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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 %
BBVA
626
Banco Bilbao Vizcaya Argentaria
Spain
– – -16,273 Closed
ECM
627
ExodusPoint Capital Management
New York
– – -15,984 Closed
DFCM
628
Dark Forest Capital Management
Puerto Rico
– – -15,625 Closed
WI
629
WBI Investments
New Jersey
– – -13,567 Closed
TAM
630
Tocqueville Asset Management
New York
– – -12,048 Closed
DA
631
Duality Advisers
Florida
– – -8,523 Closed
BCP
632
Blackhawk Capital Partners
Wisconsin
– – -8,375 Closed
RWA
633
Redhawk Wealth Advisors
Minnesota
– – -7,322 Closed
NIP
634
Nicholas Investment Partners
California
– – -6,039 Closed
LA
635
LBP AM
France
– – -5,441 Closed
EC
636
Estate Counselors
Wisconsin
– – -5,310 Closed
BPC
637
Banque Pictet & Cie
Switzerland
– – -4,588 Closed
PA
638
Paragon Advisors
Texas
– – -4,370 Closed
SIA
639
SkyView Investment Advisors
New Jersey
– – -4,227 Closed
Nomura Holdings
640
Nomura Holdings
Japan
– – -4,166 Closed
Baird Financial Group
641
Baird Financial Group
Wisconsin
– – -3,459 Closed
MF
642
Magnetar Financial
Illinois
– – -3,426 Closed
VCM
643
Vetamer Capital Management
California
– – -3,337 Closed
AA
644
ACT Advisors
North Carolina
– – -2,900 Closed
I
645
InceptionR
California
– – -2,719 Closed
GCM
646
Genus Capital Management
British Columbia, Canada
– – -2,500 Closed
Los Angeles Capital Management
647
Los Angeles Capital Management
California
– – -2,351 Closed
DTL
648
Dynamic Technology Lab
Singapore
– – -2,156 Closed
NICM
649
Neo Ivy Capital Management
New York
– – -2,016 Closed
GIA
650
Gladstone Institutional Advisory
Florida
– – -1,716 Closed
24 25
26
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