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LPL Financial
LPLA

Overview Fund Activity

606 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

Holders
606
Holders Change
-19
Holders Change %
-3.04%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
76
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$867M
2
Millennium Management
2
Millennium Management
New York
$301M
3
SC
3
Samlyn Capital
New York
$359M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.61B
5
EC
5
Eminence Capital
New York
$145M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$204M
3
Goldman Sachs
3
Goldman Sachs
New York
$68.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
Capital World Investors
5
Capital World Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
51
UBS AM
Illinois
$57.5M 283,950 +3,233 +1%
Marshall Wace
52
Marshall Wace
United Kingdom
$57.4M 283,715 +260,352 +1,114%
ACL
53
Azora Capital LP
Florida
$57.1M 281,889 +22,584 +9%
LP
54
LMR Partners
United Kingdom
$53.2M 262,862 +228,019 +654%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$51.9M 256,468 -7,792 -3%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$48.4M 239,068 +17,398 +8%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$47.1M 505,548 +252,465 +100%
JCM
58
Junto Capital Management
New York
$44.6M 220,220 -125,548 -36%
Fidelity International
59
Fidelity International
Bermuda
$42.9M 211,710 -8,034 -4%
Franklin Resources
60
Franklin Resources
California
$41M 202,708 -2,648 -1%
CB
61
Commerce Bank
Missouri
$40.6M 200,671 +2,442 +1%
SCA
62
Southpoint Capital Advisors
New York
$40.5M 200,000 -400,000 -67%
CIBC Asset Management
63
CIBC Asset Management
Ontario, Canada
$39.5M 194,937 +4,697 +2%
EIP
64
Epoch Investment Partners
New York
$37.9M 187,412 -2,687 -1%
ERSOT
65
Employees Retirement System of Texas
Texas
$36.8M 182,000 +26,266 +17%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$36.3M 179,413 -82,202 -31%
TC
67
TwinBeech Capital
New York
$36M 177,972 +107,883 +154%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$36M 177,633 -2,986 -2%
SFM
69
Soros Fund Management
New York
$35.8M 176,895 +5,325 +3%
Amundi
70
Amundi
France
$35.4M 184,913 +31,949 +21%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$34.8M 171,630 -53,888 -24%
CIP
72
Cornerstone Investment Partners
Georgia
$34.6M 171,070 -11,902 -7%
CS
73
Credit Suisse
Switzerland
$34M 167,923 +17,779 +12%
TAM
74
Trillium Asset Management
Massachusetts
$33.7M 161,800 -1,424 -0.9%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$33.3M 164,526 -22,150 -12%
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3
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