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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
501
CI Investments Inc
Ontario, Canada
$114K 499 -12 -2%
SWS
502
SYSTM Wealth Solutions
Illinois
$114K 500 +500 New
AssetMark Inc
503
AssetMark Inc
California
$112K 492 +139 +39%
PTC
504
Private Trust Company
Ohio
$108K 476 – –
PWMG
505
Provence Wealth Management Group
California
$107K 472 – –
T
506
Tidemark
California
$107K 471 +471 New
FDCDDQ
507
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K 460 -45 -9%
CT
508
Colonial Trust
South Carolina
$104K 455 +398 +698%
ADL
509
Asset Dedication LLC
California
$103K 451 – –
DGAM
510
Desjardins Global Asset Management
Quebec, Canada
$102K 446 +6 +1%
AF
511
Allworth Financial
California
$101K 442 -28 -6%
FHA
512
First Horizon Advisors
Tennessee
$93.6K 411 -85 -17%
GCM
513
Gables Capital Management
Florida
$91K 400 – –
AT
514
Arlington Trust
Alabama
$88.8K 390 +390 New
IGWM
515
ICA Group Wealth Management
Colorado
$88.5K 389 +389 New
CA
516
Clearstead Advisors
Ohio
$88.1K 387 -227 -37%
C
517
Covestor
United Kingdom
$88K 385 -32 -8%
CTC
518
Central Trust Company
Missouri
$83.5K 367 -21 -5%
BFEC
519
Benjamin F. Edwards & Company
Missouri
$80K 352 +352 New
PCM
520
Penserra Capital Management
California
$77K 340 -3,900 -92%
GRP
521
Global Retirement Partners
California
$74.6K 320 -142 -31%
TVAMP
522
Tennessee Valley Asset Management Partners
Tennessee
$73.4K 322 +322 New
IA
523
IFP Advisors
Florida
$73.2K 322 -473 -59%
TWC
524
TD Waterhouse Canada
Ontario, Canada
$69.5K 275 +151 +122%
AA
525
Alta Advisers
United Kingdom
$68.3K 300 – –
19 20
21
22 23