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LPL Financial
LPLA

Overview Fund Activity

644 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 66 closing their positions.

Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
100
Increased
238
Reduced
206
Closed
66
Calls
$106M
Puts
$24.1M
Net Calls
+$81.5M
Net Calls Change
+$51.4M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$466M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
3
HCM
3
HMI Capital Management
California
$98.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$836M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$292M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$422M
2
Millennium Management
2
Millennium Management
New York
$169M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$75M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$681M
5
LPC
5
Lone Pine Capital
Connecticut
$445M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$45.7M 170,165 +87,874 +107%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$45.5M 172,093 -84,369 -33%
PAM
78
Panagora Asset Management
Massachusetts
$45.3M 171,526 +61 +0%
Truist Financial
79
Truist Financial
North Carolina
$43.4M 164,202 +34,163 +26%
WCA
80
Waratah Capital Advisors
Ontario, Canada
$42.4M 160,391 +10,114 +7%
FWP
81
Family Wealth Partners
North Carolina
$38.8M 146,940 +76,426 +108%
Stifel Financial
82
Stifel Financial
Missouri
$37.4M 141,740 +43,773 +45%
California Public Employees Retirement System
83
California Public Employees Retirement System
California
$37M 140,118 -4,719 -3%
CHP
84
Castle Hook Partners
New York
$34.8M 131,637 +131,637 New
PI
85
PineBridge Investments
New York
$32.3M 122,284 +723 +0.6%
BAMCO Inc
86
BAMCO Inc
New York
$32.2M 122,038 +8,184 +7%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$32.2M 119,772 +96,816 +422%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$32.1M 121,566 +958 +0.8%
Man Group
89
Man Group
United Kingdom
$31.5M 119,339 +27,243 +30%
National Pension Service
90
National Pension Service
South Korea
$30.5M 115,400 +1,200 +1%
SCA
91
Southpoint Capital Advisors
New York
$30.4M 115,000 -75,000 -39%
CS
92
Credit Suisse
Switzerland
$30.3M 114,521 -15,272 -12%
SEI Investments
93
SEI Investments
Pennsylvania
$29.9M 113,254 +21,481 +23%
AIM
94
Artemis Investment Management
United Kingdom
$29.3M 110,904 +315 +0.3%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$29M 109,929 +39,935 +57%
RhumbLine Advisers
96
RhumbLine Advisers
Massachusetts
$28.7M 108,639 -2,040 -2%
CWM
97
CIBC World Markets
New York
$26.1M 98,653 +96,545 +4,580%
Renaissance Technologies
98
Renaissance Technologies
New York
$24.9M 94,100 -89,600 -49%
HBCM
99
Heron Bay Capital Management
Michigan
$23.8M 89,929 -4,333 -5%
LPL Financial
100
LPL Financial
California
$23.4M 88,576 +8,548 +11%
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4
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