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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 %
Legacy Financial Group (Iowa)
651
Legacy Financial Group (Iowa)
Iowa
– – -1,366 Closed
EP
652
Edgestream Partners
New Jersey
– – -1,355 Closed
VF
653
Virtu Financial
New York
– – -1,310 Closed
FM
654
Foster & Motley
Ohio
– – -1,229 Closed
TFS
655
Thoroughbred Financial Services
Tennessee
– – -1,206 Closed
FMAEN1
656
Fund Management at Engine No 1
California
– – -1,090 Closed
FCM
657
Frontier Capital Management
Massachusetts
– – -1,074 Closed
MYIA
658
Mount Yale Investment Advisors
Colorado
– – -981 Closed
PFS
659
Prospera Financial Services
Texas
– – -937 Closed
DT
660
Diversified Trust
Tennessee
– – -925 Closed
HKIMG
661
Hutchens & Kramer Investment Management Group
Indiana
– – -913 Closed
PWM
662
Perigon Wealth Management
California
– – -909 Closed
CI
663
Cigna Investments
Connecticut
– – -868 Closed
LIP
664
Lighthouse Investment Partners
Florida
– – -864 Closed
FP
665
Foundry Partners
Minnesota
– – -848 Closed
DWM
666
Drive Wealth Management
Utah
– – -847 Closed
JFG
667
Jefferies Financial Group
New York
– – -455 Closed
CFA
668
CWS Financial Advisors
Michigan
– – -282 Closed
HFM
669
Harvest Fund Management
China
– – -272 Closed
SOW
670
State of Wyoming
Wyoming
– – -263 Closed
CSPIA
671
Cary Street Partners Investment Advisory
Virginia
– – -261 Closed
FAM
672
Flaharty Asset Management
Florida
– – -128 Closed
RTC
673
Riverview Trust Company
Washington
– – -113 Closed
QL
674
Quarry LP
New York
– – -106 Closed
HCM
675
Hollencrest Capital Management
California
– – -103 Closed
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