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LPL Financial
LPLA

Overview Fund Activity

644 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 66 closing their positions.

Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
100
Increased
238
Reduced
206
Closed
66
Calls
$106M
Puts
$24.1M
Net Calls
+$81.5M
Net Calls Change
+$51.4M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$466M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
3
HCM
3
HMI Capital Management
California
$98.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$836M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$292M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$422M
2
Millennium Management
2
Millennium Management
New York
$169M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$75M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$681M
5
LPC
5
Lone Pine Capital
Connecticut
$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$86.5M +$5.44M +20,597 +7%
Citadel Advisors
52
Citadel Advisors
Florida
$84.5M +$10.1M +38,199 +14%
Goldman Sachs
53
Goldman Sachs
New York
$83.5M -$300K -1,134 -0.4%
American Century Companies
54
American Century Companies
Missouri
$82.6M +$511K +1,935 +0.6%
NPCM
55
North Peak Capital Management
New York
$81.3M +$21.7M +82,222 +36%
Franklin Resources
56
Franklin Resources
California
$80.3M +$9.23M +34,921 +13%
Charles Schwab
57
Charles Schwab
California
$79.4M +$1.86M +7,054 +2%
CFM
58
Coronation Fund Managers
South Africa
$78.8M +$48.4M +183,290 +160%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$77.8M -$4.72M -17,880 -6%
Allspring Global Investments
60
Allspring Global Investments
North Carolina
$75.8M -$9.04M -34,199 -11%
Nuveen Asset Management
61
Nuveen Asset Management
Illinois
$75M -$110M -415,722 -59%
Aberdeen Group
62
Aberdeen Group
United Kingdom
$72.8M -$366K -1,384 -0.5%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$67.8M +$18.7M +70,655 +38%
ERSOT
64
Employees Retirement System of Texas
Texas
$65M – – –
Primecap Management
65
Primecap Management
California
$61.9M +$22.3M +84,400 +56%
GGHC
66
Gilder Gagnon Howe & Co
New York
$61.9M -$52.3K -198 -0.1%
Deutsche Bank
67
Deutsche Bank
Germany
$58M -$14.3M -54,284 -20%
Macquarie Group
68
Macquarie Group
Australia
$57.6M +$51.3M +194,349 +818%
HPC
69
HM Payson & Co
Maine
$51.6M +$26.4M +99,987 +105%
JSP
70
Jackson Square Partners
California
$51.2M +$9.08M +34,378 +22%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$49.6M -$4.95M -18,737 -9%
TAM
72
Trillium Asset Management
Massachusetts
$48.8M -$1.29M -4,874 -3%
CB
73
Commerce Bank
Missouri
$48.5M -$45.4K -172 -0.1%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$47.2M -$8.01M -30,331 -15%
Victory Capital Management
75
Victory Capital Management
Texas
$46.5M -$11.8M -44,808 -20%
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