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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$95.9M 343,322 -11,252 -3%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$91.9M 328,963 +1,611 +0.5%
Franklin Resources
53
Franklin Resources
California
$88.3M 316,040 +11,993 +4%
Charles Schwab
54
Charles Schwab
California
$87.1M 311,914 +11,389 +4%
Goldman Sachs
55
Goldman Sachs
New York
$83.2M 297,723 -18,237 -6%
Nuveen Asset Management
56
Nuveen Asset Management
Illinois
$77M 275,856 -7,957 -3%
MC
57
Maverick Capital
Texas
$76.3M 273,144 -57,288 -17%
Aberdeen Group
58
Aberdeen Group
United Kingdom
$72.3M 258,964 -16,477 -6%
Man Group
59
Man Group
United Kingdom
$69.3M 247,977 +128,638 +108%
Ameriprise
60
Ameriprise
Minnesota
$65.6M 234,828 +158,042 +206%
Primecap Management
61
Primecap Management
California
$65.5M 234,400 – –
GGHC
62
Gilder Gagnon Howe & Co
New York
$65.3M 233,727 -599 -0.3%
Allspring Global Investments
63
Allspring Global Investments
North Carolina
$63.4M 227,171 -59,900 -21%
NPCM
64
North Peak Capital Management
New York
$62.8M 224,731 -83,148 -27%
Holocene Advisors
65
Holocene Advisors
New York
$62M 221,958 +221,958 New
CHP
66
Castle Hook Partners
New York
$58M 207,774 +76,137 +58%
HPC
67
HM Payson & Co
Maine
$57.9M 207,475 +12,347 +6%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$53.9M 192,812 +20,719 +12%
Amundi
69
Amundi
France
$51.4M 183,990 +96,064 +109%
Deutsche Bank
70
Deutsche Bank
Germany
$49.4M 177,024 -42,444 -19%
CB
71
Commerce Bank
Missouri
$49.2M 176,271 -7,242 -4%
TAM
72
Trillium Asset Management
Massachusetts
$48.6M 174,002 -10,670 -6%
Wellington Management Group
73
Wellington Management Group
Massachusetts
$47.8M 171,087 -7,660 -4%
Truist Financial
74
Truist Financial
North Carolina
$47.7M 170,848 +6,646 +4%
Sumitomo Mitsui Trust Group
75
Sumitomo Mitsui Trust Group
Japan
$47.7M 170,627 -17,156 -9%
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