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LPL Financial
LPLA

Overview Fund Activity

644 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
100
Increased
238
Reduced
206
Closed
66
Calls
$106M
Puts
$24.1M
Net Calls
+$81.5M
Net Calls Change
+$51.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$466M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
3
HCM
HMI Capital Management
California
$98.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$836M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$292M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$422M
2
Millennium Management
Millennium Management
New York
$169M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$75M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$681M
5
LPC
Lone Pine Capital
Connecticut
$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
601
Concord Wealth Partners
Virginia
$6.34K – – –
PWMG
602
Private Wealth Management Group
New Jersey
$6.08K – – –
IRAG
603
Investment Research & Advisory Group
Georgia
$6.08K – – –
GA
604
GoalVest Advisory
New York
$6.08K – – –
HI
605
Harbour Investments
Wisconsin
$6.08K +$2.91K +11 +92%
AWM
606
Activest Wealth Management
Florida
$6.08K +$6.08K +23 New
PB
607
Pinnacle Bancorp
Nebraska
$6.08K +$6.08K +23 New
SIC
608
SJS Investment Consulting
Ohio
$5.81K – – –
RFG
609
RFP Financial Group
Georgia
$5.55K – – –
MPWT
610
MassMutual Private Wealth & Trust
Connecticut
$5.02K -$1.06K -4 -17%
CB
611
CNB Bank
Pennsylvania
$5.02K – – –
VAG
612
VisionPoint Advisory Group
Texas
$4.76K – – –
RCM
613
Raleigh Capital Management
North Carolina
$4.76K +$3.44K +13 +260%
CCM
614
Chilton Capital Management
Texas
$4.49K – – –
DPW
615
DiNuzzo Private Wealth
Pennsylvania
$4.23K – – –
GWSG
616
GPS Wealth Strategies Group
Colorado
$3.96K – – –
WWM
617
Wolff Wiese Magana
California
$3.96K – – –
WT
618
Washington Trust
Rhode Island
$3.44K – – –
CIA
619
Cape Investment Advisory
Georgia
$3.44K – – –
MHR
620
Matthew Hamilton Rosenberg
$3.2K – – –
HGERS
621
Householder Group Estate & Retirement Specialist
Arizona
$2.41K – – –
HCP
622
Hexagon Capital Partners
Arkansas
$2.38K – – –
MIM
623
Macroview Investment Management
Maryland
$2.14K – – –
SS
624
Sunbelt Securities
Texas
$2.11K – – –
VCM
625
Versant Capital Management
Arizona
$2.11K – – –
23 24
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