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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
CTWM
651
Cherry Tree Wealth Management
Minnesota
$1.4K 5 – –
EWP
652
Elevation Wealth Partners
California
$1.4K 5 – –
RS
653
Rakuten Securities
Japan
$1.4K 5 +5 New
RIL
654
Rothschild Investment LLC
Illinois
$1.4K 5 +5 New
RAM
655
Riggs Asset Management
Pennsylvania
$1.12K 4 +2 +100%
RFS
656
Richardson Financial Services
Massachusetts
$1.12K 4 – –
TAM
657
Tucker Asset Management
Colorado
$1.12K 4 +4 New
WCM
658
Winthrop Capital Management
Indiana
$1K 4 – –
AW
659
Avion Wealth
Texas
$1K 6 – –
CAL
660
Capital Advisors Ltd
Ohio
$1K 2 +2 New
CA
661
Continuum Advisory
Idaho
$838 3 – –
IFAM
662
Institutional & Family Asset Management
Colorado
$838 3 – –
GIA
663
GHP Investment Advisors
Colorado
$838 3 +3 New
AFWM
664
Abich Financial Wealth Management
Virginia
$286 1 +1 New
LFG
665
Larson Financial Group
Missouri
$282 1 – –
MCM
666
Manchester Capital Management
Vermont
$280 1 – –
TFM
667
TFC Financial Management
Massachusetts
$280 1 – –
HIA
668
Harbor Investment Advisory
Maryland
$279 1 -3 -75%
DWM
669
Dogwood Wealth Management
Kansas
– – – –
ACH
670
ArrowMark Colorado Holdings
Colorado
– – -452,938 Closed
1WCM
671
12 West Capital Management
New York
– – -30,300 Closed
PMAM
672
Picton Mahoney Asset Management
Ontario, Canada
– – -23,628 Closed
CLOS
673
Compagnie Lombard Odier SCmA
Switzerland
– – -23,210 Closed
PF
674
Phoenix Financial
Israel
– – -22,867 Closed
LP
675
LMR Partners
United Kingdom
– – -21,772 Closed
25 26
27
28 29