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LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.19%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$283M
2
First Trust Advisors
First Trust Advisors
Illinois
+$210M
3
Marshall Wace
Marshall Wace
United Kingdom
+$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
5
LPC
Lone Pine Capital
Connecticut
+$115M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$440M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$345M
3
Morgan Stanley
Morgan Stanley
New York
-$139M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
5
BlackRock
BlackRock
New York
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
651
Palestra Capital Management
New York
– -$4.01M -14,362 Closed
NICM
652
Neo Ivy Capital Management
New York
– -$3.7M -13,248 Closed
JF
653
Jump Financial
Illinois
– -$3.27M -11,706 Closed
MCM
654
Monument Capital Management
Virginia
– -$2.63M -9,409 Closed
MAM
655
Martingale Asset Management
Massachusetts
– -$2.15M -7,697 Closed
DTL
656
Dynamic Technology Lab
Singapore
– -$2.11M -7,559 Closed
ACM
657
Aquatic Capital Management
Illinois
– -$2.1M -7,520 Closed
CCMG
658
Clark Capital Management Group
Pennsylvania
– -$2.1M -7,518 Closed
BCV
659
Banque Cantonale Vaudoise
Switzerland
– -$1.79M -6,412 Closed
PHK
660
Point72 Hong Kong
Hong Kong
– -$1.79M -6,406 Closed
AIM
661
Aquila Investment Management
New York
– -$1.68M -6,000 Closed
FC
662
FORA Capital
Florida
– -$1.59M -5,675 Closed
Acadian Asset Management
663
Acadian Asset Management
Massachusetts
– -$1.55M -5,551 Closed
DF
664
Donoghue Forlines
Massachusetts
– -$1.48M -5,287 Closed
MPM
665
MBB Public Markets
Illinois
– -$1.43M -5,131 Closed
NA
666
Navellier & Associates
Nevada
– -$1.36M -4,874 Closed
AC
667
AXQ Capital
New Jersey
– -$1.17M -4,193 Closed
CM
668
Castleark Management
Illinois
– -$1.14M -4,065 Closed
BAM
669
Belpointe Asset Management
Nevada
– -$1.02M -3,669 Closed
QCM
670
Qsemble Capital Management
New York
– -$932K -3,336 Closed
AIM
671
Achmea Investment Management
Netherlands
– -$917K -3,286 Closed
HFM
672
Harvest Fund Management
China
– -$894K -3,203 Closed
PD
673
Point72 (DIFC)
United Arab Emirates
– -$889K -3,183 Closed
CIM
674
Chiron Investment Management
New York
– -$880K -3,150 Closed
MC
675
Machina Capital
France
– -$867K -3,104 Closed
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