LPLA icon

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 %
CI Investments Inc
526
CI Investments Inc
Ontario, Canada
$154K +$22K +83 +17%
AssetMark Inc
527
AssetMark Inc
California
$151K +$21.1K +80 +16%
TFA
528
Transamerica Financial Advisors
Florida
$147K -$584K -2,205 -80%
AF
529
Allworth Financial
California
$142K +$24.8K +94 +21%
TSWM
530
Tyler-Stone Wealth Management
Ohio
$137K – – –
QCG
531
Quadrant Capital Group
Ohio
$133K -$2.11K -8 -2%
HFM
532
Harvest Fund Management
China
$132K +$132K +499 New
PTC
533
Private Trust Company
Ohio
$126K -$264 -1 -0.2%
T
534
Tidemark
California
$124K – – –
CT
535
Colonial Trust
South Carolina
$120K – – –
ADL
536
Asset Dedication LLC
California
$119K +$263 +1 +0.2%
CA
537
Clearstead Advisors
Ohio
$109K +$5.35K +20 +5%
GCM
538
Gables Capital Management
Florida
$106K – – –
AT
539
Arlington Trust
Alabama
$102K -$1.06K -4 -1%
FHA
540
First Horizon Advisors
Tennessee
$97.2K -$11.4K -43 -10%
CTC
541
Central Trust Company
Missouri
$97K – – –
IGWM
542
ICA Group Wealth Management
Colorado
$94.8K -$7.93K -30 -8%
PCM
543
Penserra Capital Management
California
$92K +$3.14K +12 +4%
BFEC
544
Benjamin F. Edwards & Company
Missouri
$88K -$4.74K -18 -5%
IA
545
IFP Advisors
Florida
$87.4K +$2.38K +9 +3%
AA
546
Alta Advisers
United Kingdom
$79.3K – – –
GRP
547
Global Retirement Partners
California
$73K -$11.6K -44 -14%
CPBTD
548
Central Pacific Bank - Trust Division
Hawaii
$72.5K +$72.5K +272 New
BEI
549
Benjamin Edwards Inc
Missouri
$72K +$1.31K +5 +2%
C
550
Covestor
United Kingdom
$61K -$41.1K -155 -40%
20 21
22
23 24