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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 %
MME
601
Meag Munich Ergo
Germany
– -$4.05M -20,028 Closed
IECM
602
Intrinsic Edge Capital Management
Illinois
– -$4.05M -20,000 Closed
WAM
603
Weiss Asset Management
Massachusetts
– -$3.99M -19,700 Closed
WBC
604
Westpac Banking Corp
Australia
– -$3.7M -18,257 Closed
SCM
605
Segantii Capital Management
Hong Kong
– -$3.34M -16,500 Closed
AHB
606
Abner Herrman & Brock
New Jersey
– -$3.28M -16,225 Closed
CCA
607
Catalyst Capital Advisors
New York
– -$2.42M -11,950 Closed
TPM
608
Triasima Portfolio Management
Quebec, Canada
– -$2.35M -11,605 Closed
CIC
609
Chase Investment Counsel
Virginia
– -$1.92M -9,475 Closed
CSS
610
Cubist Systematic Strategies
Connecticut
– -$1.84M -9,087 Closed
SFI
611
Susquehanna Fundamental Investments
Pennsylvania
– -$1.45M -7,170 Closed
DBG
612
De Burlo Group
Massachusetts
– -$1.34M -6,600 Closed
VF
613
Virtu Financial
New York
– -$1.24M -6,126 Closed
DA
614
Duality Advisers
Florida
– -$1.21M -5,989 Closed
CWA
615
CM Wealth Advisors
Ohio
– -$1.19M -5,967 Closed
SO
616
STRS Ohio
Ohio
– -$1.13M -5,607 Closed
TSS
617
Two Sigma Securities
New York
– -$1.11M -5,483 Closed
HI
618
HBK Investments
Texas
– -$1.09M -5,380 Closed
DTL
619
Dynamic Technology Lab
Singapore
– -$1.04M -5,141 Closed
DF
620
Donoghue Forlines
Massachusetts
– -$1.03M -5,071 Closed
VIM
621
Vinva Investment Management
Australia
– -$998K -5,019 Closed
HIS
622
Harvest Investment Services
Illinois
– -$1M -4,961 Closed
JAM
623
Jupiter Asset Management
United Kingdom
– -$918K -4,535 Closed
CP
624
Cumberland Partners
Ontario, Canada
– -$911K -4,500 Closed
PRC
625
Pearl River Capital
Michigan
– -$856K -4,230 Closed
23 24
25
26 27