LPL Financial
LPLA
611 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 229 increasing their positions, 231 reducing their positions, and 86 closing their positions.
0.82% less ownership
Funds ownership: 96.11% → 95.29% (-0.82%)
1% less repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 231
9% less first-time investments, than exits
New positions opened: 78 | Existing positions closed: 86
3% less funds holding
Funds holding: 628 → 611 (-17)
7% less capital invested
Capital invested by funds: $16.3B → $15.1B (-$1.21B)
26% less call options, than puts
Call options by funds: $59.1M | Put options by funds: $80.3M
42% less funds holding in top 10
Funds holding in top 10: 19 → 11 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$472M |
| 2 |
Millennium Management
New York
|
+$172M |
| 3 |
SC
Samlyn Capital
New York
|
+$87M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$84.5M |
| 5 |
EC
Eminence Capital
New York
|
+$64.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$173M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$172M |
| 3 |
Goldman Sachs
New York
|
-$146M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$115M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$109M |
LPLA Hedge Fund Activity: Q1 2023 in Review
611 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q1 2023, worth a combined $15.1B — down 7.4% from $16.3B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of LPLA and 78 opened new positions — a net loss of 8 holders — while 231 trimmed existing stakes and 229 added.
The largest buyer was Fidelity Investments, adding an estimated $472M. The largest seller was Capital Research Global Investors, cutting an estimated $173M.
- 611 institutional investors held LPL Financial (LPLA) as of Q1 2023, down from 628 in Q4 2022.
- Funds reported $15.1B of LPL Financial stock for Q1 2023, down 7.4% quarter-over-quarter.
- 78 funds opened new LPL Financial positions in Q1 2023 and 86 closed out, a net change of -8 holders.
- The largest LPL Financial buyer in Q1 2023 was Fidelity Investments, an estimated $472M added.
- The largest LPL Financial seller in Q1 2023 was Capital Research Global Investors, an estimated $173M sold.
Based on aggregated 13F filings for Q1 2023.