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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$33M 144,837 -6,859 -5%
Amundi
77
Amundi
France
$31.6M 135,872 +62,368 +85%
Truist Financial
78
Truist Financial
North Carolina
$29.6M 130,039 -1,493 -1%
CS
79
Credit Suisse
Switzerland
$29.5M 129,793 -3 -0%
PI
80
PineBridge Investments
New York
$27.7M 121,561 -24,259 -17%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$27.5M 120,608 -1,035 -0.9%
GGH
82
GCM Grosvenor Holdings
Illinois
$26.9M 118,304 +13,004 +12%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$26.8M 117,620 -17,769 -13%
CFM
84
Coronation Fund Managers
South Africa
$26.2M 114,888 +38,606 +51%
National Pension Service
85
National Pension Service
South Korea
$26M 114,200 – –
BAMCO Inc
86
BAMCO Inc
New York
$25.9M 113,854 +3,500 +3%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$25.2M 110,679 -6,303 -5%
AIM
88
Artemis Investment Management
United Kingdom
$25.2M 110,589 -144,728 -57%
First Trust Advisors
89
First Trust Advisors
Illinois
$23.4M 102,847 +42,747 +71%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.7M 99,703 +94,746 +1,911%
Stifel Financial
91
Stifel Financial
Missouri
$22.3M 97,967 -9,805 -9%
HPC
92
HM Payson & Co
Maine
$21.7M 95,141 -133,792 -58%
HBCM
93
Heron Bay Capital Management
Michigan
$21.5M 94,262 -479 -0.5%
Man Group
94
Man Group
United Kingdom
$21M 92,096 +92,096 New
SEI Investments
95
SEI Investments
Pennsylvania
$20.9M 91,773 -35,175 -28%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$20M 87,849 -16,903 -16%
Barclays
97
Barclays
United Kingdom
$19.2M 84,483 +20,639 +32%
Squarepoint
98
Squarepoint
New York
$19.1M 83,931 +83,931 New
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$18.9M 82,291 -49,937 -38%
Comerica Bank
100
Comerica Bank
Texas
$18.7M 82,103 +3,423 +4%
2 3
4
5 6