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LPL Financial
LPLA

Overview Fund Activity

594 hedge funds and large institutions have $17.1B invested in LPL Financial in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 247 increasing their positions, 191 reducing their positions, and 53 closing their positions.

Holders
594
Holders Change
+10
Holders Change %
+1.71%
% of All Funds
9.47%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
70
Increased
247
Reduced
191
Closed
53
Calls
$165M
Puts
$39.8M
Net Calls
+$126M
Net Calls Change
+$98.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$624M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$135M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$109M
4
WCA
4
Waratah Capital Advisors
Ontario, Canada
$56.6M
5
Ameriprise
5
Ameriprise
Minnesota
$64.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.96M
2
SC
2
Samlyn Capital
New York
$328M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$66.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.69B
5
Marshall Wace
5
Marshall Wace
United Kingdom
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACL
51
Azora Capital LP
Florida
$76.8M +$23M +96,730 +43%
MG
52
Markel Group
Virginia
$71.6M +$41.4M +174,205 +137%
Allspring Global Investments
53
Allspring Global Investments
North Carolina
$71.4M -$1.7M -7,159 -2%
Millennium Management
54
Millennium Management
New York
$71.2M -$61.3M -257,966 -46%
Charles Schwab
55
Charles Schwab
California
$67.5M -$49M -206,307 -42%
Wellington Management Group
56
Wellington Management Group
Massachusetts
$66.8M -$84.8M -356,979 -56%
Ameriprise
57
Ameriprise
Minnesota
$64.9M +$54.5M +229,434 +525%
Franklin Resources
58
Franklin Resources
California
$64.2M +$13.1M +55,212 +26%
Deutsche Bank
59
Deutsche Bank
Germany
$61.9M -$39.4M -165,679 -39%
AIM
60
Artemis Investment Management
United Kingdom
$60.6M -$7.97M -33,531 -12%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$59.2M +$22.1M +92,980 +60%
PAM
62
Panagora Asset Management
Massachusetts
$58.1M +$40.9M +172,044 +237%
WCA
63
Waratah Capital Advisors
Ontario, Canada
$56.6M +$56.6M +238,222 New
Victory Capital Management
64
Victory Capital Management
Texas
$55.4M +$2.04M +8,570 +4%
HPC
65
HM Payson & Co
Maine
$54.4M +$54.4M +228,933 New
ERSOT
66
Employees Retirement System of Texas
Texas
$51.8M +$8.56M +36,000 +20%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$51M +$1.16M +4,875 +2%
NPCM
68
North Peak Capital Management
New York
$46.9M +$46.9M +197,227 New
CB
69
Commerce Bank
Missouri
$46.3M -$97.9K -412 -0.2%
Sumitomo Mitsui Trust Group
70
Sumitomo Mitsui Trust Group
Japan
$46.3M -$4.42M -18,584 -9%
SCA
71
Southpoint Capital Advisors
New York
$45.2M – – –
TAM
72
Trillium Asset Management
Massachusetts
$44.3M +$3.05M +12,816 +7%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$38.3M +$44.2K +186 +0.1%
Marshall Wace
74
Marshall Wace
United Kingdom
$37.1M -$77.7M -326,826 -68%
Prudential Financial
75
Prudential Financial
New Jersey
$37M +$1.28M +5,388 +4%
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