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LPL Financial
LPLA

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$867M
2
Millennium Management
Millennium Management
New York
$301M
3
SC
Samlyn Capital
New York
$359M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.61B
5
EC
Eminence Capital
New York
$145M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$204M
3
Goldman Sachs
Goldman Sachs
New York
$68.5M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
651
Enterprise Financial Services Corp (EFSC)
Missouri
– -$465K -2,150 Closed
AT
652
American Trust
Kentucky
– -$452K -2,090 Closed
LIP
653
Lighthouse Investment Partners
Florida
– -$437K -2,022 Closed
BHCM
654
Boulder Hill Capital Management
New York
– -$432K -2,000 Closed
AG
655
Ascent Group
Virginia
– -$420K -1,943 Closed
SIM
656
SSI Investment Management
California
– -$408K -1,889 Closed
TCM
657
Teza Capital Management
Illinois
– -$382K -1,767 Closed
CP
658
CenterBook Partners
Connecticut
– -$363K -1,677 Closed
CA
659
Cetera Advisors
Colorado
– -$351K -1,623 Closed
FFM
660
Fullerton Fund Management
Singapore
– -$322K -1,490 Closed
ALAM
661
Asahi Life Asset Management
Japan
– -$302K -1,395 Closed
GCP
662
GSA Capital Partners
United Kingdom
– -$291K -1,345 Closed
Arrowstreet Capital
663
Arrowstreet Capital
Massachusetts
– -$280K -1,294 Closed
PCS
664
Personal CFO Solutions
New Jersey
– -$273K -1,262 Closed
CIP
665
Convergence Investment Partners
Florida
– -$272K -1,256 Closed
DCM
666
Driehaus Capital Management
Illinois
– -$261K -1,208 Closed
YIA
667
YHB Investment Advisors
Connecticut
– -$249K -1,154 Closed
QCM
668
Qsemble Capital Management
New York
– -$227K -1,050 Closed
LWMG
669
Levy Wealth Management Group
Pennsylvania
– -$225K -1,042 Closed
HSA
670
HBK Sorce Advisory
Pennsylvania
– -$220K -1,018 Closed
AC
671
AXQ Capital
New Jersey
– -$211K -976 Closed
AR
672
Advisory Research
Illinois
– -$210K -970 Closed
AWM
673
Apollon Wealth Management
South Carolina
– -$208K -963 Closed
FP
674
Foundry Partners
Minnesota
– -$203K -938 Closed
DFCM
675
Dark Forest Capital Management
Puerto Rico
– -$187K -863 Closed
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