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LPL Financial
LPLA

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$867M
2
Millennium Management
Millennium Management
New York
$301M
3
SC
Samlyn Capital
New York
$359M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.61B
5
EC
Eminence Capital
New York
$145M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$204M
3
Goldman Sachs
Goldman Sachs
New York
$68.5M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
601
Farther Finance Advisors
California
$1.01K +$607 +3 +150%
MFT
602
Moisand Fitzgerald Tamayo
Florida
$1.01K +$1.01K +5 New
TAIM
603
TD Ameritrade Investment Management
Nebraska
$1K – – –
CWC
604
Carolinas Wealth Consulting
North Carolina
$810 – – –
TWP
605
TFO Wealth Partners
Ohio
$607 +$405 +2 +200%
Commonwealth Equity Services
606
Commonwealth Equity Services
Massachusetts
$511 -$1.64K -8,130 -76%
LFG
607
Larson Financial Group
Missouri
$203 – – –
HCP
608
Hexagon Capital Partners
Arkansas
$202 -$808 -4 -80%
GQG Partners
609
GQG Partners
Florida
– -$172M -793,926 Closed
Artisan Partners
610
Artisan Partners
Wisconsin
– -$115M -533,453 Closed
Capital World Investors
611
Capital World Investors
California
– -$109M -504,494 Closed
Walleye Capital
612
Walleye Capital
New York
– -$24.2M -112,125 Closed
William Blair Investment Management
613
William Blair Investment Management
Illinois
– -$23.5M -108,703 Closed
AIA
614
Avalon Investment & Advisory
Texas
– -$19.4M -89,954 Closed
CCM
615
Cinctive Capital Management
New York
– -$16.5M -76,111 Closed
HF
616
HRT Financial
New York
– -$14.8M -68,604 Closed
PCH
617
Polar Capital Holdings
United Kingdom
– -$10.5M -48,433 Closed
WMSA
618
Weiss Multi-Strategy Advisers
New York
– -$10.4M -48,126 Closed
MGIA
619
Moneta Group Investment Advisors
Missouri
– -$8.74M -36,847 Closed
RCM
620
Rivermont Capital Management
New York
– -$7.38M -34,131 Closed
BA
621
Bridgewater Associates
Connecticut
– -$4.33M -20,053 Closed
IG
622
ING Group
Netherlands
– -$4.09M -18,900 Closed
OCA
623
Otter Creek Advisors
Florida
– -$4.05M -18,741 Closed
Connor, Clark & Lunn Investment Management (CC&L)
624
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.57M -16,497 Closed
CGIM
625
Cannon Global Investment Management
Florida
– -$2.77M -12,800 Closed
23 24
25
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