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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
ERSOT
76
Employees Retirement System of Texas
Texas
$47M 168,400 -77,600 -32%
Victory Capital Management
77
Victory Capital Management
Texas
$46.7M 167,109 -8,915 -5%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$45.1M 161,830 -132,496 -45%
Jacobs Levy Equity Management
79
Jacobs Levy Equity Management
New Jersey
$44.8M 160,464 -180,058 -53%
FPAS
80
Focus Partners Advisor Solutions
Missouri
$41.3M 147,846 +147,846 New
California Public Employees Retirement System
81
California Public Employees Retirement System
California
$41.3M 147,743 +7,625 +5%
FWP
82
Family Wealth Partners
North Carolina
$41.1M 147,288 +348 +0.2%
Stifel Financial
83
Stifel Financial
Missouri
$40.5M 145,023 +3,283 +2%
Point72 Asset Management
84
Point72 Asset Management
Connecticut
$40M 143,229 +143,229 New
JSP
85
Jackson Square Partners
California
$38.5M 137,689 -56,277 -29%
PI
86
PineBridge Investments
New York
$36.8M 131,783 +9,499 +8%
Viking Global Investors
87
Viking Global Investors
Connecticut
$36.3M 130,000 +130,000 New
CFM
88
Coronation Fund Managers
South Africa
$36.1M 129,255 -168,923 -57%
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$36M 128,763 +18,834 +17%
AIM
90
Artemis Investment Management
United Kingdom
$35.1M 125,646 +14,742 +13%
BAMCO Inc
91
BAMCO Inc
New York
$35.1M 125,641 +3,603 +3%
UBS Group
92
UBS Group
Switzerland
$33.8M 121,071 +46,396 +62%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$33.1M 118,371 +76,752 +184%
National Pension Service
94
National Pension Service
South Korea
$31.6M 113,200 -2,200 -2%
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$31.2M 111,879 -9,687 -8%
RhumbLine Advisers
96
RhumbLine Advisers
Massachusetts
$29.6M 105,801 -2,838 -3%
PAM
97
Panagora Asset Management
Massachusetts
$29.4M 105,434 -66,092 -39%
Comerica Bank
98
Comerica Bank
Texas
$28.7M 102,696 +23,653 +30%
WCA
99
Waratah Capital Advisors
Ontario, Canada
$28.5M 102,017 -58,374 -36%
LPL Financial
100
LPL Financial
California
$28.1M 100,458 +11,882 +13%
2 3
4
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