LPLA icon

LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
526
Kolinsky Wealth Management
New Jersey
$221K 791 +791 New
CI
527
Cigna Investments
Connecticut
$219K 782 -17 -2%
WS
528
Wedbush Securities
California
$216K 773 +773 New
SAI
529
Systematic Alpha Investments
New Jersey
$212K 760 – –
EBA
530
Eagle Bay Advisors
New York
$211K 754 -36 -5%
DBG
531
De Burlo Group
Massachusetts
$209K 750 +750 New
WA
532
Waddell & Associates
Tennessee
$208K 746 +746 New
HIGP
533
Hill Investment Group Partners
Missouri
$207K 940 +14 +2%
AC
534
ASB Consultores
Florida
$206K 736 -642 -47%
CC
535
Corton Capital
Ontario, Canada
$205K 735 +735 New
IA
536
IFG Advisory
Georgia
$205K 733 +733 New
Koshinski Asset Management
537
Koshinski Asset Management
Illinois
$204K 747 -234 -24%
GWMR
538
GC Wealth Management RIA
Massachusetts
$203K 728 +728 New
CFG
539
Carr Financial Group
Massachusetts
$202K 725 +725 New
TRCT
540
Tower Research Capital (TRC)
New York
$187K 669 -704 -51%
AssetMark Inc
541
AssetMark Inc
California
$179K 641 +69 +12%
CI Investments Inc
542
CI Investments Inc
Ontario, Canada
$179K 641 +59 +10%
TWC
543
TD Waterhouse Canada
Ontario, Canada
$175K 622 +86 +16%
UCB
544
United Community Bank
South Carolina
$172K 615 -15 -2%
Fifth Third Bancorp
545
Fifth Third Bancorp
Ohio
$160K 573 +567 +9,450%
TFA
546
Transamerica Financial Advisors
Florida
$155K 555 – –
TSWM
547
Tyler-Stone Wealth Management
Ohio
$145K 518 – –
QCG
548
Quadrant Capital Group
Ohio
$141K 506 +1 +0.2%
PTC
549
Private Trust Company
Ohio
$133K 475 – –
AF
550
Allworth Financial
California
$130K 614 +78 +15%
20 21
22
23 24