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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 %
BTI
551
Blue Trust Inc
Georgia
$128K 485 +358 +282%
CT
552
Colonial Trust
South Carolina
$127K 455 – –
ADL
553
Asset Dedication LLC
California
$126K 452 – –
SOW
554
State of Wyoming
Wyoming
$126K 450 +450 New
FFA
555
Farther Finance Advisors
California
$117K 416 +262 +170%
GCM
556
Gables Capital Management
Florida
$112K 400 – –
CTC
557
Central Trust Company
Missouri
$103K 367 – –
IA
558
IFP Advisors
Florida
$98.6K 353 +22 +7%
PCM
559
Penserra Capital Management
California
$98K 350 -2 -0.6%
BFEC
560
Benjamin F. Edwards & Company
Missouri
$97K 349 +15 +4%
PI
561
PEAK6 Investments
Illinois
$93K 333 -751 -69%
QL
562
Quarry LP
New York
$91.3K 327 +102 +45%
AT
563
Arlington Trust
Alabama
$88K 315 -71 -18%
AA
564
Alta Advisers
United Kingdom
$83.8K 300 – –
BEI
565
Benjamin Edwards Inc
Missouri
$83K 298 +24 +9%
FHA
566
First Horizon Advisors
Tennessee
$81.3K 291 -77 -21%
CPBTD
567
Central Pacific Bank - Trust Division
Hawaii
$76K 272 – –
GRP
568
Global Retirement Partners
California
$67.1K 240 -36 -13%
SAM
569
Smartleaf Asset Management
Massachusetts
$62.2K 225 +144 +178%
JSAM
570
J. Safra Asset Management
New York
$62K 222 +191 +616%
GI
571
GAMMA Investing
California
$60.3K 216 +78 +57%
SSB
572
Sandy Spring Bank
Maryland
$57.3K 205 – –
C
573
Covestor
United Kingdom
$51K 181 -49 -21%
AAP
574
Arax Advisory Partners
Colorado
$50.7K 182 +46 +34%
JGIA
575
Jackson Grant Investment Advisers
Connecticut
$50.6K 181 – –
21 22
23
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