouri
$80.5K – – –
C
502
Covestor
United Kingdom
$80K -$1.31K -6 -2%
AA
503
Alta Advisers
United Kingdom
$65.2K – – –
Jones Financial Companies
504
Jones Financial Companies
Missouri
$63.5K +$63.5K +292 New
CAL
505
Capital Analysts LLC
Pennsylvania
$54K – – –
WTC
506
WhitTier Trust Company
Nevada
$52.4K +$6.09K +28 +13%
BEI
507
Benjamin Edwards Inc
Missouri
$51K -$31.3K -143 -38%
Acadian Asset Management
508
Acadian Asset Management
Massachusetts
$50K -$7.97K -37 -14%
FCAG
509
First Capital Advisors Group
New Jersey
$49.1K +$49.1K +226 New
QPBE
510
Quintet Private Bank (Europe)
Luxembourg
$46.6K -$495K -2,271 -91%
BF
511
BOK Financial
Oklahoma
$45K -$593K -2,729 -93%
SSB
512
Sandy Spring Bank
Maryland
$44.6K – – –
TRCT
513
Tower Research Capital (TRC)
New York
$41.7K -$1.08M -4,950 -96%
UB
514
UMB Bank
Missouri
$40.9K – – –
HCA
515
Harbor Capital Advisors
Illinois
$39.8K +$39.8K +183 New
JGIA
516
Jackson Grant Investment Advisers
Connecticut
$39.4K – – –
CVA
517
Ceredex Value Advisors
Florida
$38.1K +$38.1K +175 New
QL
518
Quarry LP
New York
$37.6K +$25.9K +119 +220%
SFG
519
Steward Financial Group
Texas
$35K -$8.32K -39 -19%
JWM
520
Janiczek Wealth Management
Colorado
$29.6K +$21.5K +99 +268%
MA
521
MCF Advisors
Kentucky
$27.4K – – –
BTI
522
Blue Trust Inc
Georgia
$26K -$6.6K -33 -20%
RTC
523
Riverview Trust Company
Washington
$24.6K – – –
TLA
524
Tanglewood Legacy Advisors
Texas
$21.7K – – –
LS
525
Livforsakringsbolaget Skandia
Sweden
$21.7K – – –
19 20
21
22 23