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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$71.9M 315,972 -108,814 -26%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$71.1M 312,206 +151,010 +94%
American Century Companies
53
American Century Companies
Missouri
$70.7M 310,690 -257,166 -45%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$69.8M 306,755 -30,944 -9%
Charles Schwab
55
Charles Schwab
California
$66.8M 293,471 +9,539 +3%
Citadel Advisors
56
Citadel Advisors
Florida
$64.1M 281,753 +239,839 +572%
Aberdeen Group
57
Aberdeen Group
United Kingdom
$63M 276,825 -501,939 -64%
Deutsche Bank
58
Deutsche Bank
Germany
$62.3M 273,752 +13,347 +5%
Franklin Resources
59
Franklin Resources
California
$61.3M 269,126 -817 -0.3%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$58.4M 256,462 +7,553 +3%
ERSOT
61
Employees Retirement System of Texas
Texas
$56M 246,000 +28,000 +13%
GGHC
62
Gilder Gagnon Howe & Co
New York
$53.4M 234,524 +232,704 +12,786%
NPCM
63
North Peak Capital Management
New York
$51.4M 225,657 +28,430 +14%
Victory Capital Management
64
Victory Capital Management
Texas
$50.3M 220,832 -12,373 -5%
Wellington Management Group
65
Wellington Management Group
Massachusetts
$47.6M 209,078 -72,132 -26%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$47M 206,520 +11,736 +6%
SCA
67
Southpoint Capital Advisors
New York
$43.2M 190,000 – –
TAM
68
Trillium Asset Management
Massachusetts
$43.1M 189,546 +3,114 +2%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$42.3M 185,876 +114,392 +160%
Renaissance Technologies
70
Renaissance Technologies
New York
$41.8M 183,700 +129,700 +240%
CB
71
Commerce Bank
Missouri
$41.8M 183,685 -11,301 -6%
PAM
72
Panagora Asset Management
Massachusetts
$39M 171,465 -73,063 -30%
JSP
73
Jackson Square Partners
California
$36.3M 159,588 -174,794 -52%
WCA
74
Waratah Capital Advisors
Ontario, Canada
$34.2M 150,277 -87,945 -37%
Primecap Management
75
Primecap Management
California
$34.1M 150,000 – –
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