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LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$306M
2
Raymond James Financial
2
Raymond James Financial
Florida
$296M
3
Boston Partners
3
Boston Partners
Massachusetts
$1.28B
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$253M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$996M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$110M 335,749 +13,936 +4%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$109M 333,924 +17,254 +5%
PCM
53
Palestra Capital Management
New York
$107M 328,286 +328,286 New
Legal & General Group
54
Legal & General Group
United Kingdom
$100M 306,918 -33,608 -10%
Citadel Advisors
55
Citadel Advisors
Florida
$98M 300,199 -119,778 -29%
Macquarie Group
56
Macquarie Group
Australia
$93.7M 286,994 +33,421 +13%
GGHC
57
Gilder Gagnon Howe & Co
New York
$90.2M 276,341 -5,338 -2%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$86M 263,268 -352,717 -57%
ECU
59
Egerton Capital (UK)
United Kingdom
$84.1M 257,710 +257,710 New
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.8M 247,614 -311,788 -56%
Holocene Advisors
61
Holocene Advisors
New York
$76.1M 233,165 -45,618 -16%
ERSOT
62
Employees Retirement System of Texas
Texas
$75.6M 231,500 +63,100 +37%
Aberdeen Group
63
Aberdeen Group
United Kingdom
$71M 216,750 -36,618 -14%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$70.5M 215,870 +18,286 +9%
Goldman Sachs
65
Goldman Sachs
New York
$67.9M 208,037 -23,933 -10%
Harris Associates
66
Harris Associates
Illinois
$63.8M 195,474 -16,764 -8%
Truist Financial
67
Truist Financial
North Carolina
$62.7M 192,153 +14,106 +8%
Nuveen Asset Management
68
Nuveen Asset Management
Illinois
$61.7M 188,913 -47,971 -20%
CFM
69
Coronation Fund Managers
South Africa
$61.1M 187,008 -30,443 -14%
UBS Group
70
UBS Group
Switzerland
$60.8M 186,170 -86,485 -32%
Hudson Bay Capital Management
71
Hudson Bay Capital Management
Connecticut
$60.7M 185,935 +96,988 +109%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$60.3M 184,558 -10,585 -5%
Deutsche Bank
73
Deutsche Bank
Germany
$57.2M 175,061 -38,910 -18%
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$56.5M 173,024 -2,175 -1%
BBHC
75
Brown Brothers Harriman & Co
New York
$56.1M 171,766 +19,787 +13%
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