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LPL Financial
LPLA

Overview Fund Activity

606 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

Holders
606
Holders Change
-19
Holders Change %
-3.04%
% of All Funds
9.7%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
76
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$867M
2
Millennium Management
2
Millennium Management
New York
$301M
3
SC
3
Samlyn Capital
New York
$359M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.61B
5
EC
5
Eminence Capital
New York
$145M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$204M
3
Goldman Sachs
3
Goldman Sachs
New York
$68.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
Capital World Investors
5
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
76
SEI Investments
Pennsylvania
$32.6M -$9.36M -46,237 -22%
Caisse de Depot et Placement du Quebec (CDPQ)
77
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.4M +$17.4M +85,833 +116%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$31.1M -$1.36M -6,733 -4%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$30.7M -$2.41M -11,897 -7%
Primecap Management
80
Primecap Management
California
$30.4M -$6.8M -33,600 -18%
National Pension Service
81
National Pension Service
South Korea
$28.6M +$5.01M +25,200 +21%
FAM
82
Fred Alger Management
New York
$27.8M +$17.5M +86,366 +169%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$27M -$310K -1,530 -1%
PI
84
PineBridge Investments
New York
$26.3M +$6.73M +33,254 +34%
Truist Financial
85
Truist Financial
North Carolina
$24.1M +$13.5M +66,928 +128%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$23.1M -$2.99M -14,795 -11%
Canada Pension Plan Investment Board
87
Canada Pension Plan Investment Board
Ontario, Canada
$22.1M +$2.21M +10,900 +11%
First Trust Advisors
88
First Trust Advisors
Illinois
$22M -$10.7M -53,062 -33%
Stifel Financial
89
Stifel Financial
Missouri
$21.6M -$853K -4,216 -4%
Assenagon Asset Management
90
Assenagon Asset Management
Luxembourg
$21.5M -$33.1M -163,708 -61%
GGH
91
GCM Grosvenor Holdings
Illinois
$21.3M +$6.94M +34,300 +48%
CRM
92
Cramer Rosenthal McGlynn
Connecticut
$19.9M -$5.79M -28,608 -23%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$19.6M +$1.53M +7,578 +8%
BAMCO Inc
94
BAMCO Inc
New York
$19.6M +$9.35M +46,216 +92%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$19.3M -$174K -860 -0.9%
Teacher Retirement System of Texas
96
Teacher Retirement System of Texas
Texas
$18.6M +$5.16M +25,501 +39%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$17.9M -$825K -4,076 -4%
CPC
98
Cookson Peirce & Co
Pennsylvania
$17.9M -$15M -74,218 -46%
AQR Capital Management
99
AQR Capital Management
Connecticut
$17M +$764K +3,826 +5%
QC
100
Quadrature Capital
United Kingdom
$16.8M +$11.4M +56,081 +208%
2 3
4
5 6