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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
601
MV Capital Management
Maryland
$1.59K 7 +7 New
SIS
602
Sound Income Strategies
Florida
$1.59K 7 -10 -59%
IFAM
603
Institutional & Family Asset Management
Colorado
$1.37K 6 – –
CTWM
604
Cherry Tree Wealth Management
Minnesota
$1.14K 5 – –
RCM
605
Raleigh Capital Management
North Carolina
$1.14K 5 -43 -90%
TWP
606
TFO Wealth Partners
Ohio
$1.14K 5 – –
AWM
607
Abound Wealth Management
Tennessee
$915 4 – –
First Manhattan
608
First Manhattan
New York
$910 3 +3 New
CPG
609
Cornerstone Planning Group
New Jersey
$910 4 +4 New
S
610
Sachetta
Massachusetts
$683 3 +3 New
LFG
611
Larson Financial Group
Missouri
$230 1 – –
MCM
612
Manchester Capital Management
Vermont
$228 1 – –
M
613
MOTCO
Texas
$228 1 – –
DWM
614
Dogwood Wealth Management
Kansas
– – – –
Holocene Advisors
615
Holocene Advisors
New York
– – -436,086 Closed
Marshall Wace
616
Marshall Wace
United Kingdom
– – -156,127 Closed
SFM
617
Soros Fund Management
New York
– – -134,495 Closed
Alyeska Investment Group
618
Alyeska Investment Group
Illinois
– – -112,055 Closed
Hudson Bay Capital Management
619
Hudson Bay Capital Management
Connecticut
– – -50,000 Closed
DCM
620
Driehaus Capital Management
Illinois
– – -43,435 Closed
P2P
621
Phase 2 Partners
California
– – -37,142 Closed
RCM
622
Rivermont Capital Management
New York
– – -36,661 Closed
AACP
623
Advantage Alpha Capital Partners
California
– – -35,553 Closed
CCM
624
Cinctive Capital Management
New York
– – -22,589 Closed
HF
625
HRT Financial
New York
– – -18,435 Closed
23 24
25
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