LPLA icon

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 %
AAIS
651
ABN AMRO Investment Solutions
– -$244K -1,205 Closed
BCM
652
BTC Capital Management
Iowa
– -$241K -1,197 Closed
PMEF
653
Point72 Middle East FZE
United Arab Emirates
– -$215K -1,064 Closed
BPA
654
Beacon Pointe Advisors
California
– -$215K -1,060 Closed
OC
655
Oppenheimer & Co
New York
– -$210K -1,036 Closed
SG Americas Securities
656
SG Americas Securities
New York
– -$206K -1,019 Closed
AWM
657
AE Wealth Management
Kansas
– -$205K -1,012 Closed
KI
658
Kapitalo Investimentos
Brazil
– -$136K -671 Closed
CMBA
659
C.M. Bidwell & Associates
Hawaii
– -$104K -513 Closed
CMF
660
Counterpoint Mutual Funds
California
– -$103K -507 Closed
MC
661
Machina Capital
France
– -$101K -500 Closed
EI
662
Ellevest Inc
New York
– -$68.8K -340 Closed
IAIM
663
Industrial Alliance Investment Management
Quebec, Canada
– -$41K -203 Closed
WT
664
Whittier Trust
California
– -$40.7K -201 Closed
TFA
665
Toth Financial Advisory
Virginia
– -$26.1K -129 Closed
TFM
666
TFC Financial Management
Massachusetts
– -$15K -74 Closed
TWA
667
TCI Wealth Advisors
Arizona
– -$14.8K -73 Closed
AT
668
Avalon Trust
New Mexico
– -$14.8K -73 Closed
SC
669
Schubert & Co
Texas
– -$7.08K -35 Closed
OLVIG
670
Oliver Lagore Vanvalin Investment Group
Michigan
– -$5.47K -27 Closed
GFWA
671
Grey Fox Wealth Advisors
Delaware
– -$3.45K -17 Closed
ONST
672
Old North State Trust
North Carolina
– -$2K -12 Closed
SSC
673
Syverson Strege & Co
Iowa
– -$2.43K -12 Closed
TAIM
674
TD Ameritrade Investment Management
Nebraska
– -$1K -7 Closed
SWA
675
Sutton Wealth Advisors
Florida
– -$1.01K -5 Closed
24 25 26
27
28