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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 %
AW
626
Avion Wealth
Texas
$2K +$1.33K +4 +200%
SIS
627
Sound Income Strategies
Florida
$1.85K – – –
PSB
628
Piscataqua Savings Bank
New Hampshire
$1.85K +$1.85K +7 New
Fifth Third Bancorp
629
Fifth Third Bancorp
Ohio
$1.59K -$5.28K -20 -77%
CTWM
630
Cherry Tree Wealth Management
Minnesota
$1.32K – – –
EWP
631
Elevation Wealth Partners
California
$1.32K +$1.32K +5 New
AWM
632
Abound Wealth Management
Tennessee
$1.06K – – –
HIA
633
Harbor Investment Advisory
Maryland
$1.06K +$1.06K +4 New
RFS
634
Richardson Financial Services
Massachusetts
$1.06K +$1.06K +4 New
WCM
635
Winthrop Capital Management
Indiana
$1K +$1K +4 New
CA
636
Continuum Advisory
Idaho
$794 +$794 +3 New
MCM
637
MV Capital Management
Maryland
$793 -$1.06K -4 -57%
IFAM
638
Institutional & Family Asset Management
Colorado
$793 -$793 -3 -50%
TWP
639
TFO Wealth Partners
Ohio
$793 -$529 -2 -40%
S
640
Sachetta
Massachusetts
$683 – – –
RAM
641
Riggs Asset Management
Pennsylvania
$529 +$529 +2 New
LFG
642
Larson Financial Group
Missouri
$267 – – –
MCM
643
Manchester Capital Management
Vermont
$265 – – –
TFM
644
TFC Financial Management
Massachusetts
$265 +$265 +1 New
DWM
645
Dogwood Wealth Management
Kansas
$2 -$3 – –
GGH
646
GCM Grosvenor Holdings
Illinois
– -$26.9M -118,304 Closed
WMSA
647
Weiss Multi-Strategy Advisers
New York
– -$17.1M -75,215 Closed
TC
648
TwinBeech Capital
New York
– -$14.1M -62,154 Closed
CRM
649
Cramer Rosenthal McGlynn
Connecticut
– -$13.8M -60,654 Closed
ACM
650
Aquatic Capital Management
Illinois
– -$10.1M -44,400 Closed
24 25
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