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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 %
BG
576
Bollard Group
Massachusetts
$1K +$1K +5 New
AWM
577
Abound Wealth Management
Tennessee
$872 +$872 +4 New
TWP
578
TFO Wealth Partners
Ohio
$652 – – –
LFG
579
Larson Financial Group
Missouri
$219 – – –
MCM
580
Manchester Capital Management
Vermont
$218 +$218 +1 New
CA
581
Crewe Advisors
Utah
$218 +$218 +1 New
M
582
MOTCO
Texas
$217 +$217 +1 New
HI
583
Harbour Investments
Wisconsin
$217 +$217 +1 New
Comerica Bank
584
Comerica Bank
Texas
$24 +$24 +331,475 New
ECU
585
Egerton Capital (UK)
United Kingdom
– -$206M -1,019,727 Closed
TC
586
TwinBeech Capital
New York
– -$36M -177,972 Closed
FAM
587
Fred Alger Management
New York
– -$27.8M -137,461 Closed
CPC
588
Cookson Peirce & Co
Pennsylvania
– -$17.9M -88,370 Closed
QC
589
Quadrature Capital
United Kingdom
– -$16.8M -83,025 Closed
VRS
590
Virginia Retirement Systems
Virginia
– -$12.9M -63,612 Closed
GC
591
Gillson Capital
Illinois
– -$12.1M -59,670 Closed
ECM
592
Engle Capital Management
Connecticut
– -$11.1M -55,000 Closed
KCM
593
Kingdon Capital Management
New York
– -$11.1M -55,000 Closed
Axa
594
Axa
France
– -$10.6M -52,455 Closed
A
595
AustralianSuper
Australia
– -$10.5M -52,118 Closed
GLA
596
Great Lakes Advisors
Illinois
– -$8.73M -43,123 Closed
JPMPWA
597
J.P. Morgan Private Wealth Advisors
California
– -$8.32M -41,106 Closed
TI
598
Trexquant Investment
Connecticut
– -$6.7M -33,107 Closed
FPAS
599
Focus Partners Advisor Solutions
Missouri
– -$6.65M -32,852 Closed
ACM
600
Aquatic Capital Management
Illinois
– -$4.96M -24,500 Closed
22 23
24
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