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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 %
PCM
651
Prana Capital Management
Connecticut
– -$7.93M -34,852 Closed
PE
652
Point72 Europe
United Kingdom
– -$7.13M -31,332 Closed
Capital Fund Management (CFM)
653
Capital Fund Management (CFM)
France
– -$6.78M -29,782 Closed
IP
654
Interval Partners
New York
– -$6.72M -29,524 Closed
FPAS
655
Focus Partners Advisor Solutions
Missouri
– -$4.07M -17,865 Closed
EAM
656
EFG Asset Management
Oregon
– -$3.48M -15,304 Closed
TCM
657
Thames Capital Management
New Jersey
– -$2.88M -12,662 Closed
CM
658
Crestline Management
Texas
– -$2.74M -12,037 Closed
EAMA
659
EFG Asset Management (Americas)
Florida
– -$2.47M -10,847 Closed
Twin Tree Management
660
Twin Tree Management
Texas
– -$2.28M -10,014 Closed
PMEF
661
Point72 Middle East FZE
United Arab Emirates
– -$2.19M -9,634 Closed
BBP
662
Banco BTG Pactual
Brazil
– -$2.15M -9,400 Closed
II
663
Inspire Investing
Idaho
– -$2.05M -9,003 Closed
HV
664
HST Ventures
Utah
– -$2.01M -8,839 Closed
SGWM
665
Sterling Group Wealth Management
California
– -$1.53M -6,734 Closed
CW
666
Connectus Wealth
Ohio
– -$1.35M -5,934 Closed
LAM
667
LECAP Asset Management
United Kingdom
– -$1.34M -5,877 Closed
FAIM
668
Financial Advocates Investment Management
Washington
– -$1.23M -5,393 Closed
N
669
Natixis
France
– -$1.16M -5,098 Closed
VI
670
Versor Investments
New York
– -$1.01M -4,445 Closed
CC
671
Centiva Capital
New York
– -$890K -3,909 Closed
UOTTAIMCU
672
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$852K -3,744 Closed
MFG
673
MidWestOne Financial Group
Iowa
– -$794K -3,489 Closed
SGI
674
Summit Global Investments
Utah
– -$726K -3,189 Closed
OPERF
675
Oregon Public Employees Retirement Fund
Oregon
– -$664K -2,918 Closed
25 26
27
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