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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-23
Holders Change %
-3.79%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
93
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$478M
2
Boston Partners
2
Boston Partners
Massachusetts
$184M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$104M
4
Holocene Advisors
4
Holocene Advisors
New York
$79.2M
5
JCM
5
Junto Capital Management
New York
$120M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$528M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$0
3
Millennium Management
3
Millennium Management
New York
$121M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$139M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
626
WesBanco Bank
West Virginia
– -$848K -4,190 Closed
GCM
627
Greenland Capital Management
New York
– -$810K -4,004 Closed
LFM
628
LGT Fund Management
Liechtenstein
– -$810K -4,000 Closed
SOADOR
629
State of Alaska Department of Revenue
Alaska
– -$639K -3,162 Closed
Two Sigma Advisers
630
Two Sigma Advisers
New York
– -$627K -3,100 Closed
VIA
631
Vident Investment Advisory
Georgia
– -$618K -3,054 Closed
GWP
632
Gateway Wealth Partners
Wisconsin
– -$605K -2,988 Closed
AG
633
Algert Global
California
– -$582K -2,875 Closed
BOH
634
Bank of Hawaii
Hawaii
– -$510K -2,522 Closed
AFA
635
Abacus FCF Advisors
Florida
– -$484K -2,393 Closed
LG
636
Leuthold Group
Minnesota
– -$403K -1,989 Closed
EP
637
Edgestream Partners
New Jersey
– -$402K -1,988 Closed
YIH
638
Y-Intercept (HK)
Hong Kong
– -$400K -1,976 Closed
I
639
InceptionR
California
– -$391K -1,931 Closed
Rockefeller Capital Management
640
Rockefeller Capital Management
New York
– -$383K -1,893 Closed
BS
641
Banco Santander
Spain
– -$367K -1,811 Closed
HS
642
HighVista Strategies
Massachusetts
– -$344K -1,700 Closed
LFAS
643
Level Four Advisory Services
Texas
– -$332K -1,641 Closed
LOAMS
644
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$325K -1,606 Closed
XT
645
XTX Topco
Cayman Islands
– -$299K -1,478 Closed
PCM
646
Prelude Capital Management
New York
– -$290K -1,435 Closed
Wolverine Trading
647
Wolverine Trading
Illinois
– -$279K -1,404 Closed
NRD
648
Nebula Research & Development
New York
– -$277K -1,369 Closed
BAM
649
Belpointe Asset Management
Nevada
– -$277K -1,366 Closed
GCM
650
Graham Capital Management
Connecticut
– -$272K -1,345 Closed
24 25
26
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