LPLA icon

LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.19%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$723M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$231M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$201M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$773M
5
LPC
5
Lone Pine Capital
Connecticut
$507M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$143M
3
Morgan Stanley
3
Morgan Stanley
New York
$203M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$8.77M
5
BlackRock
5
BlackRock
New York
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$74.9M +$2.3M +9,899 +3%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$73.7M -$2.86M -12,293 -4%
GGHC
53
Gilder Gagnon Howe & Co
New York
$65.5M +$11.2M +47,952 +21%
Franklin Resources
54
Franklin Resources
California
$64.9M -$14M -56,121 -18%
Holocene Advisors
55
Holocene Advisors
New York
$64.9M +$13.2M +56,825 +26%
UBS Group
56
UBS Group
Switzerland
$63.4M +$35.3M +151,584 +125%
Macquarie Group
57
Macquarie Group
Australia
$59M -$35.9M -154,215 -38%
Aberdeen Group
58
Aberdeen Group
United Kingdom
$59M -$1.3M -5,596 -2%
Ameriprise
59
Ameriprise
Minnesota
$58M +$3.37M +14,501 +6%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$57.8M +$35.7M +153,289 +161%
Nuveen Asset Management
61
Nuveen Asset Management
Illinois
$55.1M -$9.07M -38,972 -14%
Goldman Sachs
62
Goldman Sachs
New York
$54M -$15.3M -65,753 -22%
Wellington Management Group
63
Wellington Management Group
Massachusetts
$52.8M +$13M +56,070 +33%
CFM
64
Coronation Fund Managers
South Africa
$50.6M +$20.5M +88,196 +68%
Deutsche Bank
65
Deutsche Bank
Germany
$49.8M +$8.59M +36,947 +21%
Harris Associates
66
Harris Associates
Illinois
$49.4M +$49.4M +212,238 New
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$46M +$42.4M +182,076 +1,174%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$45.4M -$70.1M -301,235 -61%
Truist Financial
69
Truist Financial
North Carolina
$41.4M +$1.67M +7,199 +4%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$41.2M -$3.67M -15,774 -8%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$40.8M +$1.06M +4,572 +3%
TCM
72
Tybourne Capital Management
Hong Kong
$40.2M +$40.2M +172,700 New
ERSOT
73
Employees Retirement System of Texas
Texas
$39.2M – – –
HSBC Holdings
74
HSBC Holdings
United Kingdom
$36.7M -$940K -4,041 -2%
BBHC
75
Brown Brothers Harriman & Co
New York
$35.4M +$13M +56,015 +58%
1 2
3
4 5