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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 %
QL
551
Quarry LP
New York
$59.4K +$59.4K +225 New
JWM
552
Janiczek Wealth Management
Colorado
$58.9K +$3.17K +12 +6%
SSB
553
Sandy Spring Bank
Maryland
$54.2K – – –
CVA
554
Ceredex Value Advisors
Florida
$52.8K – – –
UB
555
UMB Bank
Missouri
$51.5K – – –
JGIA
556
Jackson Grant Investment Advisers
Connecticut
$47.8K – – –
CA
557
CoreCap Advisors
Michigan
$41.7K +$41.7K +158 New
FFA
558
Farther Finance Advisors
California
$41K +$10.1K +38 +33%
GCM
559
Gladius Capital Management
Illinois
$38.3K +$3.7K +14 +11%
SWM
560
Spire Wealth Management
Virginia
$37.7K +$5.53K +21 +17%
ANBT
561
American National Bank & Trust
Texas
$37K – – –
GI
562
GAMMA Investing
California
$36.5K +$3.44K +13 +10%
AGWCA
563
Annis Gardner Whiting Capital Advisors
Florida
$36.5K +$36.5K +138 New
AAP
564
Arax Advisory Partners
Colorado
$35.8K -$1.58K -6 -4%
CAL
565
Capital Analysts LLC
Pennsylvania
$34K -$31.6K -119 -48%
BTI
566
Blue Trust Inc
Georgia
$33.6K -$4.49K -17 -12%
MA
567
MCF Advisors
Kentucky
$33.3K – – –
ST
568
Smithfield Trust
Pennsylvania
$31K – – –
RTC
569
Riverview Trust Company
Washington
$29.9K +$29.9K +113 New
PFBT
570
Parkside Financial Bank & Trust
Missouri
$28K +$6.08K +23 +28%
TLA
571
Tanglewood Legacy Advisors
Texas
$26.4K – – –
LS
572
Livforsakringsbolaget Skandia
Sweden
$26.4K – – –
Fidelity International
573
Fidelity International
Bermuda
$24.6K +$3.17K +12 +15%
CTA
574
Colonial Trust Advisors
South Carolina
$24.3K +$24.3K +92 New
HNB
575
Huntington National Bank
Ohio
$24K +$4.23K +16 +21%
21 22
23
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