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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 %
CSPIA
551
Cary Street Partners Investment Advisory
Virginia
$6.55K – – –
EARNEST Partners
552
EARNEST Partners
Georgia
$6.31K – – –
BAAM
553
Baker Avenue Asset Management
California
$6.12K -$13.1K -60 -68%
VCM
554
Versant Capital Management
Arizona
$5.44K +$870 +4 +19%
TJHA
555
Thomas J. Herzfeld Advisors
Florida
$5.22K – – –
CWP
556
Concord Wealth Partners
Virginia
$5.22K – – –
CT
557
Colonial Trust
South Carolina
$5.22K +$5.22K +24 New
IRAG
558
Investment Research & Advisory Group
Georgia
$5K – – –
Loomis, Sayles & Company
559
Loomis, Sayles & Company
Massachusetts
$5K -$4.8K -24 -49%
SIC
560
SJS Investment Consulting
Ohio
$4.57K +$1.74K +8 +62%
CCM
561
Copeland Capital Management
Pennsylvania
$4.57K +$4.57K +21 New
CB
562
CNB Bank
Pennsylvania
$4.13K – – –
SIS
563
Sound Income Strategies
Florida
$3.7K – – –
DI
564
Disciplined Investments
Oklahoma
$3.48K -$217 -1 -6%
WWM
565
Wolff Wiese Magana
California
$3.26K – – –
GWSG
566
GPS Wealth Strategies Group
Colorado
$3.26K – – –
WT
567
Washington Trust
Rhode Island
$2.83K -$435 -2 -13%
CIA
568
Cape Investment Advisory
Georgia
$2.83K – – –
LF
569
Lee Financial
Texas
$2.83K – – –
MHR
570
Matthew Hamilton Rosenberg
$2.61K – – –
HCP
571
Hexagon Capital Partners
Arkansas
$1.96K +$1.74K +8 +800%
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$1.96K +$1.96K +9 New
IFAM
573
Institutional & Family Asset Management
Colorado
$1.31K – – –
CTWM
574
Cherry Tree Wealth Management
Minnesota
$1.09K +$1.09K +5 New
CAM
575
ClariVest Asset Management
California
$1K -$2.07M -8,292 -100%
21 22
23
24 25