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LPL Financial
LPLA

Overview Fund Activity

594 hedge funds and large institutions have $17.1B invested in LPL Financial in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 247 increasing their positions, 191 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+10
Holders Change %
+1.71%
% of All Funds
9.47%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
70
Increased
247
Reduced
191
Closed
53
Calls
$165M
Puts
$39.8M
Net Calls
+$126M
Net Calls Change
+$98.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$624M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$135M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$109M
4
WCA
Waratah Capital Advisors
Ontario, Canada
$56.6M
5
Ameriprise
Ameriprise
Minnesota
$64.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$9.96M
2
SC
Samlyn Capital
New York
$328M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$66.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.69B
5
Marshall Wace
Marshall Wace
United Kingdom
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
601
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$3.59M -16,500 Closed
VCA
602
Verdence Capital Advisors
Maryland
– -$3.19M -14,682 Closed
WG
603
Winton Group
United Kingdom
– -$2.98M -13,684 Closed
Voloridge Investment Management
604
Voloridge Investment Management
Florida
– -$2.86M -13,135 Closed
MWM
605
Moran Wealth Management
Florida
– -$1.95M -8,987 Closed
SCM
606
Sirios Capital Management
Massachusetts
– -$1.89M -8,701 Closed
KWILP
607
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$1.57M -7,225 Closed
DS
608
DRW Securities
Illinois
– -$1.41M -6,500 Closed
Squarepoint
609
Squarepoint
New York
– -$1.28M -5,894 Closed
HCMT
610
Highland Capital Management (Tennessee)
Tennessee
– -$1.26M -5,797 Closed
Cerity Partners
611
Cerity Partners
New York
– -$1.12M -5,156 Closed
GCP
612
GSA Capital Partners
United Kingdom
– -$1.03M -4,744 Closed
MAM
613
Meeder Asset Management
Ohio
– -$931K -4,281 Closed
SAS
614
Stelac Advisory Services
New York
– -$747K -3,437 Closed
ATC
615
Argent Trust Co
Tennessee
– -$694K -3,190 Closed
CW
616
CreativeOne Wealth
Kansas
– -$606K -2,788 Closed
BFM
617
Boothbay Fund Management
New York
– -$602K -2,769 Closed
FRM
618
Fox Run Management
Connecticut
– -$587K -2,700 Closed
CGIM
619
Cannon Global Investment Management
Florida
– -$500K -2,300 Closed
HIM
620
Hillsdale Investment Management
Ontario, Canada
– -$479K -2,205 Closed
AI
621
AdvisorShares Investments
Maryland
– -$430K -1,978 Closed
MFG
622
Merit Financial Group
Georgia
– -$413K -1,900 Closed
AIM
623
Achmea Investment Management
Netherlands
– -$383K -1,761 Closed
SEC
624
Seven Eight Capital
New York
– -$331K -1,523 Closed
SPA
625
Sherbrooke Park Advisers
New York
– -$261K -1,200 Closed
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