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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
PIM
551
Plato Investment Management
Australia
$18.4K 81 +81 New
GXJ
552
Global X Japan
Japan
$17.3K 76 +76 New
HNB
553
Huntington National Bank
Ohio
$17.1K 75 +6 +9%
WOC
554
West Oak Capital
California
$17K 75 – –
JWA
555
JFS Wealth Advisors
Pennsylvania
$14.8K 65 – –
CYG
556
Clean Yield Group
Vermont
$14.3K 63 – –
BIA
557
Bell Investment Advisors
California
$12.5K 55 -2 -4%
RIM
558
Rakuten Investment Management
Japan
$12.3K 54 +54 New
WTG
559
West Tower Group
Virginia
$12.1K 53 -2,399 -98%
Lazard Asset Management
560
Lazard Asset Management
New York
$12K 54 -230 -81%
TCWA
561
Turtle Creek Wealth Advisors
Texas
$11.8K 52 +52 New
BGAI
562
Bruce G. Allen Investments
Colorado
$11.6K 51 +51 New
PA
563
PSI Advisors
Florida
$11.4K 50 – –
PMFA
564
Plante Moran Financial Advisors
Michigan
$10.9K 48 – –
PPC
565
Park Place Capital
Alabama
$10.9K 48 – –
GWSA
566
Global Wealth Strategies & Associates
Colorado
$10K 44 – –
WIA
567
Wetzel Investment Advisors
Indiana
$10K 45 +45 New
GWS
568
Glassman Wealth Services
Virginia
$9.56K 42 +2 +5%
BWM
569
BKM Wealth Management
Wisconsin
$8.19K 36 +36 New
VNA
570
Valley National Advisers
Pennsylvania
$7K 35 +35 New
Fifth Third Bancorp
571
Fifth Third Bancorp
Ohio
$5.92K 26 -94 -78%
CFO
572
CVA Family Office
Colorado
$5.69K 25 +25 New
CWP
573
Concord Wealth Partners
Virginia
$5.46K 24 – –
W
574
WealthCollab
Washington
$5.46K 24 +24 New
PWMG
575
Private Wealth Management Group
New Jersey
$5.24K 23 +23 New
21 22
23
24 25