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 %
LNC
701
Lincoln National Corp
Pennsylvania
– – -1,563 Closed
RIA
702
Realta Investment Advisors
Delaware
– – -1,517 Closed
OTPPB
703
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -1,265 Closed
AIG
704
American International Group
New York
– – -1,257 Closed
MCA
705
Magnolia Capital Advisors
Mississippi
– – -1,136 Closed
QIM
706
Quantitative Investment Management
Virginia
– – -1,059 Closed
OAM
707
Oxford Asset Management
United Kingdom
– – -1,012 Closed
DACG
708
Donor Advised Charitable Giving
California
– – -1,000 Closed
DC
709
Diametric Capital
Massachusetts
– – -989 Closed
PAS
710
Point72 Asia (Singapore)
Singapore
– – -985 Closed
CIP
711
Cornerstone Investment Partners
Georgia
– – -963 Closed
GC
712
Guggenheim Capital
Illinois
– – -875 Closed
SWS
713
SYSTM Wealth Solutions
Illinois
– – -824 Closed
JWCA
714
J.W. Coons Advisors
Ohio
– – -770 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
715
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -762 Closed
QT
716
Quantbot Technologies
New York
– – -751 Closed
NEI
717
Northwest & Ethical Investments
Ontario, Canada
– – -600 Closed
T
718
Tidemark
California
– – -471 Closed
IGWM
719
ICA Group Wealth Management
Colorado
– – -359 Closed
GCM
720
Gladius Capital Management
Illinois
– – -145 Closed
CTA
721
Colonial Trust Advisors
South Carolina
– – -92 Closed
HWA
722
Heritage Wealth Advisors
Virginia
– – -88 Closed
WIA
723
Wetzel Investment Advisors
Indiana
– – -52 Closed
FIM
724
Fernwood Investment Management
Massachusetts
– – -37 Closed
FGAM
725
Financial Gravity Asset Management
Texas
– – -24 Closed
26 27 28
29
30