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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 %
VSQM
501
V-Square Quantitative Management
Illinois
$228K – – –
TFGT
502
TS Financial Group (TSFG)
Illinois
$228K – – –
SI
503
Stephens Inc
Arkansas
$224K +$224K +846 New
SWS
504
SYSTM Wealth Solutions
Illinois
$218K +$85.6K +324 +65%
TCA
505
Transcend Capital Advisors
New Jersey
$217K +$217K +823 New
DWM
506
Dynasty Wealth Management
Florida
$217K +$217K +822 New
BFG
507
Berger Financial Group
Minnesota
$214K -$23K -87 -10%
CI
508
Cigna Investments
Connecticut
$211K +$211K +799 New
CRC
509
Curi RMB Capital
Illinois
$211K +$211K +798 New
ZIC
510
ZWJ Investment Counsel
Georgia
$210K +$210K +796 New
EBA
511
Eagle Bay Advisors
New York
$209K -$60.2K -228 -22%
SFA
512
Sequoia Financial Advisors
Ohio
$208K +$208K +786 New
GM
513
GeoWealth Management
Illinois
$204K +$204K +774 New
JWCA
514
J.W. Coons Advisors
Ohio
$203K +$203K +770 New
MPM
515
MBB Public Markets
Illinois
$203K +$203K +767 New
Capstone Investment Advisors
516
Capstone Investment Advisors
New York
$202K -$90.6K -343 -31%
Caisse de Depot et Placement du Quebec (CDPQ)
517
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$201K -$6.72M -25,419 -97%
SAI
518
Systematic Alpha Investments
New Jersey
$201K – – –
MG
519
Mather Group
Illinois
$200K – – –
QT
520
Quantbot Technologies
New York
$198K +$198K +751 New
RIM
521
Rakuten Investment Management
Japan
$173K +$159K +600 +1,111%
UCB
522
United Community Bank
South Carolina
$166K -$3.96K -15 -2%
NEI
523
Northwest & Ethical Investments
Ontario, Canada
$159K +$159K +600 New
New York State Teachers Retirement System (NYSTRS)
524
New York State Teachers Retirement System (NYSTRS)
New York
$155K -$1.64M -6,217 -91%
TWC
525
TD Waterhouse Canada
Ontario, Canada
$154K +$75K +261 +95%
19 20
21
22 23