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LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.19%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$723M
2
First Trust Advisors
First Trust Advisors
Illinois
$231M
3
Marshall Wace
Marshall Wace
United Kingdom
$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$773M
5
LPC
Lone Pine Capital
Connecticut
$507M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$143M
3
Morgan Stanley
Morgan Stanley
New York
$203M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$8.77M
5
BlackRock
BlackRock
New York
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
626
Capital Advisors Ltd
Ohio
$1K +$333 +1 +50%
AW
627
Avion Wealth
Texas
$1K +$250 +2 +33%
BGAI
628
Bruce G. Allen Investments
Colorado
$931 -$3.49K -15 -79%
TAM
629
Tucker Asset Management
Colorado
$931 – – –
BF
630
BOK Financial
Oklahoma
$472 +$472 +2 New
LFG
631
Larson Financial Group
Missouri
$468 +$234 +1 +100%
TPW
632
Talon Private Wealth
Florida
$465 +$465 +2 New
Pacer Advisors
633
Pacer Advisors
Pennsylvania
$465 +$465 +2 New
IAIM
634
International Assets Investment Management
Florida
$399 +$396 +92,020 +11,517%
MCM
635
Manchester Capital Management
Vermont
$233 – – –
DWM
636
Dogwood Wealth Management
Kansas
$2 -$3 – –
Capital Research Global Investors
637
Capital Research Global Investors
California
– -$440M -1,577,102 Closed
Norges Bank
638
Norges Bank
Norway
– -$259M -928,886 Closed
NPCM
639
North Peak Capital Management
New York
– -$62.8M -224,731 Closed
CHP
640
Castle Hook Partners
New York
– -$58M -207,774 Closed
JSP
641
Jackson Square Partners
California
– -$38.5M -137,689 Closed
PI
642
PineBridge Investments
New York
– -$36.8M -131,783 Closed
Viking Global Investors
643
Viking Global Investors
Connecticut
– -$36.3M -130,000 Closed
WCA
644
Waratah Capital Advisors
Ontario, Canada
– -$28.5M -102,017 Closed
Parnassus Investments
645
Parnassus Investments
California
– -$15.9M -56,840 Closed
TW
646
Transform Wealth
Colorado
– -$10.1M -36,141 Closed
RCM
647
Rivermont Capital Management
New York
– -$8.66M -30,997 Closed
SWM
648
Segment Wealth Management
Texas
– -$8.61M -30,832 Closed
Renaissance Technologies
649
Renaissance Technologies
New York
– -$7.12M -25,476 Closed
LAM
650
LECAP Asset Management
United Kingdom
– -$4.18M -14,950 Closed
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