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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 %
MGIM
626
M&G Investment Management
United Kingdom
– -$2.73M -12,648 Closed
N
627
Natixis
France
– -$2.46M -11,363 Closed
WAM
628
Wakefield Asset Management
Colorado
– -$2.39M -11,064 Closed
ACM
629
Alcosta Capital Management
California
– -$2.36M -10,896 Closed
GTCM
630
Gyon Technologies Capital Management
New Jersey
– -$2.22M -10,265 Closed
Walleye Trading
631
Walleye Trading
New York
– -$1.99M -9,201 Closed
PP
632
PDT Partners
New York
– -$1.91M -8,848 Closed
PAS
633
Park Avenue Securities
New York
– -$1.68M -7,752 Closed
PGCM
634
Prescott Group Capital Management
Oklahoma
– -$1.51M -7,000 Closed
HCMT
635
Highland Capital Management (Tennessee)
Tennessee
– -$1.38M -6,397 Closed
ProShare Advisors
636
ProShare Advisors
Maryland
– -$1.31M -6,083 Closed
TSW
637
Thompson Siegel & Walmsley
Virginia
– -$1.3M -6,000 Closed
BCI
638
Brinker Capital Investments
Pennsylvania
– -$1.25M -5,778 Closed
MAM
639
Meeder Asset Management
Ohio
– -$1.23M -5,673 Closed
FMI
640
F/M Investments
District of Columbia
– -$1.22M -5,632 Closed
DILIC
641
Dai-ichi Life Insurance Company
Japan
– -$929K -4,297 Closed
VNIM
642
Vaughan Nelson Investment Management
Texas
– -$901K -4,166 Closed
AIM
643
Aigen Investment Management
New York
– -$845K -3,909 Closed
PA
644
Prossimo Advisors
California
– -$778K -3,600 Closed
GT
645
Glenview Trust
Kentucky
– -$768K -3,553 Closed
CM
646
Capula Management
Cayman Islands
– -$728K -3,370 Closed
GT
647
Glenmede Trust
Pennsylvania
– -$702K -3,246 Closed
ESCM
648
Echo Street Capital Management
New York
– -$588K -2,720 Closed
JF
649
Jump Financial
Illinois
– -$503K -2,329 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
650
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$476K -2,200 Closed
24 25
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