LPLA icon

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 %
CIC
676
Chilton Investment Company
Connecticut
– – -21,178 Closed
SPS
677
Susquehanna Portfolio Strategies
Pennsylvania
– – -18,815 Closed
HCP
678
Hiddenite Capital Partners
New York
– – -12,900 Closed
CP
679
CenterBook Partners
Connecticut
– – -8,760 Closed
OCA
680
Otter Creek Advisors
Florida
– – -8,741 Closed
Squarepoint
681
Squarepoint
New York
– – -6,991 Closed
MFS
682
Mirabella Financial Services
United Kingdom
– – -6,132 Closed
QC
683
Quadrature Capital
United Kingdom
– – -6,127 Closed
HT
684
Headlands Technologies
Illinois
– – -6,081 Closed
RIM
685
Redwood Investment Management
Arizona
– – -5,714 Closed
EP
686
Edgestream Partners
New Jersey
– – -4,944 Closed
CIC
687
Cornercap Investment Counsel
Georgia
– – -4,598 Closed
HF
688
HRT Financial
New York
– – -4,237 Closed
SEC
689
Seven Eight Capital
New York
– – -3,631 Closed
I
690
InceptionR
California
– – -3,221 Closed
YIH
691
Y-Intercept (HK)
Hong Kong
– – -2,451 Closed
XT
692
XTX Topco
Cayman Islands
– – -2,360 Closed
GCM
693
Genus Capital Management
British Columbia, Canada
– – -2,180 Closed
SRL
694
Scientech Research LLC
New Jersey
– – -2,173 Closed
LOAMS
695
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -2,087 Closed
DFCM
696
Dark Forest Capital Management
Puerto Rico
– – -2,063 Closed
AI
697
AdvisorShares Investments
Maryland
– – -1,900 Closed
TSS
698
Two Sigma Securities
New York
– – -1,837 Closed
AIMCA
699
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -1,700 Closed
Balyasny Asset Management
700
Balyasny Asset Management
Illinois
– – -1,666 Closed
26 27
28
29 30