LPLA icon

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 %
Fifth Third Bancorp
526
Fifth Third Bancorp
Ohio
$21.3K +$1.52K +7 +8%
IWP
527
IAG Wealth Partners
Wisconsin
$18.1K – – –
SWM
528
Spire Wealth Management
Virginia
$17.8K – – –
PFBT
529
Parkside Financial Bank & Trust
Missouri
$17.4K +$217 +1 +1%
TWC
530
TD Waterhouse Canada
Ontario, Canada
$16.7K +$14.1K +49 +544%
WOC
531
West Oak Capital
California
$16.3K – – –
Group One Trading
532
Group One Trading
Illinois
$15.2K -$703K -3,231 -98%
HNB
533
Huntington National Bank
Ohio
$14.6K -$17.8K -82 -55%
JWA
534
JFS Wealth Advisors
Pennsylvania
$14.1K -$1.52K -7 -10%
CYG
535
Clean Yield Group
Vermont
$13.7K – – –
RFG
536
RFP Financial Group
Georgia
$13.5K – – –
BIA
537
Bell Investment Advisors
California
$13.3K +$1.09K +5 +9%
CFO
538
CVA Family Office
Colorado
$12K +$6.52K +30 +120%
GA
539
GoalVest Advisory
New York
$12K +$12K +55 New
FCA
540
FinTrust Capital Advisors
South Carolina
$11K – – –
PA
541
PSI Advisors
Florida
$10.9K – – –
AF
542
Advisornet Financial
Minnesota
$10.4K -$2.83K -13 -21%
PPC
543
Park Place Capital
Alabama
$10.4K – – –
PMFA
544
Plante Moran Financial Advisors
Michigan
$10.4K – – –
First Manhattan
545
First Manhattan
New York
$10.4K – – –
ST
546
Smithfield Trust
Pennsylvania
$10K -$15.1K -68 -60%
GWS
547
Glassman Wealth Services
Virginia
$8.7K -$435 -2 -5%
FGAM
548
Financial Gravity Asset Management
Texas
$7.5K +$7.5K +217 New
HFM
549
Harvest Fund Management
China
$7K – – –
FFA
550
Farther Finance Advisors
California
$6.96K +$5.87K +27 +540%
20 21
22
23 24