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LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.19%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$283M
2
First Trust Advisors
First Trust Advisors
Illinois
+$210M
3
Marshall Wace
Marshall Wace
United Kingdom
+$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
5
LPC
Lone Pine Capital
Connecticut
+$115M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$440M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$345M
3
Morgan Stanley
Morgan Stanley
New York
-$139M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
5
BlackRock
BlackRock
New York
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTL
501
Oak Thistle LLC
New York
$209K -$115K -494 -36%
HKIMG
502
Hutchens & Kramer Investment Management Group
Indiana
$208K +$6.21K +27 +3%
FAIM
503
Financial Advocates Investment Management
Washington
$205K +$205K +882 New
MG
504
Mather Group
Illinois
$205K -$2.79K -12 -1%
BFG
505
Berger Financial Group
Minnesota
$203K +$11.9K +51 +6%
VSQM
506
V-Square Quantitative Management
Illinois
$202K +$698 +3 +0.3%
TFGT
507
TS Financial Group (TSFG)
Illinois
$201K – – –
QC
508
Quent Capital
New York
$201K -$2.55K -11 -1%
AC
509
ASB Consultores
Florida
$200K +$28.8K +124 +17%
Nisa Investment Advisors
510
Nisa Investment Advisors
Missouri
$188K -$1.28M -5,490 -87%
WSFS
511
Wilmington Savings Fund Society
Delaware
$182K +$182K +783 New
EBA
512
Eagle Bay Advisors
New York
$159K -$16.3K -70 -9%
LC
513
Lindbrook Capital
California
$157K -$46.3K -199 -23%
AssetMark Inc
514
AssetMark Inc
California
$156K +$7.21K +31 +5%
CI Investments Inc
515
CI Investments Inc
Ontario, Canada
$145K -$4.43K -19 -3%
PMAM
516
Picton Mahoney Asset Management
Ontario, Canada
$140K +$140K +600 New
LS
517
Livforsakringsbolaget Skandia
Sweden
$140K +$116K +500 +500%
UCB
518
United Community Bank
South Carolina
$135K -$8.14K -35 -6%
MAM
519
Meeder Asset Management
Ohio
$132K +$126K +540 +2,077%
AF
520
Allworth Financial
California
$130K -$12.8K -55 -9%
ECM
521
Elgethun Capital Management
South Dakota
$115K -$108K -465 -49%
CT
522
Colonial Trust
South Carolina
$111K +$4.88K +21 +5%
ADL
523
Asset Dedication LLC
California
$105K – – –
QCG
524
Quadrant Capital Group
Ohio
$103K -$14.9K -64 -13%
SOW
525
State of Wyoming
Wyoming
$99.3K -$5.35K -23 -5%
19 20
21
22 23