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LPL Financial
LPLA

Overview Fund Activity

594 hedge funds and large institutions have $17.1B invested in LPL Financial in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 247 increasing their positions, 191 reducing their positions, and 53 closing their positions.

Holders
594
Holders Change
+10
Holders Change %
+1.71%
% of All Funds
9.47%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
70
Increased
247
Reduced
191
Closed
53
Calls
$165M
Puts
$39.8M
Net Calls
+$126M
Net Calls Change
+$98.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$624M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$135M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$109M
4
WCA
4
Waratah Capital Advisors
Ontario, Canada
$56.6M
5
Ameriprise
5
Ameriprise
Minnesota
$64.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.96M
2
SC
2
Samlyn Capital
New York
$328M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$66.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.69B
5
Marshall Wace
5
Marshall Wace
United Kingdom
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$36.1M -$266K -1,118 -0.7%
Primecap Management
77
Primecap Management
California
$35.6M – – –
PI
78
PineBridge Investments
New York
$34.7M -$4.95M -20,809 -12%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$32.7M +$12.1M +48,991 +59%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$32.2M +$3.48M +14,622 +12%
SFM
81
Soros Fund Management
New York
$32M – – –
Truist Financial
82
Truist Financial
North Carolina
$31.3M +$1.89M +7,953 +6%
CS
83
Credit Suisse
Switzerland
$30.8M -$1.25M -5,270 -4%
SEI Investments
84
SEI Investments
Pennsylvania
$30.2M -$8.89M -37,418 -23%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$28.9M -$1.56M -6,551 -5%
Korea Investment Corp
86
Korea Investment Corp
South Korea
$28.1M +$21.6M +91,054 +337%
UBS Group
87
UBS Group
Switzerland
$28M +$6.4M +26,931 +30%
RhumbLine Advisers
88
RhumbLine Advisers
Massachusetts
$27.8M -$202K -851 -0.7%
National Pension Service
89
National Pension Service
South Korea
$27.1M -$2.66M -11,200 -9%
Alyeska Investment Group
90
Alyeska Investment Group
Illinois
$26.6M +$26.6M +112,055 New
BAMCO Inc
91
BAMCO Inc
New York
$26.2M +$302K +1,271 +1%
Stifel Financial
92
Stifel Financial
Missouri
$25.6M +$310K +1,305 +1%
WMSA
93
Weiss Multi-Strategy Advisers
New York
$25.2M -$9.91M -41,685 -28%
GGH
94
GCM Grosvenor Holdings
Illinois
$25M – – –
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$24.9M +$2.73M +11,487 +12%
HBCM
96
Heron Bay Capital Management
Michigan
$22.5M +$104K +437 +0.5%
AQR Capital Management
97
AQR Capital Management
Connecticut
$22.3M -$11.5M -48,525 -34%
Mitsubishi UFJ Trust & Banking
98
Mitsubishi UFJ Trust & Banking
Japan
$20.6M -$1.74M -7,313 -8%
IP
99
Interval Partners
New York
$20.2M +$11.7M +49,242 +137%
CRM
100
Cramer Rosenthal McGlynn
Connecticut
$20.2M -$1.04M -4,362 -5%
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