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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
$723M
2
First Trust Advisors
First Trust Advisors
Illinois
$231M
3
Marshall Wace
Marshall Wace
United Kingdom
$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$773M
5
LPC
Lone Pine Capital
Connecticut
$507M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$143M
3
Morgan Stanley
Morgan Stanley
New York
$203M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$8.77M
5
BlackRock
BlackRock
New York
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
676
Landscape Capital Management
New Jersey
– -$833K -2,981 Closed
FCA
677
Fortis Capital Advisors
Kansas
– -$824K -2,950 Closed
PRC
678
Pearl River Capital
Michigan
– -$813K -2,912 Closed
ET
679
Entropy Technologies
New York
– -$732K -2,620 Closed
GIA
680
Gladstone Institutional Advisory
Florida
– -$689K -2,467 Closed
SPA
681
Sherbrooke Park Advisers
New York
– -$673K -2,410 Closed
Impax Asset Management Group
682
Impax Asset Management Group
United Kingdom
– -$642K -2,297 Closed
PP
683
PDT Partners
New York
– -$628K -2,247 Closed
PTC
684
Petrus Trust Company
Texas
– -$577K -2,066 Closed
VI
685
Versor Investments
New York
– -$559K -2,000 Closed
SC
686
Savant Capital
Illinois
– -$501K -1,794 Closed
DAS
687
Diversify Advisory Services
Utah
– -$463K -1,695 Closed
MA
688
MJP Associates
Connecticut
– -$425K -1,522 Closed
Legacy Financial Group (Iowa)
689
Legacy Financial Group (Iowa)
Iowa
– -$382K -1,366 Closed
SP
690
Symmetry Partners
Connecticut
– -$370K -1,324 Closed
GDP
691
Great Diamond Partners
Maine
– -$368K -1,316 Closed
AA
692
ALPS Advisors
Colorado
– -$366K -1,309 Closed
TCA
693
Transcend Capital Advisors
New Jersey
– -$363K -1,301 Closed
Capstone Investment Advisors
694
Capstone Investment Advisors
New York
– -$348K -1,246 Closed
BFM
695
Boothbay Fund Management
New York
– -$341K -1,221 Closed
IGAM
696
iA Global Asset Management
Quebec, Canada
– -$328K -1,175 Closed
BFA
697
Brown Financial Advisors
Ohio
– -$310K -1,111 Closed
FWM
698
Foguth Wealth Management
Michigan
– -$303K -1,084 Closed
AIA
699
Alera Investment Advisors
Illinois
– -$295K -1,057 Closed
DWT
700
Dorsey & Whitney Trust
South Dakota
– -$279K -998 Closed
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