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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 %
Tudor Investment Corp
676
Tudor Investment Corp
Connecticut
– -$642K -2,819 Closed
CP
677
Cumberland Partners
Ontario, Canada
– -$626K -2,750 Closed
Point72 Asset Management
678
Point72 Asset Management
Connecticut
– -$569K -2,500 Closed
MAM
679
Martingale Asset Management
Massachusetts
– -$491K -2,157 Closed
FA
680
FDx Advisors
Illinois
– -$483K -2,122 Closed
GT
681
Greenleaf Trust
Michigan
– -$432K -1,899 Closed
AIM
682
Aigen Investment Management
New York
– -$419K -1,841 Closed
PRC
683
Pearl River Capital
Michigan
– -$393K -1,726 Closed
AWS
684
Atria Wealth Solutions
New York
– -$327K -1,436 Closed
GAM
685
Groupama Asset Management
France
– -$309K -1,357 Closed
BC
686
Bridgefront Capital
Texas
– -$284K -1,249 Closed
CIS
687
Custom Index Systems
New York
– -$278K -1,221 Closed
Brown Advisory
688
Brown Advisory
Maryland
– -$254K -1,114 Closed
SP
689
Systematic Portfolios
New York
– -$252K -1,109 Closed
SI
690
Seeds Investor
New York
– -$248K -1,091 Closed
OWM
691
OneAscent Wealth Management
Alabama
– -$244K -1,073 Closed
HCM
692
HMS Capital Management
Tennessee
– -$230K -1,008 Closed
BAM
693
Blueshift Asset Management
New Jersey
– -$227K -996 Closed
AWA
694
Arkadios Wealth Advisors
Georgia
– -$208K -912 Closed
A
695
AlphaQuest
New York
– -$126K -553 Closed
NC
696
NewSquare Capital
Pennsylvania
– -$124K -545 Closed
KI
697
Kapitalo Investimentos
Brazil
– -$119K -524 Closed
TVAMP
698
Tennessee Valley Asset Management Partners
Tennessee
– -$73.4K -322 Closed
EC
699
EdgeRock Capital
Colorado
– -$25.1K -100 Closed
LA
700
LM Advisors
California
– -$19.1K -84 Closed
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