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LPL Financial
LPLA

Overview Fund Activity

584 hedge funds and large institutions have $15.6B invested in LPL Financial in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 234 reducing their positions, and 92 closing their positions.

Holders
584
Holders Change
-22
Holders Change %
-3.63%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.25%
New
74
Increased
197
Reduced
234
Closed
92
Calls
$55.8M
Puts
$28.9M
Net Calls
+$26.9M
Net Calls Change
+$48M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$478M
2
Boston Partners
2
Boston Partners
Massachusetts
$184M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$104M
4
Holocene Advisors
4
Holocene Advisors
New York
$79.2M
5
JCM
5
Junto Capital Management
New York
$120M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$528M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$0
3
Millennium Management
3
Millennium Management
New York
$121M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$139M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$75M -$3.23M -14,875 -4%
Jacobs Levy Equity Management
52
Jacobs Levy Equity Management
New Jersey
$70.8M -$36.1M -165,820 -34%
Goldman Sachs
53
Goldman Sachs
New York
$69.9M -$3.66M -16,834 -5%
Allspring Global Investments
54
Allspring Global Investments
North Carolina
$66.9M +$3.79M +17,429 +6%
AIM
55
Artemis Investment Management
United Kingdom
$62.7M -$7.5M -34,527 -11%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$59.9M -$50.1M -230,280 -46%
UBS AM
57
UBS AM
Illinois
$57.5M – – –
ACL
58
Azora Capital LP
Florida
$49.2M -$12.1M -55,471 -20%
Victory Capital Management
59
Victory Capital Management
Texas
$48.8M -$18.4M -84,458 -27%
Franklin Resources
60
Franklin Resources
California
$46.7M +$2.61M +12,023 +6%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$46.4M -$5.59M -25,700 -11%
TD Asset Management
62
TD Asset Management
Ontario, Canada
$45.6M +$6.97M +32,069 +18%
CB
63
Commerce Bank
Missouri
$42.5M -$1.15M -5,273 -3%
SCA
64
Southpoint Capital Advisors
New York
$41.3M -$2.17M -10,000 -5%
MCM
65
Moore Capital Management
New York
$40M +$34.3M +157,680 +600%
Fidelity International
66
Fidelity International
Bermuda
$39.6M -$6.4M -29,431 -14%
ERSOT
67
Employees Retirement System of Texas
Texas
$39.6M – – –
TAM
68
Trillium Asset Management
Massachusetts
$37.7M +$2.57M +11,816 +7%
CIP
69
Cornerstone Investment Partners
Georgia
$36.8M -$402K -1,847 -1%
PI
70
PineBridge Investments
New York
$36.2M +$7.97M +36,665 +28%
SEI Investments
71
SEI Investments
Pennsylvania
$35.7M +$712K +3,274 +2%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$35M +$20.3M +93,505 +139%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$33.9M +$506K +2,328 +2%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$33.2M -$2.55M -11,712 -7%
Prudential Financial
75
Prudential Financial
New Jersey
$32.7M +$17.7M +81,385 +118%
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